If your team submits receipts and expenses for reimbursement, expense claims are how you manage them in Dext - grouping costs by person, getting approval where needed, and publishing them straight to your accounting software.
Permissions
To create expense claims, you need either the Admin role or the Create expense claims permission enabled. Accountants and bookkeepers accessing a client account have Admin-level access by default.
If you need access, contact an Admin in your account, your accountant or bookkeeper. For a full breakdown of roles and permissions, see Roles and permissions in Dext.
Working with expense claims
The articles below cover each stage of the expense claims workflow:
Create and manage claims
How to set up Auto Expense claims in Dext - automate claim creation on a weekly, fortnightly, or monthly schedule
How to edit an expense claim in Dext - update claim details and add, remove, or move items
Approval
How to set up expense claim approval workflows in Dext - configure automated approval flows with multiple stages and conditions