Save as Draft vs. Save and Submit
When recording an expense, you have two options before finalizing:
Save as Draft
Stores the expense temporarily without sending it for approval.
Useful if:
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You don’t have all the required details yet.
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You’re still waiting for receipts.
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You want to come back and review before submission.
Save and Submit
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Immediately sends the expense for approval workflow.
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Approvers will see the entry in their pending approvals list.
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The expense status changes to Submitted.
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After submission, approvers can either Approve or Reject.
| Option | When to Use | Status After Saving | Who Can See It? |
|---|---|---|---|
| Save as Draft | Still working on details | Draft | Only you |
| Save and Submit | Ready for approval | Submitted | Approvers & Finance |