You can edit an expense claim in Dext in 2 ways: by updating the claim details in the Claim details panel, and by adding, removing, or moving the items within the claim. Both are done from inside the claim.
Note: Claim details can't be edited while a claim is submitted for approval. Depending on the approval workflow, individual item fields may still be editable during this time.
Edit claim details
The Claim details panel on the right side of a claim lets you update the claim-level information. To open it, select the Claim details icon in the top right corner of the claim if the panel isn't already visible.
The following fields are editable:
Claim for - the user the claim belongs to
Claim name - an optional label for the claim
Claim supplier - the supplier the claim publishes under; defaults to the claim owner's name
End date - the closing date of the claim
Currency - the currency for the claim
Claim description - optional notes about the claim
Paid - mark whether the claim has been paid
Publish to - the destination in your accounting software
Payment method - the payment method used
Internal note - a private note not included in exports
Changes are saved automatically.
Add items to a claim
You can add items to a claim in 3 ways:
From inside the claim: Select Add items at the top of the claim. This opens a panel showing your Costs inbox, where you can select items and add them.
From the Costs inbox:
Go to Costs > Costs inbox.
Select the checkbox next to the item or items you want to add.
Select Add to expense claim in the toolbar, then choose the claim.
From an item's Details page: Open the item from the Costs inbox and select Add to expense claim in the action bar at the top.
Remove, move, or bulk edit items
To remove, move, or bulk edit items within a claim, select the checkbox next to the item or items you want to act on, then select Actions.
Move
Move lets you reassign an item to a different claim. In the modal, choose Existing claim to move the item to a claim that already exists, or New claim to create a new claim for it at the same time.
Remove
Remove returns the item to your Costs inbox. A confirmation modal appears before the item is removed.
Bulk edit
Bulk edit lets you update a field across multiple selected items at once - for example, applying the same category to several items in one step.
Editing while a claim is in approval
When a claim has been submitted for approval, the Claim details panel is read-only and cannot be edited. Depending on the approval workflow settings, individual item fields may still be editable during this time.
If you need to edit the claim details while it's in approval, select Cancel request at the top of the claim. This returns the claim to your Expense claims inbox and resets its approval status, so you can make changes and resubmit when ready.
