Approving expense claims

What you’ll do: approve or reject a claim, and (for finance) pay it.

Who can do this: managers approve first. Finance approves second and records the payment.

Steps

1. In Dexta Spend, open Approvals and click Review on a claim.
2. Check the amount, category and receipt.
3. Write your Notes (needed either way) and click Approve or Reject. Your note is the reason the employee sees.
4. Finance: open Approvals and do the same for claims the manager has approved.
5. Open Payments. Tick the claims and click Mark selected paid, or use Record manual payment. Fill in the Payment method, Bank reference and Paid on date.

Good to know

• Finance can download a Bank file (CSV) or an HDFC ENet file to pay many claims at once.
• Finance can’t approve a claim while it’s still with the manager.
• Who approves which claims, and how many steps there are, is set in the Hub under Approval chains.
• Finance gets a warning when payees that employees paid cross the TDS limits under 194C, 194J, 194-I or 194H.

Related

• Submitting an expense claim
• GST on expense claims
• Approval chains and delegating
• Dexta Spend