What the statuses mean

Why this list exists

Statuses are Worklog's shorthand for where a record stands. Each screen explains its own as you use it; this guide is the one place they're all defined together, so two people never read the same badge two ways.

Quotes and invoices

• Quote — pending: sent or saved, no answer yet. Accepted or declined: the customer's answer. Converted: it became an invoice, and the quote itself is done.
• Invoice — unpaid: issued, nothing received. Part paid: a payment smaller than the total is matched to it. Paid: settled in full. Overdue isn't a stored status — it's an unpaid invoice past its due date.
• Invoice — credited: credit notes cover the whole invoice, even one that was already paid. The Credited filter shows all of them.
• Supplier invoice (a bill) — unpaid, paid and credited work the same way from the buying side.

Money in Banking

• Needs a home: the entry has no category and isn't matched to an invoice or bill — the reports can't place it yet. The pile to work down.
• Needs proof: a cash purchase with no “I have a receipt or proof” claim ticked. It can't be reconciled until you tick it, and after two weeks the dashboard starts chasing the paperwork.
• Reconciled: you've agreed this entry to your bank statement. The tick refuses until the entry has a home and, for an expense, its proof claim.

Payroll, credit notes and the diary

• Pay run — prepared: saved but not yet booked. Approved: it's real — the wage and SARS entries are on the books. Rejected: refused by an approver; nothing went on the books. Void is the undo for an approved run: it removes the payslip and reverses its entries.
• Credit note — awaiting approval: a request, counting for nothing until an approver issues it. On account: issued, and the customer holds that credit against future invoices. Applied: used up. Rejected: refused, reverses nothing.
• Diary — pending: pencilled in. Confirmed: the slot is agreed. Cancelled: it stays on record as called off.
• Filings (VAT201, EMP201 and the rest) — marked filed is your own record that you submitted on eFiling; Worklog never files for you.

What can't be taken back