Connecting Dext to Nomi lets you publish cost items, expense claims, and sales items directly to your accounting software. This article covers how to set up the connection, what syncs from Nomi, and how to manage your connection settings.
Important: Only Admin users - including accountants and bookkeepers accessing a client account - can connect or manage accounting software.
Connect Dext to Nomi
To connect your Dext account to Nomi:
Go to Business settings in the sidebar, then select Connections.
Under Accounting software, select Connect.
Find Nomi in the list, then select Connect.
In the connection window, select Connect software - you'll be redirected to Nomi and prompted to log in.
If you're an accountant or bookkeeper connecting on behalf of a client, select the relevant client when prompted in Nomi.
Review the permissions Dext is requesting and select Allow.
Follow the remaining steps until you return to Dext.
Select Finish to confirm the connection.
After connecting, allow a few minutes for the following to sync from Nomi:
Suppliers
Customers
Categories
Tax rates
Bank accounts
Connection settings
After connecting, you can manage your Nomi settings from Business settings > Connections > Manage (next to Nomi) > Settings. The settings are divided into three sections.
General
Warn me when creating a new supplier: when on, Dext alerts you before creating a supplier in Nomi that doesn't already exist in your Nomi suppliers list.
Publish item images with expense claims: when on, document images are sent to Nomi alongside expense claim items.
Tax
Use tax list: when on, a tax dropdown appears on the item details page in Dext, showing tax rates from your Nomi account. Enabling this overrides the default Publish tax data behaviour and allows tax rates to be set as supplier rules.
Use supplier tax rates: when on, Dext imports any tax rates applied to your suppliers in Nomi and sets these as supplier rules. These override extracted data and supplier rules in Dext but can be edited at the item level.
Default tax for costs: the default tax rate applied to cost items when publishing to Nomi. Required for tax to be included on published items.
Default tax code if no tax amount extracted (costs): the tax code used when Dext extracts a £0 tax amount on a cost item.
Default tax for sales: the default tax rate applied to sales items when publishing to Nomi.
Default tax code if no tax amount extracted (sales): the tax code used when Dext extracts a £0 tax amount on a sales item.
All tax settings can be overridden by supplier rules or on the item details page.
Automatic publishing
Auto-publish all items: when on, all cost and sales items are published to Nomi automatically once they reach a status of Ready.
Note: Set up supplier rules before enabling auto-publishing. This ensures all items have the correct details applied before they're sent to Nomi.
Publish items to Nomi
Before publishing an item, make sure it has the correct tax settings and category applied. You can set these on the item's details page, or use supplier and customer rules to apply them automatically each time a document arrives.
Cost items and expense claims are published to Expenses and appear in the Expenditure Dashboard in Nomi.
Sales items are published to Sales and appear in Sales Invoices in Nomi. If you mark a sales item as paid and select a payment method linked to a Nomi bank account, that bank account will be shown on the invoice in Nomi after publishing.
Reconnect or refresh your connection
If your Nomi connection has expired or your login credentials have changed, you'll need to reconnect. If you only need to update your categories, tax rates, or other lists, use the refresh option instead.