Understanding request statuses | Spendive Help

Understanding request statuses

  Audience: All Spendive users 
 Every request you raise moves through the same tracking pattern, whatever its type. 
 Overview and Action Required 
 Each request page has two tabs. Overview lists your records with summary cards counting the total, pending, approved and declined. Action Required shows anything waiting on you — check it first. 
 Finding a record 
 Use Search above the list, and Filter to narrow by status or date. Item Requests, Cash Requests and Reimbursement also offer Export. Press Ctrl+K (Cmd+K on Mac) from anywhere to jump straight to a record. 
 What an open request shows 
 
 An approval progress bar, such as Approval 1/1, showing who has acted and when. 
 A Comments & Notes thread with a timeline of every action — created, submitted, approved — each timestamped. 
 Request details: reference, status, type, priority, department, location, required-by date and requested date. 
 Requester information: name, email, phone and department. 
 
 Statuses 
 
 Pending — submitted and waiting on an approver. 
 Approved — cleared by every required approver. 
 Declined — rejected. The comments thread explains why. 
 Pending Payment — approved, but the money has not gone out yet. 
 
  Note: Approval and payment are separate steps. An approved request is not necessarily a paid one. 
 If a request is stuck 
 A request stays pending until every required approver has acted. Check the approval progress bar to see who it is waiting on. If you cannot create or approve a request at all, your role may not include it. 
 Status guide 
   Draft: started but not yet submitted. Pending: submitted and waiting for one or more approvals. Approved: every required approver has cleared the request. Declined: rejected; review Comments & Notes for the reason. Pending Payment: approved but not yet paid. Partially Paid: some funds have been released and a balance remains. Paid or Completed: the financial or operational process has finished.  
 Module labels are not always identical. Read the record detail and related payment or fulfilment record before treating a request as closed. 
 Need help? If the page, field, or approval action is missing, confirm the active organisation and ask an administrator to check your role and permissions. Quote the record reference when contacting support. 
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