Expense Workflow

An expense in Celoxis passes through various states as shown below.

Submitted

Pending approval indicates that the expense has been submitted for approval.

• Anyone with Add Expense privilege can create an expense in this state.

Approved

Approved indicates that the expense has been approved by the project manager.

• Once approved, that expense cannot be edited by the submitter. However, anyone with the Approve privilege can make changes to the expense.
• Information from approved expense like cost and revenue are rolled-up to their respective work items and projects.

Rejected

Rejected indicates that the expense has been rejected by the project manager.

• The submitter is notified through an email.

Invoiced

Invoiced indicates that the expense has been marked as invoiced.

• Only expense marked as Billable can be invoiced.
• Anyone with Invoice privilege can invoice an expense.
• Once invoiced, the expense’s invoiced revenue are rolled-up to their respective work items and projects.