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How to scan and upload documents in the Dext mobile app

Learn how to scan receipts, upload invoices, and submit PDF documents using the Dext mobile app. Capture paper documents, choose Costs or Sales, and review items before submitting.

Alexander avatar
Written by Alexander
Updated today

You can use the Dext mobile app to scan paper receipts and invoices or upload PDF and image files directly to your Costs or Sales inbox.

This article explains how to:

  • Capture paper documents

  • Upload PDFs or photos from your device

  • Choose who to submit as

  • Review and edit items before submitting


Scan a paper receipt or invoice

To capture a physical document:

  1. Open the Dext mobile app.

  2. Go to your Costs or Sales inbox.

  3. Tap the camera button at the bottom of the screen.

  4. Take a photo of your document.

  5. Review the details if needed.

  6. Tap Submit.

Dext mobile app camera screen in Single mode showing a receipt inside the yellow capture frame, with capture button at the bottom, Costs dropdown selected, and Single/Multiple/Combine options visible.

Use camera modes

The mobile app includes different capture modes depending on the type of document:

  • Single – For one receipt or invoice on a single page (most standard receipts).

  • Multiple – For several separate receipts captured at the same time (up to 50 photos).

  • Combine – For one document that spans multiple pages, such as long receipts or multi-page invoices (up to 50 photos).

Switch between modes at the bottom of the camera screen before taking photos.


Choose Costs or Sales

The item type is automatically set based on the inbox you opened the camera from.

Use the dropdown in the bottom-right corner only if you want to switch before submitting.

If you upload to the wrong inbox, you can open the item later and use the menu (three dots) to convert it to Costs or Sales.


Submit on behalf of another user

If you have permission to submit for someone else:

  1. Tap the name at the top of the camera screen.

  2. Select the correct user from the list.

  3. Continue capturing your document.

This ensures the item is assigned to the correct person.


Upload PDFs or photos from your device

You can also upload digital files instead of scanning a paper document.

To upload from your device:

  1. Tap the camera button.

  2. Tap the image icon in the bottom-left corner.

  3. Select:

    • PDF files (max 50), or

    • Photos

  4. Choose your file(s).

  5. Review and tap Submit.

Tip: You can also share files directly to Dext from another app on your device by selecting Share > Dext.


Review and edit before submitting

After capturing or uploading a document, you’ll see the Review screen.

From here you can:

  • Expand Item details to view or edit fields.

  • Crop the image using the crop icon (top-right).

  • View the image in full screen.

  • Tap Submit when ready.

Review screen in Dext mobile app showing captured document preview, expandable Item details, and Submit button at the bottom.

Note: You do not need to complete every field before submitting.


What happens after you submit?

After you tap Submit, your document is uploaded and begins data extraction.

While extraction is in progress, the item appears under Processing at the top of your inbox.

Costs inbox displaying an item marked as Extracting 1 item under the Processing section.

Viewing items in Processing

If you tap the Processing section, you’ll see a list of items currently being extracted.

Extraction usually takes a short time.

Once complete:

  • The item moves into your inbox.

  • The extracted data (such as supplier, date, and amount) is available for review.


What’s next?

Once your documents have finished processing, you can:

Create an expense claim

Group related receipts and invoices together before submitting them for approval or review.

Publish your items

If your account is connected to accounting software, you can publish items directly from the mobile app.

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