> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bumara.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Statuses explained

> Every status in Bumara, what it means, and what you should do about it.

Statuses tell you where something is and what you can do to it. This page lists them all in one
place.

## Filings and service requests

| Status                     | Means                           | Your move                      |
| -------------------------- | ------------------------------- | ------------------------------ |
| **Pending data**           | Created; nothing done yet       | Start the checklist            |
| **In progress**            | Work has begun                  | Finish the checklist           |
| **Ready for submission**   | Everything required is complete | Request submission             |
| **Awaiting payment**       | A fee must clear first          | Pay the fee                    |
| **Submission in progress** | With the Bumara team            | Wait. You will be notified     |
| **Submitted**              | Lodged with the regulator       | Wait for their response        |
| **Accepted**               | Confirmed by the regulator      | Nothing. Done                  |
| **Needs correction**       | Returned with something to fix  | Read the reason, fix, resubmit |
| **Waived**                 | Not required for this period    | Nothing                        |
| **Cancelled**              | No longer applicable            | Nothing                        |

## Tasks

| Status      | Means                                      | Your move                                |
| ----------- | ------------------------------------------ | ---------------------------------------- |
| **To do**   | Not started                                | Start it                                 |
| **Doing**   | Someone is working on it                   | Finish it                                |
| **Blocked** | Cannot proceed. A reason is recorded       | Resolve the block. This stops submission |
| **Done**    | Complete                                   | Nothing                                  |
| **Skipped** | Deliberately not done. Optional tasks only | Nothing                                  |

## Messages

| Status                | Means                                 | Your move                  |
| --------------------- | ------------------------------------- | -------------------------- |
| **Open**              | Raised, not yet picked up             | Read it                    |
| **Waiting on you**    | The team needs your reply or document | Reply. This stops the work |
| **Waiting on Bumara** | You have replied                      | Wait                       |
| **Escalated**         | Moved to someone more senior          | Wait                       |
| **Resolved**          | Dealt with                            | Nothing                    |
| **Closed**            | Finished and archived                 | Nothing                    |

## Payments

| Status                          | Means                        | Your move                    |
| ------------------------------- | ---------------------------- | ---------------------------- |
| **Not required**                | No fee applies               | Nothing                      |
| **Required, pending**           | A fee is due                 | Pay it                       |
| **Processing**                  | Initiated, not confirmed     | Wait                         |
| **Paid, awaiting verification** | Received, being matched      | Wait — usually minutes       |
| **Paid and verified**           | Confirmed. The gate is clear | Request submission           |
| **Failed**                      | Did not go through           | Retry, or use another method |
| **Refunded**                    | Returned to you              | Nothing                      |

## Invoices and sales documents

| Status             | Means                      | Can you edit it?                |
| ------------------ | -------------------------- | ------------------------------- |
| **Draft**          | Not finalised              | Yes                             |
| **Sent**           | Delivered to the customer  | No — correct with a credit note |
| **Viewed**         | The customer has opened it | No                              |
| **Partially paid** | Some payment received      | No                              |
| **Paid**           | Fully settled              | No                              |
| **Overdue**        | Past due and unpaid        | No. Chase it                    |
| **Void**           | Cancelled                  | No                              |

## Quotes

| Status        | Means                       | Your move               |
| ------------- | --------------------------- | ----------------------- |
| **Draft**     | Being prepared              | Finish it               |
| **Sent**      | With the customer           | Follow up               |
| **Viewed**    | They have opened it         | Follow up               |
| **Accepted**  | Agreed                      | Convert to an invoice   |
| **Declined**  | Not proceeding              | Note why                |
| **Expired**   | Past its expiry date        | Requote if still wanted |
| **Converted** | An invoice has been created | Nothing                 |

## Purchase orders

| Status                 | Means                               |
| ---------------------- | ----------------------------------- |
| **Draft**              | Being prepared                      |
| **Sent**               | With the vendor                     |
| **Partially received** | Some items delivered                |
| **Received**           | Everything delivered                |
| **Converted**          | A purchase invoice has been created |
| **Cancelled**          | Withdrawn                           |

## Pay runs

| Status         | Means                    | Who moves it on       |
| -------------- | ------------------------ | --------------------- |
| **Draft**      | Calculated, under review | Payroll officer       |
| **Approved**   | Authorised for payment   | HR manager or finance |
| **Processed**  | Payslips finalised       | Automatic             |
| **Paid**       | Transfers made           | Finance               |
| **Reconciled** | Matched to the bank      | Finance               |
| **Locked**     | Permanently sealed       | Automatic             |

## Statutory returns

| Status         | Means                                    |
| -------------- | ---------------------------------------- |
| **Draft**      | Being prepared                           |
| **Pending**    | Submitted, awaiting processing           |
| **Processing** | The regulator is working on it           |
| **Accepted**   | Confirmed                                |
| **Rejected**   | Returned with a reason                   |
| **Late**       | Filed after the due date                 |
| **Amended**    | A corrected version of a previous return |

## Loans

| Status        | Means                         | Deductions?       |
| ------------- | ----------------------------- | ----------------- |
| **Pending**   | Created, not yet disbursed    | No                |
| **Active**    | Disbursed                     | Yes, each pay run |
| **Completed** | Fully repaid                  | No                |
| **Defaulted** | Not being repaid              | No                |
| **Cancelled** | Withdrawn before disbursement | No                |

## Stock adjustments

| Status     | Means          | Stock affected? |
| ---------- | -------------- | --------------- |
| **Draft**  | Being prepared | No              |
| **Posted** | Made permanent | Yes             |
| **Void**   | Reversed       | Reversed        |

## Stock transfers

| Status         | Means                 | Stock position       |
| -------------- | --------------------- | -------------------- |
| **Draft**      | Being prepared        | Unchanged            |
| **In transit** | Shipped, not received | Deducted from source |
| **Received**   | Complete              | Added at destination |
| **Void**       | Reversed              | Returned             |

## Stock counts

| Status          | Means                         | You can              |
| --------------- | ----------------------------- | -------------------- |
| **Draft**       | Created, not started          | Choose items, delete |
| **In progress** | Counting under way            | Enter quantities     |
| **Completed**   | Counted, variances calculated | Review and edit      |
| **Posted**      | Balances corrected            | Void only            |
| **Void**        | Reversed                      | Nothing              |

## Lay-by sales

| Status        | Means            | Stock          |
| ------------- | ---------------- | -------------- |
| **Active**    | Payments ongoing | Not deducted   |
| **Completed** | Fully paid       | Deducted       |
| **Cancelled** | Abandoned        | Never deducted |

## Compliance health check

| Status          | Means                             |
| --------------- | --------------------------------- |
| **In progress** | Reviews under way                 |
| **Completed**   | Finished. Score and outcome final |
| **Superseded**  | Replaced by a newer assessment    |

### Findings

| Status        | Means                       | Your move                |
| ------------- | --------------------------- | ------------------------ |
| **Confirmed** | Verified as a genuine issue | Act on it, or dispute it |
| **Disputed**  | You have challenged it      | Wait for review          |

### Recommendations

| Shows               | Means                                  |
| ------------------- | -------------------------------------- |
| **Proceed / Defer** | Ready for your decision                |
| **Awaiting review** | A Bumara manager must release it first |
| **In progress**     | Bumara is working on it                |
| **Approved**        | You chose to proceed                   |
| **Deferred**        | You chose not to act yet               |

## Authorisations

| Status       | Means             | Can Bumara submit? |
| ------------ | ----------------- | ------------------ |
| **Pending**  | Awaiting review   | No                 |
| **Approved** | Active and valid  | Yes                |
| **Expired**  | Past its end date | No                 |
| **Revoked**  | Cancelled by you  | No                 |

<Note>
  Related: [Glossary](/help/glossary) and [Troubleshooting](/help/troubleshooting).
</Note>
