How you approve an expense claim in Dext depends on whether your account has the new approval process enabled. This article covers both.
Which process applies to your claim
Whether you see an Approvals tab in Costs > Expense claims tells you which approval process is in use.
If you see an Approvals tab, your account has the new approval process enabled. Claims here may be routed by a workflow or requested ad hoc, and you approve them the same way either way.
If there's no Approvals tab, your account uses the classic process. Claims are submitted to you directly and you're notified by email.
Approve a claim from the Approvals tab (new approval process)
With the new approval process enabled, claims awaiting your approval — whether routed by a workflow or requested ad hoc — appear in the Approvals tab under Costs > Expense claims.
By default, the Approvals tab defaults to the Assigned to me view. To see all claims pending approval across the account, select All items or View all approvals.
From the Approvals tab:
To approve, select the dropdown arrow next to Approve on the claim row and choose Approve or Approve with comment.
To reject, select Reject. The claim is returned to the submitter's Expense claims inbox.
From inside a claim:
Go to Costs > Expense claims > Approvals and open the claim.
Select the dropdown arrow next to Approve and choose Approve or Approve with comment, or select Reject to return it.
Once approved, the claim moves to Approved status. If the workflow has Auto-publish once approved enabled, it publishes to your accounting software automatically. Otherwise, a Publish button appears on the claim.
Note: Admin users, including accountants and bookkeepers with access to the account, can approve or reject any claim, even if they're not the assigned approver. To manage how often you're notified about approval activity, go to User settings > Email notifications > Approval email notifications.
Approve a claim without the new approval process
If your account doesn't have the new approval process enabled, claims submitted for approval are sent to you directly instead of appearing in an Approvals tab.
When a claim is submitted to you, you'll receive an email notification with a link to the claim. You can also find it in Costs > Expense claims, where it shows a Waiting status in the Approval status column.
To approve a claim, open it and select Approve claim at the top of the page.
Note: Any Admin user, including accountants and bookkeepers with access to the account, can approve a claim regardless of who it was submitted to. Under this process, claims can also be published without approval.
What happens after approval
Once a claim is approved, it's ready to publish to your accounting software. For next steps, go to How to publish, export, or share an expense claim.