How pending expense reports carry into the current period

Why a receipt dated before your reset date can still count against this year's allowance while it waits for approval.

Your benefit allowance runs in one-year periods that roll over on your company's reset date, and the allowance bar on your dashboard only shows what counts toward the current period. An expense report you submitted late in the previous period but that has not been approved yet is an exception: while it waits for review, CLVR carries it into the current period so it still counts against this year's remaining balance. This article explains why that happens and when it settles.

How an expense gets assigned to a period

Each item on your dashboard is matched to a benefit period using an effective date, and the rule depends on the item:

• Approved expense reports use their approval date. The period that date falls in is the one the report counts against.
• Pending expense reports normally use the receipt date you entered. But if that date falls before the current period started, the report is carried forward and counts in the current period instead.
• Purchases and manual items always use their own date. They are not carried over.

So the carry-over rule only ever applies to an expense report that is still Pending.

Why a receipt from last period can lower this period's balance

Say your allowance reset at the start of the year, and you submitted a receipt dated in late December. If review has not finished, that report is still Pending, its receipt date is before the new period's start, so CLVR rolls it into the current period. The result: a receipt from last period reduces your remaining balance this period while it sits in review.

This is intentional. It keeps a report you have not yet been credited for from quietly disappearing across the reset, so the allowance bar reflects money that is genuinely still committed.

What happens once it is approved

When the report is approved, it stops using the carried-over date and switches to its approval date. The period that approval date falls in is where the report finally settles:

• Approved in the new period? It stays counted against the current period, the same place you already saw it while it was pending.
• The amount that counts is the cost shown on the report, which may differ from your receipt total if the category has a tax-free threshold or part of it falls outside your remaining balance.

Where to see this

• The allowance bar and the category breakdown on your dashboard already include any carried-over pending report, so the figure you see is the committed one.
• Open My Benefits to see each report and its status (Pending, Approved, or Declined) and the receipt date you entered.

Troubleshooting

• My balance dropped right after the reset. Check My Benefits for a report still marked Pending with a receipt date from before the reset. That is the carried-over item. Its amount is released back only if the report is Declined.
• A pending report is not showing this period. Only expense reports carry over. A purchase or a manual item always uses its own date, so an item dated last period stays in last period.
• The amount looks different from my receipt. The figure that counts is the report cost after any tax-free threshold and your remaining balance, not always the full receipt total. See which spending counts toward your allowance bar.