How you approve an expense claim in Dext depends on whether your account has an approval workflow enabled. If it does, claims awaiting approval appear in the Expense claims Approvals tab. If it doesn't, you'll be notified by email and can approve it directly from inside the claim.
Which process applies to you?
If you can see an Approvals tab in Costs > Expense claims, your account has an approval workflow enabled.
If there's no Approvals tab, your account is using the previous approval process. Claims are submitted to you directly and you'll receive an email notification when one needs your review.
Approve a claim (with an approval workflow)
When a claim is submitted for approval, it appears in the Approvals tab under Costs > Expense claims.
By default, the tab shows claims Assigned to me. 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 automatically publishes to your accounting software. 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 (no approval workflow)
When a claim is submitted to you for approval, 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 or reject the claim, open it and select Approve claim or Reject 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. With the old 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. See How to publish, export, or share an expense claim for next steps.