In Dext, a Payment method refers to the last 4 digits of the card used to pay for an expense, as printed on the receipt or invoice. When those digits are visible, Dext automatically extracts them during document processing.
Payment methods help you identify which card was used for a purchase and ensure expenses are recorded correctly.
Where payment methods appear
Payment methods are visible in two places:
On the Item details page
When Dext extracts payment information from a document:
The extracted Payment method appears in the Payment method field.
You can manually apply or change the Payment method for the item if needed.
This allows you to correct or assign the card used before publishing or exporting the item.
In Business settings
All Payment methods are managed in:
Business settings > Lists > Payment methods
Here, Admin users can:
View all existing Payment Methods
Rename extracted entries
Create new Payment Methods manually
Delete unused Payment Methods
Automatically extracted payment methods
If Dext detects a new card reference on a document:
A new Payment method is created automatically.
It will appear with the name “New” and the extracted last 4 digits.
To ensure Dext recognises this Payment method and assigns it to items automatically:
Rename it clearly (for example, “Company Visa 1234”).
Leave the extracted reference as it is (unless incorrect)
Manage payment methods
If you need to create, rename, or delete Payment Methods, see:
This guide explains how to:
Add a new Payment Method manually
Rename automatically extracted entries
Delete unused Payment Methods
Linking payment methods to bank accounts
If your account is connected to accounting software, Payment methods can be linked to the corresponding bank accounts to allow paid items to publish correctly.
Using payment method rules
You can also configure rules based on Payment Methods to automate publishing behaviour.