You can submit an expense claim for approval in Dext in 2 ways, depending on whether your account has an approval workflow set up.
Which process applies to you?
If you see Request approval on your claims, your account has an approval workflow enabled. This is the recommended process - the approver and any conditions are defined in the workflow, so you don't need to choose them yourself.
If you see Submit for approval instead, your account isn't using approval workflows. You choose the approver manually when you submit.
Approval workflows are set up by an Admin user in Business settings > Approvals > Expense claims. For more on how workflows work, seе How to set up expense claim approval workflows in Dext.
Request approval (with an approval workflow)
If your account has an approval workflow enabled, the approver and conditions are set in the workflow. You don't need to choose an approver yourself.
When a workflow applies to your claim, you'll see a Request approval button on the claim row and inside the claim.
From the Expense claims inbox:
Go to Costs > Expense claims.
Select Request approval on the claim row.
From inside a claim:
Go to Costs > Expense claims and open the claim.
Select Request approval at the top of the page.
Once submitted, the claim moves to the Approvals tab and its status changes to Pending. The assigned approver is notified by email.
If the workflow has Auto-publish once approved enabled, the claim publishes to your accounting software automatically when all approval stages are complete.
Otherwise, a Publish button appears on the approved claim.
Note: If the workflow doesn't allow editing after submission, you won't be able to change the claim's items until it's approved or rejected. Rejected claims are returned to your Expense claims inbox.
Submit for approval (no approval workflow)
If your account doesn't have an approval workflow enabled, you can submit a claim for approval and select who reviews it.
From the Expense claims inbox:
Go to Costs > Expense claims.
Select the checkbox next to the claim you want to submit.
Select Submit for approval in the toolbar.
In the Approver dropdown, select the person you want to approve the claim.
Select Submit.
From inside a claim:
Go to Costs > Expense claims and open the claim.
Select Submit for approval at the top of the page.
In the Approver dropdown, select the person you want to approve the claim.
Select Submit.
The approver receives an email notification and can approve the claim from inside it or from the Expense claims inbox.
Once submitted, the claim shows a Waiting status in the Approval status column.
Note: Any Admin user, including accountants and bookkeepers with access to the account, can approve a submitted claim. With the old approval process, claims can still be published without approval.