Reimbursement Status
A reimbursement moves through the following statuses:
- Draft — while you're creating it
- Unpaid — created and posted, not yet paid
- Paid — payment recorded
- Void — reversed while unpaid
Editing Transactions That Are Linked to a Reimbursement
Reimbursements 2.0 enforces transaction integrity:
Situation | What's allowed |
Transaction linked to a paid reimbursement | Cannot be edited. Void the reimbursement first. |
Transaction linked to an unpaid reimbursement | Cannot be edited. Delete the reimbursement first. |
Transaction split that has not yet been reimbursed | Can be edited normally. |
This prevents the classic audit problem where the underlying transactions of a posted reimbursement could be silently modified.
Voiding vs. Deleting
Void reverses a paid reimbursement and unmaps the included transactions so they can be reimbursed again later.
Delete removes a reimbursement that has not yet been paid, and returns the transactions to unmapped status.
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