This is part of our Automating Your Bookkeeping series (Chapter 3 of the Dext tutorial hub):

• Lesson 1: Setting Up Supplier Rules in Dext to Save Time
• Lesson 2: Using Line Item Extraction in Dext for Detailed Cost Coding
• Lesson 3: How Dext Prevents Duplicate Bill Entries
• Lesson 4: Tracking Vehicle Mileage with Dext
• Lesson 5: Managing Employee Expense Claims in Dext

If staff pay for things out of pocket, Dext gives you a simple way to capture, approve and reimburse those costs.

1. Submitting a claim

Employees can photograph a receipt and submit it as an expense claim directly through the app.

2. Setting up an approval workflow

You can require claims to be approved before they are processed, keeping a clear record of what was spent and why.

3. Categorising claims correctly

Make sure claims are coded to the right expense category so your reports stay accurate.

4. Reimbursing staff

Once approved, claims can be included in the next pay run or reimbursed separately, whichever suits your process.

Dext’s Help Centre covers expense claim workflows: watch the official Dext tutorial. Our registered BAS agents can help set up an approval process that suits your team.