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How do I publish items from the Dext mobile app?

Publish Costs and Sales items from the Dext mobile app once they’re ready. This article explains who can publish and how to send receipts or invoices to your accounting software.

Alexander avatar
Written by Alexander
Updated today

To publish from the Dext mobile app, swipe a Ready item in your Costs or Sales Inbox from left to right and tap Publish. You can also open any item and tap the Publish button at the bottom of the Item details page to send it directly to your connected accounting software.

Important: Mobile publishing is not supported for Sage 50 or QuickBooks Desktop. Please use the Dext web app for these integrations.


Who can publish items?

Publishing depends on your role and permissions in Dext.

  • Admin users: Have full publishing rights by default, including accountants and bookkeepers accessing a client account.

  • Standard users: Can only publish if publishing permissions are enabled.

If you need access, contact an Admin in your Dext account or your accountant/bookkeeper.


What do I need to check before publishing?

The Publish button only appears if the item is complete. Ensure:

  1. The document is successfully uploaded.

  2. All mandatory fields (Category, Supplier, Total amount) are filled.

  3. The status icon is green and says Ready.


How do I publish from the Inbox?

  1. Open the Costs or Sales Inbox in the Dext mobile app.

  2. Swipe the item from left to right.

  3. Tap the green Publish button.

Costs Inbox in the Dext mobile app showing a receipt item swiped from left to right, with the green Publish button visible next to the item.

How do I publish from the Item details page?

  1. Open the Costs or Sales Inbox in the mobile app.

  2. Tap the item you want to publish.

  3. Tap Publish to (your accounting software) at the bottom of the screen.

Item details page in the Dext mobile app showing a Ready item with the Publish button visible at the bottom of the screen.

What happens after publishing?

After publishing:

  • The item is sent to your connected accounting software.

  • The item moves from the Inbox to Costs or Sales Archive.

How to find published items:

  1. In the Costs or Sales Inbox, tap the (...) menu in the top right.

  2. Tap Archive.

  3. Find your item in the list.

Costs Inbox in the Dext mobile app with the (...) menu open, showing the Archive option.
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