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Dext Integration

ApproveThis manages your Dext Integration approvals.

April 17, 2025

Integration Category: Accounting

When Paper Pushers Meet Process Nerds

Let's get real - nobody became an accountant to chase down receipt approvals or play middleman between department heads. Yet here we are, with finance teams spending more time herding cats than actual financial analysis. That's why pairing ApproveThis' approval automation with Dext's receipt data magic isn't just convenient - it's survival mode for modern businesses.

Dext turns paper receipts into structured financial data. ApproveThis turns "Hey, can you approve this?" into a tracked, automated process. Together? They turn your finance team from bottleneck to strategic partner. We're talking about cutting approval cycle times from days to hours while maintaining ironclad compliance - without adding more seats to your accounting software.

Why This Combo Works (When Others Don't)

Most approval tools treat finance workflows like generic checkboxes. ApproveThis gets specific with:

  • Monetary thresholds that auto-approve small expenses but flag big spends
  • Dynamic calculations that adjust approval paths based on receipt totals
  • Delegation rules that prevent approvals from dying in someone's PTO inbox

Meanwhile, Dext isn't just scanning receipts - it's extracting vendor details, dates, and amounts into structured data that actually plays nice with approval logic. Put them together through Zapier, and you've got a self-auditing system where:

  • Receipt data triggers exact approval rules
  • Approval decisions update financial records automatically
  • Every step leaves an audit trail even your grumpiest auditor will love

Real-World Use Cases That Don't Suck

1. The Auto-Pilot Expense Workflow

How it works: Dext processes a receipt → Zapier fires data to ApproveThis → Approval request routes based on amount, department, or project.

Who kills it with this:

- Retail chains approving store-level purchases without corporate micromanagement
- Construction firms handling equipment rentals with project-based approvals
- Hospitality groups managing perishable inventory orders across locations

Pro tip: Use ApproveThis' calculated fields to automatically add tax or convert currencies for international receipts.

2. The Two-Way Approval Sync

How it works: ApproveThis decisions trigger Dext updates → Approved receipts get categorized → Denied expenses flag in reports.

Who needs this:

- Companies using Dext for client accounting services
- Businesses with strict per-diem policies
- Teams managing grant-funded projects with specific expense rules

Cool factor: ApproveThis' vacation delegation means no more "Waiting for Karen's reply" emails - requests automatically reroute if someone's OOO.

3. The Audit Trail Special

How it works: Every Dext receipt processed → Creates time-stamped approval thread → Full audit trail with comments and versions.

Who sleeps better at night:

- Public sector teams with strict compliance needs
- Healthcare organizations handling PHI-related purchases
- Startups prepping for Series A due diligence

Setup That Doesn't Require IT (Seriously)

1. Connect Zapier to both ApproveThis and Dext
2. Choose your trigger (New Dext receipt → Create ApproveThis request)
3. Map receipt data to approval fields (amount, vendor, notes)
4. Set approval rules (thresholds, approvers, escalation paths)
5. Test with a $5 coffee receipt before rolling out company-wide

Key thing: Approvers only need ApproveThis access - no extra Dext licenses required. Huge win when working with external clients or cross-department teams.

Department-Specific Wins

For Finance Teams

Kill spreadsheet tracking. Auto-route expenses based on GL codes from Dext. Set hard rules ("No AWS charges over $10k without CTO sign-off") while staying the good guy.

For Operations

Approve inventory purchases against PO numbers. Get alerted when project budgets hit 75% capacity. Stop playing messenger between procurement and accounting.

For Accounting Firms

Give clients a slick approval portal without exposing your Dext instance. Maintain separation between client requests and internal processes. Bill for advisory instead of data entry.

Why This Isn't Just Another Integration

Most app combos just shuffle data. This one actually closes loops:

1. Dext provides structured spend data
2. ApproveThis applies business rules
3. Decisions feed back into financial records
4. Reports auto-generate with full context

It's the difference between tracking approvals and actually governing spend. With features like conditional routing and auto-escalation, you're not just moving requests faster - you're enforcing policy at scale.

Getting Real About Limitations

This isn't magic fairy dust. You'll still need to:

- Set clear approval policies upfront
- Train teams on receipt submission standards
- Review thresholds quarterly as business scales

But compared to manual processes? You're replacing 80% of the grunt work with guardrails that actually work. The other 20% becomes strategic analysis instead of administrative babysitting.

Ready to Stop Being a Approval Middleman?

If you're...

- Tired of "Did you approve that?" Slack searches
- Done with expense report surprises at month-end
- Over playing referee between departments

...then it's time to let these tools do the heavy lifting. Register for ApproveThis, connect your Dext account via Zapier, and see how many approval fires get put out before they start.

Or if you're the cautious type, book a demo where we'll show exactly how construction firms approve equipment rentals 68% faster or how agencies keep client spend in check without micromanaging.

Either way - stop letting approval processes sabotage your actual work. This isn't 2012. Your tools should talk to each other so you don't have to.

🥳

Integrate with Dext Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for Dext

Suggested workflows (and their Zapier components) for Dext

Create approval requests for new Dext receipts

Stop manually creating approval requests for every processed receipt. With this integration, after a receipt is processed in Dext, an approval request is automatically initiated in ApproveThis, ensuring that financial operations stay in control.

Zapier Components

Dext Logo

Trigger

Export New Processed Receipt Data

When a new receipt is submitted and processed, it automatically exports chosen fields to your preferred destination.

Action

Create Request

Creates a new request, probably with input from previous steps.

Submit receipts on approval in ApproveThis

Eliminate manual submissions for receipts once approved in ApproveThis. This automation ensures that every time a request gets approved or denied, the associated receipt is submitted in Dext efficiently for further processing.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Dext Logo

Action

Submit Receipts

This Zap allows you submit an image from another app as a receipt for processing.

Initiate approval for new processed Dext receipts

As soon as a receipt is processed in Dext, this integration triggers an approval request in ApproveThis. This ensures no financial detail is missed and keeps the approval workflow streamlined and efficient.

Zapier Components

Dext Logo

Trigger

New Processed Receipt Notification

Triggers when a new receipt has been processed and allows you to create custom notifications.

Action

Create Request

Creates a new request, probably with input from previous steps.