How To: Interpret Transaction Numbers and Status Codes

Interpret Transaction Numbers

Expense Requests transactions are assigned a transaction number by the system when new transactions are created. Transaction Numbers start with a prefix indicating the type of transaction:

Transaction Number Prefix Transaction Type

ADV Advance Request

ER Expense Report for SU Payee

PR Non-PO Payment Request

VR Expense Report for Non-SU Payee (Visitor Reimbursement)

PC Petty Cash Replenishment Request

Transaction Number Prefix	Transaction Type
ADV	Advance Request
ER	Expense Report for SU Payee
PR	Non-PO Payment Request
VR	Expense Report for Non-SU Payee (Visitor Reimbursement)
PC	Petty Cash Replenishment Request

Interpret Status Codes

Transactions can be tracked on the Expense Requests Home page using Statuses. See the tables below to interpret statuses found in the Status column.

See How To: Handle Rejected / Returned Transactions for help with Workflow Notifications generated when transactions are returned or rejected by Approvers or the Travel and Reimbursement Department.

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Transactions to Complete

All "saved, in progress, withdrawn, rejected, or returned" expense reports are shown in the Transactions to Complete table.

Transactions to Complete Table
Actor	Action Taken	Status
Preparer	Saves transaction by explicitly selecting the Save button anywhere in the creation process prior to submission	Saved
Preparer	Exits transaction creation process without explicitly selecting the Save button	In Progress
Preparer	Withdraws transaction using the Withdraw icon on Expense Requests Home page while the transaction is Pending Current Approver (prior to PTA approval)	Withdrawn
Approver	Rejects transaction	Rejected
T&R	Rejects entire transaction during T&R audit	Rejected
Preparer	Withdraws expense report returned by T&R Department by taking withdraw action on workflow notification	Returned

Submitted Transactions

The Submitted Transactions table displays your transactions that have been submitted for approval, and are either outstanding or have been paid in the last 30 days.

Submitted Transactions Table
Actor	Action Taken	Status
Preparer	Submits transaction for approval	Pending Current Approver
Approver	Approves transaction	The user will see one of the following statuses
Supplier Enablement	Sets up a new supplier / payee, or a new address for an existing supplier / payee, in the supplier / payee database	Pending Supplier Setup
T&R	Audit in process with T&R	Pending T&R Audit
T&R	Completes transaction with no issues	Ready for Payment
T&R	Audits expense report, returns entire report for more information or additional documentation	Pending Your Resolution
T&R	Audits expense report:
	1. Marks one or more lines for missing receipt, which creates a new expense report with a -1 suffix	1. Pending Your Resolution
	2. Completes remaining lines with no issues on the original expense report	2. Ready for Payment
T&R	Audits expense report:
	1. Marks one or more lines for policy violation, which creates a new expense report with a -1 suffix	1. Pending Your Resolution
	2. Completes remaining lines with no issues on the original expense report	2. Ready for Payment
T&R	Audits expense report, adjusts one or more line amounts for policy violation, completes the expense report for payment of the adjusted amount	Ready for Payment
System	Transaction paid	Paid

What's Next?

See all Expense Requests How Tos.