As a periodic payment moves through the workflow, it goes through a number of different statuses. You may not see all of the statuses if your organisation has not been set up with the approve template workflow. (Please refer to your Company Administrator to check the settings in the Division Details Screen).
The following table details each periodic payment status.
|The periodic payment has been created and saved but not yet submitted for approval.
|The periodic payment has been created and submitted for approval. Once fully approved, it will move to an Active status.
|The periodic payment has been approved and a payment(s) will be generated based on its schedule.
|The periodic payment schedule has expired and there are no more payment instances to run.
|The periodic payment has been rejected by an approver. It will need to be edited if necessary and resubmitted for approval. Alternatively it can be deleted.
|The periodic payment has been deleted. A periodic payment can be deleted in a Draft, Pending Approval, Active or Approver Rejected status.