You can move costs and sales items to a different workspace in Dext using the Move to menu. Moving an item moves it from its current workspace to the destination workspace.
Move a costs item
To move a costs item, you can use either the inbox or the item details page.
From the inbox:
Select the checkbox next to the item.
Select Move to and choose a destination: Sales, Supplier statements, or Vault.
From the item details page:
Open the item.
Select Move to at the top of the page and choose a destination.
Note: Moving a costs item to Supplier statements incurs supplier statement extraction charges. See Reconcile supplier statements in Dext.
Move a sales item
To move a sales item, you can use either the inbox or the item details page.
From the inbox:
Select the checkbox next to the item.
Select Move to and choose a destination: Costs or Vault.
From the item details page:
Open the item.
Select Move to at the top of the page and choose a destination.