How to create Expense Claims
An Expense Report should be created in Dext when you need to submit expenses for reimbursement. This typically applies when you’ve paid for business costs out of your own pocket. By creating an Expense Report, you generate a summary of your expenses that can be submitted for approval and payment.
Steps to Create an Expense Report:
- Submit Your Receipts
- Ensure all relevant receipts are uploaded to your Dext Inbox before proceeding.
- Review Receipt Details
- Check that all receipt details are correct.
- Pay special attention to the expense category, such as:
- Travel and Subsistence
- Staff Entertainment
- Client Entertainment
- Add Receipts to an Expense Claim
- Select the relevant receipts.
- Click ‘Add to Expense Claim’.
- Choose ‘New Claim’ and enter the necessary details.
- Submit for Approval
- Once your claim is complete, you can send it to your line manager for approval.
- Be sure to check your company’s expense policy for any specific submission requirements.
What Happens Next?
- Once receipts are added to an Expense Report, they will automatically move to your Archive.
- You can still access them if needed.
📽️ Watch the video below for a step-by-step demonstration on creating and submitting an expense report.
Further resources
Dext's guide on expense claims: https://help.dext.com/en/s/article/how-to-create-an-expense-report