You can export your Costs items from Dext in a format that fits your accounting needs using the Custom CSV Export feature. It lets you choose exactly which columns appear in your export, so your data is ready to use in your tools, no extra cleanup required.
Important: You must be an Admin user to configure custom CSV exports. Accountants and bookkeepers accessing a client account act as Admins.
Configure the Custom CSV format
Log in to your Dext account.
Go to the Business settings > Exports tab.
At the top of the page, select:
Dext Default (custom), or
Dext Default (custom, line items) if you want to include details of line items.
Scroll down to the Custom CSV Export columns section.
By default, 5 columns are included:
Receipt ID
Description
Tax amount
Total amount
Net amount
Date
You can add or remove columns according to your accounting needs simply by checking the desired fields.
Export Costs using your Custom format
Go to Costs > Cost inbox.
Select the items you wish to export using the checkboxes on their left.
Click the Export button.
Your saved custom CSV format will be applied.
Click Export to download your CSV file.
The file will include only the columns you've selected.
Tip: You can choose to archive invoices after export under Business settings > Automation if you are not using Dext with an accounting software.
This helps keep your Inbox clean - but if you’re still testing your CSV format, it’s safer to leave this off for now.
Key notes and limitations
Custom CSV export is available for Cost invoices only.
Exports are account-specific - you can set a different format per account.
Once set, your format stays saved. You don’t need to reconfigure it each time.
Any changes to columns in settings will apply to all future custom exports automatically.