Status glossary
Every status on a project, an invoice and a trip, in one place, including the ones that are computed rather than set.
Invoices
| Status | Meaning |
|---|---|
| Draft | No number, no legal weight. Editable and deletable. |
| Open | Issued, waiting for payment. |
| Paid | You marked it paid. Nothing does this automatically. |
| Canceled | Withdrawn, by finalizing a correction. |
Overdue is not stored. It is computed: open, with a due date in the past. It appears and disappears on its own.
Trips
| Status | Meaning |
|---|---|
| Draft | The traveler's to edit. |
| Submitted | Waiting on an approver. |
| Approved | Sealed. The report exists and the numbers are fixed. |
| Rejected | Returned to the traveler as a draft, with a reason. |
| Reimbursed | Paid out. Only on reimbursement trips. |
Projects
Project stages are configured by you, so there is no fixed list to memorize. What is fixed is that a project is either open, or closed with a reason, and that closed projects can be archived.
Two things about projects are computed rather than set:
- Attention warnings, when a project has sat too long without movement.
- Stage age, how long it has been where it is.
The pattern worth noticing
Across all three, the same distinction keeps appearing: some states are set by a person, and some are computed from the data.
Set states are decisions and are recorded. Computed states are observations and are recalculated every time you look. That is why marking an invoice paid is something you do, and why overdue is something that simply becomes true.