The Costs inbox in Dext is where all your purchase-related documents - such as receipts, bills, and supplier invoices - are collected and processed.
It’s separate from the Sales inbox, which handles documents related to what your business sells (accounts receivable).
Whenever you or another user uploads a cost document, Dext automatically extracts key details and displays the item in your Costs inbox.
Tip: Can’t find a document? Check the Submission history to see if it was submitted successfully.
Sections in the Costs workspace
Your Costs workspace is divided into clear sections to help you manage documents efficiently:
Inbox: Items ready to be published, exported, or reviewed if information is missing.
Processing: Documents that are currently being processed, showing the estimated time remaining.
Approvals: Holds all documents awaiting approval (if applicable).
Archive: Stores items that have been published or manually archived.
You can also enable two optional sections in your settings:
To Review: Contains documents missing required details (usually the Category field). You’ll need to complete this before publishing or exporting.
Ready: Contains documents that have all necessary details and are ready to be published or exported as a CSV or PDF.
To enable these sections, go to Business Settings > Extraction > Inbox tabs, then toggle Show To review and Ready tabs to Yes.
How item data is organized
Each section in the Costs inbox is displayed in a table format with several key columns:
Status: Shows whether an item has been viewed, edited, or is ready to publish.
User: Displays who uploaded the document.
Date: Shows the invoice or issue date. If no date is detected, Dext uses the submission date.
Supplier: Indicates the supplier extracted from or applied to the document.
Category: Displays which section of your chart of accounts the item belongs to. You can update this quickly using the dropdown menu.
Total: Shows the document’s total amount and currency.
Tax: Displays the tax amount extracted from the document.
You can customize your view by adding Additional Columns using the Table settings cog in the top-right corner.
Moving documents between Costs and Sales
If you’ve uploaded a document to the wrong workspace by mistake, you can easily move it:
Go to the workspace where the document currently is.
Select the checkbox next to the document(s).
Click Move to and choose Sales (or vice versa).
This ensures your financial documents stay organized in the correct workspace.
