Once you've uploaded your documents into Dext, you can edit item details, publish them to your connected accounting software, or export them to share or store elsewhere.
View and edit item details
To view and edit an item, open it from the inbox to access its Item details page.
Go to Costs or Sales, depending on the document type.
Select the item you want to review. This opens the Item details page.
Review and update the extracted fields as needed — for example, Supplier, Category, Date, or Total amount. Changes save automatically when you click outside a field.
For a full breakdown of every field, tab, and action available on this page, go to How to use the Item details page in Dext.
Publish items to your accounting software
Connecting your accounting software to Dext enables publishing — Dext sends the item's extracted data along with the original document image to the selected destination in your accounting software.
Publish a single item
To publish a single item, open it from the inbox and complete the steps below.
Open an item in the Costs or Sales inbox.
Update the Item details where necessary. Make sure Category, Supplier, and Total amount are all completed — if any are missing, the item stays in To review and can't be published. Go to What do "To review" and "Ready" mean in Dext? for more detail.
Choose a Publish to destination.
(Optional) If you're connected to Xero, select a Publish as status for the item.
Select the Publish button at the top or bottom of the page.
Alternatively, you can publish directly from the inbox without opening the item — select the Publish button on the right side of the item's row.
A copy of the published item is kept in the Archive tab for easy reference.
Publish multiple items at once
You can publish several items in bulk directly from the inbox without opening each one.
Go to Costs or Sales and open the Inbox tab.
Select the checkboxes next to the items you want to publish.
Select the Publish button in the toolbar at the top of the list.
Note: Only items with a Ready status can be published. Items showing To review must have their missing fields completed first.
Export items to download or share
You can export items from the Costs or Sales inbox and the Archive tab.
Export selected items: Select the items via checkboxes, then go to Tools > Export.
Export everything in a list: Leave all items unselected, open Tools, and choose Export all.
Choose your format in the export window:
PDF – up to 250 items.
CSV – choose a default or custom format.
ZIP – ideal for large batches; includes original file formats.
For more detail on each format: