Every transaction in your Expenses dashboard moves through a series of statuses. Here's what each one means.
Transaction statuses
| Status | What it means |
| Pending details | The transaction has come in, but it's still missing a receipt from the cardholder. You can send a reminder once per 24 hours, or open the transaction and add the details yourself. If your Melio account Admin has set a receipt amount threshold, the cardholder gets a time-limited link to optionally add details instead of a required receipt - once it expires, the transaction moves to Needs review automatically. If auto reminders are on for the cardholder, they'll also get an automatic reminder every 24 hours until they respond. |
| Needs review | Ready for the account Owner or Admin to confirm the payee, category, and the rest of the details before it’s synced. A transaction can also have this status after a cardholder categorizes their own purchase (if Cardholder is allowed to do categorization) - you'll still need to confirm it. |
| Ready to sync | The transaction has been reviewed, and saved - it's waiting for you to sync it to QuickBooks Online or Xero. Additionally, you can download the CSV file with your transactions from ‘Ready to sync’ tab. |
| Synced | The transaction has been sent to QuickBooks Online or Xero and is now permanently locked in Melio. |
You can filter your Transactions tab by any of these statuses using the tabs at the top of the table. Once a transaction is coded, its row shows the matched payee instead of the raw merchant name.