Once an expense claim is ready, you can publish it to your accounting software, export it as a CSV or PDF, or send it by email. You can do all of this from the Expense Claims inbox or from inside an individual claim.
Publish an expense claim
Publishing an expense claim sends it to your connected accounting software as an unpaid purchase invoice or bill, with each item in the claim as a separate line item.
Before publishing, make sure every item in the claim has a category assigned.
From the Expense claims inbox:
To publish a single claim, select Publish on the claim row.
To publish multiple claims, select the checkboxes next to the claims you want, then select Publish in the toolbar.
From inside a claim:
Open the claim from the Expense claims inbox.
Select Publish at the top of the page.
Tip: To publish an expense claim from the Dext mobile app, see Manage expense claims in the mobile app.
Export an expense claim
You can export an expense claim as a CSV or PDF. Both formats let you set a detail level and optionally archive the claim after export.
From the Expense claims inbox:
Go to Costs > Expense claims.
Select the checkbox next to the claim or claims you want to export.
Select Tools > Export.
In the export modal, select CSV or PDF.
Set your options (see below), then select Export.
From inside a claim:
Go to Costs > Expense claims and open the claim.
Select Export > Export.
In the export modal, select CSV or PDF.
Set your options (see below), then select Export.
CSV export options
When exporting as a CSV, you can set:
Detail level - choose Report summary for a claim-level overview, or Receipts for a line-by-line breakdown.
CSV format - choose the format that matches your accounting software, or use Dext default.
Archive items after export - tick this to move the claim to your Archive once the export is complete.
PDF export options
When exporting as a PDF, you can set:
Detail level - choose Report with receipts to include receipt images, Report summary for a summary only, or Receipts for images only.
Archive items after export - tick this to move the claim to your Archive once the export is complete.
Note: You can customise how exported PDFs are formatted - including item order and whether certain columns are shown. Go to Business settings > Exports to review these options.
Send an expense claim by email
Sending by email delivers a CSV and PDF of the claim to any email address you specify. Download links in the email expire after 30 days.
From the Expense claims inbox:
Go to Costs > Expense claims.
Select the checkbox next to the claim or claims you want to send.
Select Tools > Send by email.
Fill in the email details and set your export options.
Select Send.
From inside a claim:
Go to Costs > Expense claims and open the claim.
Select Export > Send by email.
Fill in the email details and set your export options.
Select Send.
Share receipt images with exports
When Image Sharing is on, Dext includes links to the source document images when you export items as a CSV or PDF, or share them by email.
To turn on Image Sharing:
Go to Business settings > Exports.
Under Image sharing, turn on Allow sharing of source document images with exports.
