To merge items in Dext, select 2 or more documents in your Costs or Sales inbox and use the Tools menu to combine them into a single item. This is useful for split uploads, duplicates, or related documents.
Before you start
Before merging items, make sure:
All items are in the same inbox (Costs or Sales)
The documents relate to the same transaction or should be processed together
You’ve reviewed each item to confirm that they should be combined
Merge items in your inbox
To merge items in Dext, use the Tools menu in your inbox.
Go to Costs or Sales.
Select the checkboxes next to 2 or more items you want to merge.
Select Tools.
Choose Merge.
Why do I see a merge warning?
If the selected items have differences, Dext may show a warning before opening the merge screen.
This can happen when:
The selected items have different total amounts
The selected items have different dates
The selected items belong to different users
If the items belong to different users, the merged result will belong to the user who first uploaded an item. Other users may not be able to view the merged item.
To proceed, select Continue. To stop the merge, select Cancel.
Review and confirm the merged item
After selecting Merge, the merge screen opens.
You’ll see:
The document preview on the left
The combined item details on the right, including fields such as Type, Date, Supplier, Category, and Total amount
A summary at the top showing how many items are being merged
Scroll through the preview to review all images included in the merge. The final merged item will contain every page from the selected documents.
When you’re ready:
Review and adjust any item details if needed.
Select Merge to confirm.
If you decide not to continue, select Cancel.
What happens to the original items?
After merging, the original items move to Submission history with a Merged status.
They are no longer visible in the active inbox, as they have been combined into a new merged item.
Can I undo a merge?
Yes. You can undo a merge from the merged item’s details page.
Open the merged item.
Select Unmerge.
This separates the merged item back into its original individual items in the inbox.
Can I restore a merged item from the Submission history?
Yes. You can restore an original item from the Submission history, but this does not undo the merge.
Restoring a merged item:
Returns that original item to the inbox
Does not remove or change the merged item that was created
Does not reverse the merge
If you need to fully reverse the merge, use Unmerge on the merged item instead.
When should I merge items?
Merging is helpful when:
A receipt was uploaded in multiple parts
An invoice and its supporting document were uploaded separately
The same document was uploaded more than once
Multiple related pages belong to one transaction
If you need to move an item between inboxes instead, use the Tools/Move to menus rather than Merge.