Track review and payment status
Use document statuses to see what needs checking or follow-up.
2 min read
Update a status
Review status helps you track whether a record needs review, is verified, or needs follow-up. Payment status labels include Unpaid, Scheduled, Paid, Disputed, and Reimbursed, as well as Not applicable.
- Open a document and choose its Review status or Payment status.
- To update several records, select them in Documents and use the bulk action bar.
- Use More filters & sort to show records with a particular status.