You can move an item to a different workspace in Dext, for example when a supplier bill was uploaded to Sales. Moving an item takes it out of its current workspace and puts it in the one you choose.
Where you can move an item depends on the workspace it's in:
Costs: to Sales, Supplier statements or Vault. Supplier statements is only in the Dext web app.
Sales: to Costs or Vault
Note: Moving a costs item to Supplier statements incurs supplier statement extraction charges. For details, go to How to upload and manage supplier statements
Move an item in the Dext web app
To move an item in the Dext web app, use Move to in the inbox or on the item details page.
From the inbox
To move one or more items to a different workspace from the Costs or Sales inbox:
Select Costs or Sales in the main sidebar to open the Costs inbox or Sales inbox.
Select the checkbox next to each item you want to move.
Select Actions, then Move to.
Choose a destination, then select Move.
Select Convert to confirm. A message confirms the move, and the items appear in the inbox you chose.
From the item details page
To move an item to a different workspace from its details page:
Open the item from the Costs inbox or Sales inbox.
Select Actions, then Move to.
Choose a destination, then select Move.
Select Convert to confirm. A message confirms the move, and the items appear in the inbox you chose.
A moved item often shows To review in its new inbox, because Dext extracts different details for costs and sales based on where the document was first uploaded.
For example, a document uploaded to Sales gets a customer, so after you move it to Sales, you need to add the supplier manually.
If you'd rather have Dext extract everything for the right document type, delete the item and upload it again to the correct workspace.
Move an item in the Dext mobile app
To move an item in the Dext mobile app, open it and use the … menu at the top right.
From Costs, you can move an item to Sales or Vault. From Sales, you can move it to Costs or Vault.
Move an item between Costs and Sales
To move an item between the Costs and Sales tabs, use Move to Sales or Move to Costs.
Open the item and tap … at the top right.
Tap Move to Sales or Move to Costs.
Tap Yes to confirm. The item moves to that tab.
Move an item to Vault
To store an item in Vault from the Dext mobile app, use Move to Vault.
Open the item and tap … at the top right.
Tap Move to Vault.
Choose a folder.
To keep the item in its tab as well, turn on Keep a copy in both places.
Tap Confirm. The item appears in the Vault folder you chose.