[No QA] Update report state names in HelpDot

docs/articles/expensify-classic/connect-credit-cards/Connect-Personal-Credit-Cards.md

@@ -61,7 +61,7 @@ You can customize how imported card transactions appear:
 
 # Removing a Card
 
-**Important:** Removing a card deletes all unsubmitted expenses associated with it, so any card expenses on an Open report or left Unreported will be deleted. Card expenses that were submitted are unaffected (on reports that are Processing, Approved, Reimbursed, or Closed).
+**Important:** Removing a card deletes all unsubmitted expenses associated with it, so any card expenses on a Draft report or left Unreported will be deleted. Card expenses that were submitted are unaffected (on reports that are Outstanding, Approved, Paid, or Done).
 
 1. Go to **Settings > Account > Wallet**.
 2. Under **Imported Card Feeds**, click the red trashcan icon next to the card.

docs/articles/expensify-classic/connect-credit-cards/Manage-Company-Cards.md

@@ -162,7 +162,7 @@ Commercial feeds are more stable and reliable but require setup by your bank. Di
 Ensure the file includes the required fields and matches the formatting guidelines. Use Expensify’s [CSV template](https://s3-us-west-1.amazonaws.com/concierge-responses-expensify-com/uploads%2F1594908368712-Best+Example+CSV+for+Domains.csv) for reference.
 
 ## Unassigning Cards: What happens when I unassign a card?
-Unassigning a card deletes all open or unreported expenses linked to it. Submitted or processed expenses remain unaffected.
+Unassigning a card deletes all draft or unreported expenses linked to it. Submitted or processed expenses remain unaffected.
 
 ## Connection Issues: Why is my card connection broken?
 Check for changes to bank credentials, security questions, or login details. Update the information in Expensify and re-establish the connection via **Fix Card**.

docs/articles/expensify-classic/connect-credit-cards/Reconcile-Company-Card-Expenses.md

@@ -44,23 +44,23 @@ If the totals on the credit card statement and the Reconciliation dashboard stil
 Use the **Unapproved Total** and **Approved Total** columns to locate expenses that haven’t been approved or exported:
 
 1. Click the **Unapproved Total** heading to sort cards by those with outstanding expenses.
-2. Click the **Unapproved** amount for a card to view expenses in the Unreported, Open, Processing, or Deleted states.
+2. Click the **Unapproved** amount for a card to view expenses in the Unreported, Draft, Outstanding, or Deleted states.
 
 **Note: You must be both a Domain Admin and Workspace Admin to access expenses.**
 
 ## Add Unreported or Deleted Expenses to a Report
 1. Filter the expenses to display only Unreported or Deleted expenses.
 2. Select all relevant expenses and click **Add to a Report** > **Auto Report**.
-3. If an open report exists in the cardholder’s account, the expenses will be added to it. Otherwise, a new report will be created.
+3. If a draft report exists in the cardholder’s account, the expenses will be added to it. Otherwise, a new report will be created.
 
 ---
 
 # Process and Edit Reports
 
 Workspace Admins can do the following via the Reconciliation Dashboard:
   - Code (categorize or tag expenses, add receipts or comments) expenses.
-  - Submit Open reports.
-  - Approve Processing reports.
+  - Submit Draft reports.
+  - Approve Outstanding reports.
 - All changes made by admins are tracked in the **Report History and Comments** section at the bottom of each report.
 - You can remind members to submit or approve reports via Report History, which sends email notifications to users.
 

docs/articles/expensify-classic/connections/accelo/Accelo-Troubleshooting.md

@@ -36,13 +36,13 @@ Expense report statuses in Expensify correspond to specific statuses in Accelo,
 
 | Expensify Report Status | Accelo Expense Status |
 |-------------------------|-----------------------|
-| Open                    | Submitted             |
-| Submitted               | Submitted             |
+| Draft                   | Submitted             |
+| Outstanding             | Submitted             |
 | Approved                | Approved              |
-| Reimbursed              | Approved              |
+| Paid                    | Approved              |
 | Rejected                | Declined              |
 | Archived                | Approved              |
-| Closed                  | Approved              |
+| Paid                    | Approved              |
 
 ---
 

docs/articles/expensify-classic/connections/accelo/Configure-Accelo.md

@@ -60,13 +60,13 @@ Expensify report statuses sync to the corresponding Accelo statuses:
 
 | Expensify Report Status | Accelo Expense Status |
 |-------------------------|-----------------------|
-| Open                    | Submitted             |
-| Submitted               | Submitted             |
+| Draft                   | Submitted             |
+| Outstanding             | Submitted             |
 | Approved                | Approved              |
-| Reimbursed              | Approved              |
+| Paid                    | Approved              |
 | Rejected                | Declined              |
 | Archived                | Approved              |
-| Closed                  | Approved              |
+| Done                    | Approved              |
 
 ---
 

docs/articles/expensify-classic/connections/netsuite/Configure-Netsuite.md

@@ -55,7 +55,7 @@ The three options for the date your report will export with are:
 
 This dictates when reimbursable expenses will be exported, according to your preferred accounting method:
 - Accrual: Out-of-pocket expenses will be exported immediately when the report is final approved
-- Cash: Out-of-pocket expenses will be exported when paid via Expensify or marked as reimbursed
+- Cash: Out-of-pocket expenses will be exported when paid via Expensify or marked as paid
 
 ## Export Settings for Reimbursable Expenses 
 
@@ -436,7 +436,7 @@ To access this setting:
 
 ## Exporting an Invoice to NetSuite
 
-Invoices will be automatically sent to NetSuite when they are in the **Processing** or **Paid** status. This ensures you always have an up-to-date record of unpaid and paid invoices.
+Invoices will be automatically sent to NetSuite when they are in the **Outstanding** or **Paid** status. This ensures you always have an up-to-date record of unpaid and paid invoices.
 
 If you have Auto Sync disabled, you'll need to export your invoices, along with your expense reports, manually. Follow these three simple steps:
 1. Filter Invoices: From your Reports page, use filters to find the invoices you want to export.
@@ -466,11 +466,11 @@ Here's how you can send them to us:
 
 ## How does Auto Sync work with reimbursed reports? 
 
-If a report is reimbursed via ACH or marked as reimbursed in Expensify and then exported to NetSuite, the report is automatically marked as paid in NetSuite during the next sync.
+If a report is reimbursed via ACH or marked as paid in Expensify and then exported to NetSuite, the report is automatically marked as paid in NetSuite during the next sync.
 
-If a report is exported to NetSuite and then marked as paid in NetSuite, the report is automatically marked as reimbursed in Expensify during the next sync. 
+If a report is exported to NetSuite and then marked as paid in NetSuite, the report is automatically marked as paid in Expensify during the next sync. 
 
-## If I enable Auto Sync, what happens to existing approved and reimbursed reports? 
+## If I enable Auto Sync, what happens to existing approved and paid reports? 
 
 If you previously had Auto Sync disabled but want to allow that feature to be used going forward, you can safely turn it on without affecting existing reports. Auto Sync will only take effect for reports created after enabling that feature.
 

docs/articles/expensify-classic/expenses/Add-an-expense.md

@@ -143,7 +143,7 @@ Add your expenses to a report to submit them for approval and reimbursement.
 3. Check the box next to each expense to select them.
 4. Click **Add to Report** in the upper-right corner.
 5. Choose one of the following options:
-   - **Auto-Report** – Adds expenses to an open report or creates a new one if none exist.
+   - **Auto-Report** – Adds expenses to a draft report or creates a new one if none exist.
    - **New Report** – Creates a brand-new report with the selected expenses.
    - **Existing Report** – Adds expenses to a report you choose.
    - **None** – Removes selected expenses from any report, as long as the report hasn’t been submitted.

docs/articles/expensify-classic/expenses/Edit-expenses.md

@@ -20,7 +20,7 @@ Editing restrictions apply based on expense type and report status.
 
 ## Company Card Expenses
 - **Amount cannot be edited** for expenses imported from a company card.
-- **Category, tag, and billable status** can be edited if the report is Open or Processing.
+- **Category, tag, and billable status** can be edited if the report is in a Draft or Outstanding state.
 - **Receipt images** can be added or replaced at any time.
 
 ## Submitted and Approved Expenses
@@ -128,7 +128,7 @@ If Expensify detects potential duplicates, you'll see a **Resolve Now** button.
 
 # Delete an Expense
 
-The submitter can only delete expenses, and the report must be in the Open state.
+The submitter can only delete expenses, and the report must be in a Draft state.
 
 1. Navigate to the **Expenses** tab.
 2. Select the expense you want to delete.
@@ -186,7 +186,7 @@ Resolving duplicates helps keep your reports clean and accurate.
 No, it's only possible to add one attachment per expense. 
 
 ## Who can edit an expense?
-- **Expense owner**: Can edit expenses if the report is Open.
+- **Expense owner**: Can edit expenses if the report is a Draft.
 - **Approvers and Workspace Admins**: Can edit submitted expenses before final approval.
 - **Finance teams** might have additional permissions based on workspace settings.
 
@@ -214,7 +214,7 @@ Yes. Expensify auto-merges SmartScanned receipts with matching card transactions
 - If the receipt comes first, the card transaction merges into the receipt.
 - If the card comes first, the receipt merges into the card.
 - Merchant names from SmartScan will override merchant names from the card.
-- Merging can occur even after reports are submitted, approved, or reimbursed.
+- Merging can occur even after reports are submitted (outstanding), approved, or paid.
 
 **Merging won't happen automatically:**
 - SmartScan is skipped.
@@ -224,7 +224,7 @@ Yes. Expensify auto-merges SmartScanned receipts with matching card transactions
 ## Should I wait for merging before submitting reports?
 No need to wait. Matching expenses can still merge post-submission.
 
-- **Personal cards**: Will merge if reimbursable status matches, or only when the report is Open.
+- **Personal cards**: Will merge if reimbursable status matches, or only when the report is a Draft.
 - **Company cards**: Merge regardless of status, unless it changes the reimbursable total of a submitted report. To prevent issues, default cash expenses to non-reimbursable.
 
 ## Why didn’t my expenses merge automatically?
@@ -239,5 +239,5 @@ No need to wait. Matching expenses can still merge post-submission.
 - Receipt is reimbursable and report is submitted.
 - Expenses are in different Expensify accounts.
 
-You can still merge expenses manually if both are **Unreported** or **Open** and exist in the same account.
+You can still merge expenses manually if both are **Unreported** or **Draft** and exist in the same account.
 

docs/articles/expensify-classic/expenses/Expense-Types.md

@@ -74,7 +74,7 @@ Use filters to narrow down the data:
    - **Tags** – Locate expenses based on assigned tags.
    - **Submitters** – Find expenses by employee or vendor.
    - **Personal Expenses** – Show expenses that have not yet been added to a report.
-   - **Open, Processing, Approved, Reimbursed, Closed** – View expenses at different reporting stages.
+   - **Draft, Outstanding, Approved, Paid, Done** – View expenses at different reporting stages.
 
 **Note:** Some filters adjust dynamically based on your current selections. If results aren’t as expected, click **Reset** to clear all filters.
 
@@ -95,7 +95,7 @@ For example:
 - A report with **-$400** and **$500** expenses results in a **$100** total.
 
 ## Can I permanently delete a cash expense?
-Permanently deleting cash expenses is restricted to ensure accurate financial records. It is possible to delete company card expenses, as long as the expenses have not been submitted, by un-assigning the employee's card at the domain level. 
+Permanently deleting cash expenses is restricted to ensure accurate financial records. It is possible to delete company card expenses, as long as the expenses have not been submitted, by unassigning the employee's card at the domain level. 
 
 ## How do I find my deleted expenses?  
 Use the **Filters** option in the **Expenses** tab and select **Deleted** to view all soft-deleted expenses.  

docs/articles/expensify-classic/expenses/Export- Expenses-from-the-Expenses-Page.md

@@ -22,7 +22,7 @@ Before exporting expenses, use filters to refine your search:
    - **Tags** – Locate expenses based on assigned tags.
    - **Submitters** – Find expenses by employee or vendor.
    - **Personal Expenses** – Show expenses that have not yet been added to a report.
-   - **Open, Processing, Approved, Reimbursed, Closed** – View expenses at different reporting stages.
+   - **Draft, Outstanding, Approved, Paid, Done** – View expenses at different reporting stages.
 
 **Note:** Some filters adjust dynamically based on your current selections. If results aren’t as expected, click **Reset** to clear all filters.
 
@@ -64,9 +64,9 @@ Yes! Select multiple expenses and click **Edit Multiple** to make bulk changes b
 
 ## What submitter expenses can a Workspace Admin see?
 
-A Workspace admin can view **Processing, Approved, and Reimbursed** expenses if they were submitted under the Workspace they manage. Unreported expenses remain invisible until added to a report.
+A Workspace admin can view **Outstanding, Approved, and Paid** expenses if they were submitted under the Workspace they manage. Unreported expenses remain invisible until added to a report.
 
-Admins can edit **tags** and **categories**, but must reject expenses or have them in **Processing** to modify the amount, date, or merchant name. For company card reconciliation, refer to [this article](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards/Reconciliation).
+Admins can edit **tags** and **categories**, but can only modify the amount, date, or merchant name if the report is **Outstanding**. Reports can be rejected back to the last approver to put them back in an outstanding state. For company card reconciliation, refer to [this article](https://help.expensify.com/articles/expensify-classic/bank-accounts-and-credit-cards/company-cards/Reconciliation).
 
 ## Can I search for expenses in the mobile app?
 

docs/articles/expensify-classic/reports/Assign-report-approvers-to-specific-employees.md

@@ -62,5 +62,5 @@ Visit our [How Complex Approval Workflows Work](https://help.expensify.com/artic
 - **Approves to**: The person who must approve reports that you've already approved, creating an approval chain.
 
 ## Can I change the approver on a report after submitting it?  
-No, once a report has been submitted, you cannot change the approver while it is in the **processing state**. If you need to send the report to a different approver, you must reopen it first. To do this, retract the report from the current approver and then resubmit it to the correct person.
+No, once a report has been submitted, you cannot change the approver while it is in the **outstanding state**. If you need to send the report to a different approver, you must reopen it first. To do this, retract the report from the current approver and then resubmit it to the correct person.
 

docs/articles/expensify-classic/workspaces/Remove-Members.md

@@ -28,13 +28,13 @@ Removing a member from a workspace prevents them from submitting reports to or a
 Yes, as long as the reports have been submitted. You can navigate to the Reports page and enter the member's email in the search field to find them. However, draft reports will be removed from the workspace, so they will no longer be visible to the Workspace Admin.
 
 ## Can members still access their reports on a workspace after they have been removed?
-Yes. Any report that has been approved will now show the workspace as "(not shared)" in their account. If it is a **Draft Report**, they will still be able to edit it and add it to a new workspace. If the report is **Approved or Reimbursed,** they will not be able to edit it further.
+Yes. Any report that has been approved will now show the workspace as "(not shared)" in their account. If it is a **Draft Report**, they will still be able to edit it and add it to a new workspace. If the report is **Approved or Paid,** they will not be able to edit it further.
 
 ## Who can remove members from a workspace?
 Only **Workspace Admins**. Members cannot add or remove themselves from a workspace. **Domain Admins** who are not also Workspace Admins cannot remove a member from a workspace.
 
 ## How do I remove a member from a workspace if I am seeing an error message?
-If a member is a Preferred Exporter, Billing Owner, Report Approver, or has submitted reports in the **processing state**, follow these steps before removing them:
+If a member is a Preferred Exporter, Billing Owner, Report Approver, or has submitted reports in the **Outstanding state**, follow these steps before removing them:
 
 - **Preferred Exporter:**
   - Go to **Settings > Workspaces > [Workspace Name] > Accounting**.
@@ -48,6 +48,6 @@ If a member is a Preferred Exporter, Billing Owner, Report Approver, or has subm
   - Remove them as an approver by going to **Settings > Workspaces > [Workspace Name] > Members > Approval Mode**.
   - Change the "**Submit reports to**" field.
 
-- **Processing Reports:**
+- **Outstanding Reports:**
   - Approve or reject the member’s reports on your **Reports** page.
 

docs/articles/new-expensify/connections/quickbooks-online/Quickbooks-Online-Troubleshooting.md

@@ -29,12 +29,12 @@ Errors will prevent automatic export until resolved.
 
 # Issue: Unable to manually export a report
 
-Only reports in **Approved**, **Closed**, or **Reimbursed** status can be exported. If the report is **Open**, the export button will load an empty screen.
+Only reports in **Approved**, **Done**, or **Paid** status can be exported. If the report is a **Draft**, the export button will load an empty screen.
 
 ## How to resolve
 
-1. Submit the report (if Open)
-2. Have an approver approve it (if Processing)
+1. Submit the report (if it's a Draft)
+2. Have an approver approve it (if it's Outstanding)
 3. Then, a Workspace Admin can manually export the report
 
 ---

docs/articles/new-expensify/connections/xero/Xero-Troubleshooting.md

@@ -30,15 +30,15 @@ These errors prevent automatic exports. You’ll need to correct the issue and e
 You can only export reports that are in one of these states:
 
 - **Approved**
-- **Closed**
-- **Reimbursed**
+- **Done**
+- **Paid**
 
-If a report is still **Open**, you’ll see a message indicating the data isn’t ready for export.
+If a report is still a **Draft**, you’ll see a message indicating the data isn’t ready for export.
 
 ## How to resolve it
 
 1. Open the report and review its status.
-2. If the report is **Open**, submit it.
-3. If the report is **Processing**, it must be approved by an admin or approver.
+2. If the report is a **Draft**, submit it.
+3. If the report is **Outstanding**, it must be approved by an admin or approver.
 4. Once approved, go to the top of the report, select **Export**, and choose **Xero**.
 

docs/articles/new-expensify/reports-and-expenses/Merging-expenses.md

@@ -38,7 +38,7 @@ To merge two expenses, they must meet all of the following:
   - **Approvers and Admins** can merge expenses on the same report
 
 - **By status**:
-  - Both expenses must be editable. That includes unreported expenses, or ones on a Draft or Processing report that hasn’t yet been approved.
+  - Both expenses must be editable. That includes unreported expenses, or ones on a Draft or Outstanding report that hasn’t yet been approved.
 
 ## What happens when you merge?