Dext

Set up automated approval workflows for cost and sales documents in Dext. Define criteria, stages, approvers, and workflow priority.

How to set up approval workflows for cost and sales documents

Review, approve, or reject Costs and Sales items from the Approvals tab. Admins can act on any item; standard users see their own.

How to review and approve Costs and Sales items in Dext

Create and manage approval workflows for expense claims in Dext, and learn how to review, approve, and reject submissions.

How to set up expense claim approval workflows in Dext

Submit an expense claim for approval in Dext by workflow, ad hoc approver choice, or the classic process.

How to submit an expense claim for approval

Approve or reject expense claims in Dext from the Approvals tab or directly, depending on your approval process.

How to approve an expense claim

Set up automatic email reminders in Dext to notify approvers of outstanding costs, sales, and expense claim approvals.

How to set up approval reminders in Dext

When multiple workflows could apply to a document, Dext uses rule specificity to pick one. Learn how priority is determined.

How approval workflow priority works in Dext

Understand who can create and manage approval workflows, and how to grant approval permissions to practice users.

How do approval permissions work in Dext?

Request approval on Costs and Sales documents in Dext, whether or not they match an approval workflow.

How to request approval for Costs and Sales documents in Dext

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