Reimbursement Statuses Explained (For Agents)

For agents: Don’t confuse these with quote/pipeline statuses (Draft Quote, Onboarded, etc. — see What do the different statuses mean?). This article is only about reimbursement statuses employees and Admins see after a client is live.

There are two layers: the Auto-Reimbursement setup, and each individual monthly / one-time payment.

Auto-Reimbursement setup status

Status shown What it means
Pending Review Submitted; waiting on Admin approval. Monthly runs won’t process until approved.
Active Admin approved. Eligible monthly reimbursements can run automatically.
Rejected Admin declined the setup. No recurring payments from this config.
Paused Temporarily not running.
Canceled Stopped (for example, employment ended or replaced by a new setup).
Expired Config end date passed; no longer active for future months.

Each payment (one-time or monthly run)

  • Pending: created / awaiting processing or transfer completion. Common before the payment settles.
  • Processed: transfer initiated/completed successfully on StretchDollar’s side.
  • Rejected: Admin declined that request (reason is stored — see Why a Reimbursement Gets Declined).
  • Canceled: stopped before payment completed.

There is no customer-facing “Failed” status for ACH return codes. If money didn’t land but status still looks Pending/Processed, treat it as a bank-transfer investigation — see What happens if a client's bank transfer fails or bounces?

An employee can have an Active AR setup while this month’s payment still shows Pending — that’s often normal until the ~25th cycle runs and ACH settles. If Pending persists well past the expected date, escalate to support@stretchdollar.com.

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