Here’s how to enable and create custom statuses from Rindegastos’ web platform so Approvers can use them when reviewing reports, or Administrators can assign them in bulk.
WHAT IS A CUSTOM STATUS USED FOR?
Custom statuses allow you to have greater control and tracking of the Reports being approved. They can be configured to meet your company’s needs; however, Rindegastos suggests options like "to be paid," "paid," "accounted for," among others.
HOW TO ENABLE AND CREATE CUSTOM STATUSES?
Enabling and creating custom statuses for reports is easy! Just follow these simple steps:
From the "Administrator" menu, select “Policies.”
Here, you'll see a list of all the active policies your company has.
Use the filter to search for the policy where you want to enable custom statuses.
Click on the policy name to open it.
In "Settings," click on “Status.”
To enable statuses, slide the button to the right; it will turn green.
In the top-right corner, click “+ New Status” or “Create Status” at the bottom.
Rindegastos offers some recommendations for status names, but you can choose any name you like.
Select a color for the status.
Finally, click “Save Status.”
That's it! You can create all the custom statuses you need, so Approvers can assign them to the Expense Reports they review, or you, as the Administrator, can assign them in bulk.