Statuses and the Kanban board
Use statuses to track where each document is in your approval process.
Updated October 29, 2026
Every document has a status you control. Use them however fits your team.
| Status | Typical meaning |
|---|---|
| New | Just arrived, nobody has looked yet |
| Needs Attention | Something's off: a price, a quantity, a missing field |
| Approved | Checked and good to pay. Can trigger an export to QuickBooks. |
| Filed | Done and put away |
| Disputed | You've raised it with the supplier |
Changing status
- Open a document and pick a status from the dropdown. The dropdown also shows who changed it and when.
- Or select several documents in the list and choose Change to ….
- Clicking Approve on an invoice sets it to Approved.
Kanban board
Hover Documents in the sidebar and choose Kanban to see one column per status. Drag cards between columns to change their status.
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