Auto Expense Claims automates the creation, population and completion of Expense Claims.
Once set up, it will routinely create expense claims for specified users whenever they submit an item to Dext. These items will automatically be added to the Expense Claim for the period it was submitted in.
By using Auto Expense Claims:
- A new claim will be created at the frequency set when the auto expense claim is created; every week, fortnight or month
- Any new items submitted by users with Auto Expense Claims will be automatically added to their claim
- At the end of the claim period, the Expense Claim will automatically close and a new claim will be created
This article is relevant to the enhanced Dext experience. You can access the article for the legacy Dext experience here.
Expense Claim Roles & Permissions
Keep in mind that you must have the appropriate roles and permissions assigned to create and manage auto expense claims:
Practice Roles & Permissions:
- Admin users have full permission to create and manage auto expense claims
- Client Admins & Standard Users must have ‘Manage Practice’s Business‘ enabled to create and manage auto expense claims
Edit a team member’s role and permissions by going to Team in the sidebar, then clicking Manage next to the relevant colleague and clicking Edit privileges.
Business Roles & Permissions:
- Business Admins and User Admins have full access to creating and managing auto expense claims
- Standard Users must have ‘Create expense claims’ enabled
Edit a user’s role and permissions by going to Users in the sidebar, then clicking Manage next to the relevant colleague and clicking Edit privileges.
Creating Auto Expense Claims
To set up an Auto Expense Claim:
- Go to Costs in the sidebar, then Expense Claims.
- Click Tools at the top of the page, then Manage Auto Expense Claims.
- You’ll then enter the setup wizard that will guide you through the necessary steps
- Specify how frequently you’d like new claims to be issued (weekly, fortnightly or monthly). Click Next.
- Specify which date of the month, or day of the week (for weekly or fortnightly) you’d like the Expense Claims to be created. Click Next.
- Specify which users on the account should have Auto Expense Claims using the dropdown.
Note: Users with Auto Expense Claims will have all of their submitted documents automatically added to their Expense Claim.
- Specify whether you’d like existing items in the Inbox from your specified account users to be included in the Expense Claim.
- Click Save. The new Expense Claims will be created.
You can identify Auto Expense Claims from regular Expense Claims. The Robot icon indicates that an Expense Claim has been created through an Auto Expense Claim.
You can edit how Auto Expense Claims work in this account at any time, by pressing Actions, then the Manage Auto Expense Claims button.