Business settings is where you manage the configuration of a Dext business account - including connections to accounting software, extraction preferences, automation, exports, and more.

Select Business settings in the bottom-left navigation to access it. Each section of Business settings is covered below.

Business settings applies to all Dext business accounts, whether the account is managed and paid for by an accountant or bookkeeper, or run independently as a self-paying business.

Who can access Business settings

Access to Business settings varies by role.

Standard users can only see Connections (Cost Connections and Sales Connections only) and Vehicles
User Admins can see everything except Authentication and Subscription, or Subscription in read-only, if their account is managed by an accountant
Business Admins and accountants accessing a client account have full access

Business profile

Business profile is where you manage the account's basic details. It covers:

Upload your logo - add or update the business logo. See How to add your company logo in Dext
Business profile - business name, practice code, country of registration, base currency, account language, and industry
Registered address - the business's registered address

If the account is connected to an accountant or bookkeeper, two additional sections are available:

Tax details - VAT registration number, reporting cycle, and starting month
Item messaging - control whether messages are signed off with the company name or the signed-in user's name. See How to use item messaging in Dext

Connections

Connections is where you manage how the account connects to accounting software, cloud storage, and other services. It covers:

Accounting software - connect Dext to your accounting software for bookkeeping. See How to connect Dext to your accounting software and How to use additional accounting software connections in Dext.
Back up - connect to a cloud storage provider to back up Costs and Sales documents automatically or on demand. Supported providers are Dropbox, Google Drive, Microsoft OneDrive, and Everial Digital Expert. See How to back up your documents in Dext
Cost Connections - automatically collect bills and invoices from supplier portals using Fetch. See How to set up a Fetch connection in Dext. You can also connect via Dropbox or PayPal
Sales Connections (Commerce Lite) - automatically collect sales data from e-commerce platforms, including Square, eBay, Etsy, Shopify, PayPal, WooCommerce, and more. See Using Commerce Lite to import online sales

Note: If you're an accountant with Data Health & Insights active, you can also connect the account for Data Health monitoring here. See Connecting to Xero or QuickBooks Online for Data Health & Insights.

Extraction

Extraction controls how documents are submitted and processed. It covers:

Extract by Email - each Dext account has a unique email address for submitting documents. Share this with suppliers or team members to submit receipts and invoices directly. See How to submit documents to Dext with Extract by Email
Inbox tabs - toggle the To review and Ready tabs in the Costs and Sales inboxes. See What do "To review" and "Ready" mean in Dext?
Duplicate items - control how Dext detects and handles duplicate cost documents. See How Dext handles duplicate Cost documents
Tax - choose whether Dext extracts the tax value from new costs and sales documents
Due dates - set default due dates for costs and sales invoices
Payment status - choose whether receipts, invoices, and credit notes are marked as paid or not paid by default
Bank statements - control notifications for missing bank statement data periods. See How to use Bank Statement Extraction in Dext
Email notifications - choose who receives email notifications when a document has no assigned owner

Automation

Automation controls how Dext categorises and processes documents automatically. It covers:

Categorisation - set how Dext applies categories to cost items, including auto-categorisation behaviour, default category, and how categories are displayed and sorted. See How Dext auto-categorises your Costs items
Smart Suggestions - enable or disable smart suggestions and control whether they're applied automatically. See What are Smart Suggestions in Dext?
Line item grouping - control whether uncategorised line items are grouped. See How to use Line Item Extraction in Dext
Auto Expense claims - automate the creation of expense claims on a weekly, fortnightly, or monthly basis. See How to set up Auto Expense claims in Dext
Archive - choose whether Dext automatically archives items after publishing, exporting to CSV, adding to an expense claim, or exporting to PDF. See How to archive and unarchive items in Dext

Approvals

Approvals is where you set up and manage approval workflows for documents and expense claims. It covers:

Workflows - create approval workflows for Costs, Sales, and Expense claims to route items to the right people before publishing.
See Setting up and managing Costs & Sales Approvals and How to set up expense claim approval workflows in Dext
Reminders - set up automated reminders for pending approvals. See How to set up approval reminders in Dext

Mileage

Mileage is where you configure mileage claim settings for the account. It covers:

Defaults - set the distance unit, default mileage category, and default mileage supplier
Tax - enable VAT calculation on mileage claims
Personal vehicle rates - view HMRC-approved rates for personal vehicles by tax period
Company vehicle rates - view HMRC advisory fuel rates for company vehicles by tax period and fuel type
Vehicles - manage personal and company vehicles used for mileage claims

See How mileage claims work in Dext.

Exports

Exports controls how data is formatted when exported from Dext. It covers:

CSV Exports - set the default format for CSV exports of receipts, invoices, bank statements, and sales documents. See How to download your items as a CSV file
CSV Custom Exports - configure decimal separator, date format, column headers, and which data fields are included in custom CSV exports. See How to create a custom CSV export in Dext
PDF Exports - control item headers, order of items, and Analysis Type column visibility in PDF exports. See How to download your items as PDF files
ZIP exports - set the filename format for zipped image exports
Image sharing - allow sharing of source document images when exporting as CSV, PDF, or via email

Lists

Lists is where you manage the reference data used across the account - categories, tax rates, payment methods, and more. It covers:

List visibility - create groups of list items and control which users can see them. See Using List visibility groups in Dext
Categories - add, edit, and manage the categories used to classify costs and sales items. See How to manage categories in Dext
Line item groups - manage groups used to organise line items in extracted documents. See How to use Line Item Extraction in Dext
Tax rates - set up and manage tax rates when not using accounting software. See How to set up and manage tax rates in Dext without accounting software
Products and services - manage products and services used in sales documents. See How to use products and services in Dext
Projects - the name of this list varies depending on your connected accounting software. Use it to manage the tracking category or project values available when coding items. See Using projects in Dext
Payment methods - manage the payment methods available when coding items. See Manage Payment methods in Dext
Vehicles - manage personal and company vehicles used for mileage claims. See How mileage claims work in Dext
Flags - manage coloured flags used to organise and filter items. See How to use coloured flags to organise items

AI Assist

AI Assist in Business settings is where you manage account-level guidance - the rules Dext AI Assist uses to generate categorisation suggestions for this account.

See Managing Dext AI Assist guidance.

Accountant

The Accountant section is where business users manage their accountant or bookkeeper's access to the account. From here, you can invite an accountant, change to a different one, or disconnect your current one.

See How to invite your accountant to access your Dext account and How to remove or change your accountant's access in Dext.

Vault

The Vault section in Business settings lets you control how files in Vault are flagged. You can set how many days before a file's due date it gets flagged and appears in the To review section.

See Using Vault in Dext.

Subscription

The Subscription section shows the account's current access to Dext products. What you see here depends on your role and how the account is set up.

If you're an accountant accessing a client account, you can view and control which Dext products the client has access to - including Bookkeeping, Data Health & Insights, Payments, and Vault. You can activate or deactivate products and assign licences directly from here.

If you're a business user whose account is managed and paid for by an accountant, you'll see your current access with an Accountant pays badge. You can use Change who pays if you want to take over billing for your own account. See Change who pays for a Dext business account.

If you're a self-paying business, you'll see your full plan details, including usage, active add-ons, and credits. From here, you can manage your plan and purchase additional features. See How to change your Dext Business plan.

Authentication

The Authentication section lets Business Admins manage login security for all account users. It covers Single Sign-On (SSO) and the option to enforce Two-Factor Authentication (2FA) for all users.

See How to set up two-factor authentication (2FA) in Dext.

Practice access

This section is only visible to accountants and bookkeepers accessing a client account.

Practice access is where you manage your team's access to this client account - including which colleagues can view it and what permissions they have.

See Managing a colleague's access to clients.

Disconnect client