Dext supports multiple ways to add documents, depending on what you’re submitting and how you work.
This article gives an overview of the available submission methods for costs, sales documents, supplier statements, vault documents, mileage, and bank data, and explains where items appear once they’ve been added.
What you can add to Dext
You can add the following types of documents and data to Dext:
Costs documents – bills, receipts, and other accounts payable items
Sales documents – invoices and documents you issue to customers
Supplier statements – statements used to reconcile supplier balances
Vault documents – files stored for reference only
Mileage – mileage claims for business travel
Bank statements and transactions – via uploads, bank feeds, or Bank Fetch
Each document type supports different submission methods.
Costs documents
Costs documents relate to your accounts payable, such as supplier invoices and receipts.
Ways to add costs documents
You can add costs documents to Dext using any of the following methods:
Email documents to your dedicated Extract by email address
Set up a Fetch connection with a supplier
Costs documents can also be added using:
Sales documents
Sales documents relate to invoices and other financial documents your business issues to customers.
Ways to add sales documents
You can add sales documents to Dext using:
Email documents to your dedicated Dext Extract by Email address
Commerce lite (paid feature)
Supplier statements
Supplier statements are used to reconcile supplier balances against invoices in Dext and your accounting software.
Ways to add supplier statements
You can add supplier statements by:
- Uploading files from your computer using +Add documents
- Moving an existing Costs item into the Supplier statements workspace
Note: Supplier statements cannot be submitted via email.
Vault documents
Vault documents are files you store in Dext for reference and record-keeping. They are extracted so key information can be viewed and searched, but they are not intended to be published or sent to your accounting software.
Ways to add Vault documents
You can add Vault documents by:
Uploading files from your computer
Vault documents remain in the Vault workspace and do not follow the same publishing workflow as costs or sales items.
Mileage
You can submit mileage claims in Dext to record business travel and calculate mileage costs.
Ways to add mileage
Mileage can be added in the following ways:
By creating a mileage claim directly in Dext (where available)
By submitting mileage manually using a mileage template (for example, by emailing a completed template to Dext)
When mileage is submitted using a template or uploaded file, it is processed as a Costs document and appears in the Costs workspace.
Important: Mileage availability depends on your account’s region. The mileage feature is available for accounts set to supported regions, including Australia, Canada, France, the United Kingdom, and the United States.
Bank statements and transactions
There are three ways to add bank transaction data to Dext:
Upload a bank statement from your computer
Connect to your bank using a bank feed
Set up a Bank fetch connection (Australia only)
Where items go after they’re added
Once you add a document, Dext automatically extracts the relevant data. Where you find the item depends on its type and extraction status.
During extraction
While extraction is in progress:
Costs and Sales items appear in Processing in the Costs or Sales workspace
Bank statements appear in the Collected tab of the Bank workspace
After extraction is complete
Once extraction finishes:
Costs and Sales items move to the Inbox tab of the relevant workspace
Mileage submitted via file upload or template appears as a Costs item in the Costs workspace
Uploaded bank statements appear in Processed
Bank feed transactions appear in the Transactions section of the Bank workspace (under the relevant bank account)
Automate document processing
To save time, you can automate how Costs and Sales items are prepared and published by setting up:
These rules help ensure items are coded correctly and sent to your accounting software with minimal manual work.
Can’t find a document you uploaded?
If you can’t find a Costs document after uploading it, it may have been identified as a duplicate and automatically deleted.
This happens when the automatic duplicate detection setting is turned on.
To check:
Go to Submission history in the sidebar to see all submitted items and their status
Review the duplicate detection settings if needed
Learn more:
About using the Submission history page