You can upload costs and sales documents to Dext directly from your computer using the Add documents panel. You can upload files individually or in bulk.
For other ways to add documents to Dext, see Adding documents to Dext.
How to upload a document
To upload a costs or sales document to Dext, select Add documents in the top left or right corner and follow the steps below.
In the Add documents panel, select the Costs or Sales tab depending on the type of document you're uploading.
Select a Document owner from the dropdown. If the document doesn't belong to a specific user - for example, a rent expense - select None.
Select how your file is formatted:
One document per file (PDF, JPG, PNG, ZIP) - use this for individual documents. You can select or drag and drop multiple files at once.
One document per page (PDF only) - use this for a single PDF containing multiple documents, one per page. Each page is treated as a separate item.
Auto-splitting (PDF only) - use this for a single PDF containing multiple documents across pages. Dext locates and splits them into individual items automatically. This can take up to 1 hour.
Drag and drop your files into the upload area, or select Select files to browse your computer.
Dext uploads your files and shows the progress. Successfully uploaded documents go through extraction and appear in Processing in the Costs or Sales workspace. Once extraction is complete, they move to the Inbox.
File size limits
The following file size limits apply when uploading documents to Dext.
File type | Limit |
Images and PDFs | 6MB |
ZIP files | 100MB |
Auto-splitting PDFs | 40MB |
Can't find a document after uploading?
If a document doesn't appear in your inbox after uploading, it may have been identified as a duplicate and removed. See How Dext handles duplicate Cost documents.