Fetch automatically collects bills and invoices from your supplier portals and adds them to your Costs inbox. Once connected, Dext checks each portal weekly for new documents, so you don't need to log in and download them manually.
How to set up a Fetch connection
Go to Business settings > Connections > Cost Connections and select Connect.
Select Add connection.
Search for your supplier in the Connect to a supplier modal and select Connect next to the relevant portal. Make sure you select the correct portal for your region - some suppliers have separate portals for different countries or for personal and business accounts.
Select a Document owner - this is the user that fetched documents will be assigned to.
Set a date in the Load the transactions since field. Dext will collect documents from this date onwards.
Select Connect to enter your supplier portal login credentials and complete the connection. If you're an accountant or bookkeeper setting up the connection on behalf of a client, you can select Ask client to connect instead - the client will receive an email invitation to connect the portal themselves.
Note: Make sure your credentials match exactly what you use to log in to the supplier portal. If you see an Incorrect login credentials error after connecting, see Troubleshooting Fetch connection errors in Dext.
Once connected, go to Business settings > Connections > Cost Connections > Manage to view and manage your Fetch connections. See How to manage a Fetch connection in Dext.
Note: After the initial setup, Dext collects any documents already present in the supplier portal and adds them to your Costs inbox within 48 hours. After that, Dext checks for new documents every 7 days. Fetched documents appear in your Costs inbox like any other document - your existing rules and automation apply to them automatically.
Unsupported suppliers
Fetch is only available for suppliers in the supported list. If your supplier isn't listed, use Email Forwarding to send documents to Dext instead. See Set up email forwarding rules to Dext.