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7.3Statuses, approval and publishing

Chapter 7 · Expenses·1 min read

StatusMeaning
DraftSaved; no effect on the books. Editable.
PublishedPosted to the ledger. Locked — Unpublish to edit.
  • Publish posts the expense. If an approval rule matches, the button instead submits it for approval and it posts automatically once approved (Submitted for approval — it posts automatically once approved).
  • Submit for approval can also be chosen explicitly; the Approvals tab shows the history.
  • Unpublish reverses the postings and makes the expense editable again (it will need approval to re-publish).
  • Delete is only available for drafts.
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