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.
Note: Expense claims aren’t available in Dext Solo.
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 or your accountant/ bookkeeper.
For a full breakdown of roles and permissions, go to 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
How to manage expense claims in the Dext mobile app — create and manage expense claims on the go in the Dext mobile app
Approval
How to set up expense claim approval workflows in Dext — set up automated approval flows with multiple stages and conditions