The Sales inbox contains all invoices and other financial documents your business issues to customers.
This is separate from the Costs inbox, which stores accounts payable documents.
Each time a Sales document is added to Dext, the visible data is extracted and the item appears in your Sales workspace.
The Sales workspace
Your Sales workspace is divided into the following tabs:
Inbox
Processing
Approvals
Archive
Inbox
Displays items that are either Ready or To review.
Processing
Shows items currently being extracted, along with an estimated processing time.
Approvals
Displays items that require approval before they can be published.
Archive
Contains items that have been published or manually archived.
Optional Inbox sections: Ready and To review
You can separate Ready and To review into their own sections within the Inbox.
Ready – All required fields are completed and the item can be published.
To review – Required information is missing (for example, a Category). The item must be completed before publishing.
To enable this, go to Business settings > Extraction and turn on the Inbox tabs toggle.
What you’ll see in the Inbox
The Sales Inbox displays key information in columns, including:
Status – Indicates whether the item is Ready, To review, or edited.
User – The document owner.
Date – The document issue date (or submission date if no date is detected).
Customer – The associated customer.
Category – The Chart of Accounts category (editable from the row).
Document reference – The invoice or document number.
Total – The total amount, including tax.
Tax – The tax amount.
Tax rate – The tax rate applied.
Action – The next available action for the item.
The Action column may display:
Publish – If the item is ready to be published.
Request approval – If approvals are enabled.
No action – If the account is not integrated and approvals are not applicable.
You can sort items by selecting any column heading.
Searching and filtering
You can search for documents using the search bar at the top of the page.
Select the filter icon to refine results by criteria such as:
Status (Ready / To review)
Tax presence
Category
Currency
Publishing status
And more
For detailed instructions, see How to search through the Inbox and Archive.
Customising table columns
You can customise which columns appear in your table view.
Select the table settings icon (top right) to:
Add or remove columns
Show additional fields
Adjust your view
For full guidance, see Managing column settings and table density in your Inbox and Archive.
Moving documents between Sales and Costs
If a document was added to the wrong workspace, you can move it.
To move an item:
Select it using the checkbox on the left
Select Move to
Choose Costs