Policies and limits
Categories and claim limits, monthly department caps set to warn or block, and multi-level approvals set in the Hub.
dexta SpendExpense claimsExpense claims that land in the books with GST sorted.
Staff claim against your policy, managers and finance approve, and every claim reaches the books with its GST and cost centre.
GST checked on the way in
GSTINs are checked, CGST and SGST or IGST is worked out from the place of supply, and claimable input tax goes to Books as a supplier bill.
TDS warnings for finance
Finance is warned when payees that employees paid cross the 194C, 194J, 194-I or 194H limits.
Advances, cards and leavers
Advances and their recovery, company card statements matched to claims, and a leaver's open claims settled in their final pay.
Who uses it
What each person does in Spend.
Employees
Claim with receipts and a GST invoice, group a trip into one report, ask for an advance, and sort card spends.
Managers
Approve their team's claims with every policy warning in view, or let a delegate decide while they're away.
Finance
Gives the final approval, pays in bulk or by bank file, imports card statements and gets TDS warnings on payees.
Admins
Set categories, policies, per-person and department limits.
Works with
What Spend hands to the other apps, and gets back.
It shares one employee record with the rest of the suite. Each hand-off below happens inside Dexta, with no export.
Dexta BooksEvery approved claim posts with the claimant's department cost centre; GST claims post as a supplier bill with input credit; advances and card spends too.
Dexta PayFlexible-benefit bills, and a leaver's open claims and unsettled advances in the final settlement.
Dexta HubDepartments, approval chains and delegations while someone is away.
Everything in Dexta Spend
44 features that work today.
Listed from the product itself. Where a feature needs an account with an outside provider, it says so.
Claims
Expense claims
Record what was spent, when, in which category and currency, save as draft, submit.
Receipts
Attach receipts (up to 10 MB each); they can't change once a claim is approved.
Expense reports
Group several claims (a trip) into one report that is approved and paid together.
Recall and resubmit
Pull back a submitted claim or report to fix it.
GST invoice on a claim
Capture supplier GSTIN, invoice number, HSN/SAC and tax so the company can take input credit.
Claims in foreign currency
Claim in any currency; converted to company currency at the day's rate.
Company exchange rates
Finance sets its own rates by date, used before the live rates.
Claim history
Every step of a claim, who and when.
Disputes on rejected claims
Appeal a rejection: manager first, then finance makes the final call.
Flexi benefit billsWith Dexta Pay
Bills for Pay's flexible benefits claimed in Spend and reimbursed with salary.
Leaver drafts
Finance submits a leaver's unsent drafts so they reach the final settlement.
Policies and limits
Expense categories
The company's own list of categories, each with optional TDS nature and flexi link.
Expense policies
Per category, department or role: max amount, monthly count, per diem, receipt required.
Department spend limits
Monthly cap per department, set to warn or block.
Personal spend limits
Monthly cap per person.
Policy flags for approvers
Approvers see every policy warning on the claim before deciding.
TDS warning on payee claims
Warns finance when employees pay a contractor, professional, landlord or agent past the TDS limit.
Approvals
Manager then finance approval
Two stages; a manager approves only their own team.
Multi-level approval chains
Claims and advances follow chains set in Dexta Hub, with auto-escalation after N days.
Approvals while away
A manager's delegate decides for them, shown as "approved by X for Y".
Waiting for me
One list of what's waiting on the person.
Second-person rule
Nobody approves or pays their own claim; one person can't both approve and pay.
Notifications
Bell line and email at each hand-off (submitted, approved, rejected, paid).
Advances and company cards
Travel / cash advances
Ask for money before a trip; finance approves and pays it.
Set advance against claims
An advance is used up against approved claims; the rest is returned.
Leaver advances recoveredWith Dexta Pay
Unsettled advances go into Pay's full and final settlement.
Company cards
Register cards to holders and import the card statement CSV.
Card spend to claim or personal
Cardholder claims each spend or marks it personal (recovered); refunds matched.
Paying and accounting
Record payments
Record a manual payment (reference, amount), one or in bulk; undo until exported.
Bank payment file
File of approved unpaid claims, generic CSV or HDFC ENet bulk upload.
Payouts through RazorpayNeeds your RazorpayX account
Pay claims straight to employees' bank accounts with status updates.
Employee bank accounts with approval
Employees ask for an account change; a second person approves.
Post to Dexta BooksWith Dexta Books
Each approved claim posts to Books; GST claims post as a supplier bill with input credit.
Cost centre by departmentWith Dexta Books
Books entries carry the claimant's department cost centre.
Claims settled in F&FWith Dexta Pay
Pay's final settlement pays a leaver's approved claims and marks them settled.
Claims and payments exports
Claims and payments as CSV or Excel, by date range.
Reports, admin and records
Dashboards
My, team and company view: status counts, month trend, policy compliance, top category, disputes.
Users and roles
Set spend limits and manager role per person, by screen or bulk file.
Departments from Hub
Departments come from Dexta Hub.
Receipt storage on CloudinaryOptional: Cloudinary file storage
Store receipts on the company's Cloudinary instead of the server's disk.
Audit trail
Every change, who and when.
DPDP: my data, erasure, read log
Data copy, erasure past retention, log of who read a claim.
Full company data export
Every Spend table as CSV in the company's export zip.
Migration of open claims and advances
Approved unpaid claims and unsettled advances from the old system, all or nothing, with undo.
In a demo
Moments worth seeing.
- A claim with a GST invoiceAdd the receipt and the supplier's GSTIN, and see policy warnings before submitting.
- The manager's queueTeam claims with their policy flags, approved or rejected in one place.
- Paying claimsPay in bulk, download the bank file, and see what posted to Books.
- Company cardsImport a card statement and watch spends become claims or personal recoveries.
The rest of the suite
One employee record, eleven apps.
Try Dexta
See your own month in Dexta.
A 30-minute demo on a sample company: a week of timesheets approved, the payroll run, and the entries landing in the books.