Flags are coloured labels you can add to items in your costs, sales, and expense claims inbox to make it easier to manage them at a glance. Use them to track item states your team needs to act on, for example:
Waiting on client response
Waiting on project details
Supplier insolvency
Do not process
Important: Only Admin users — including accountants and bookkeepers accessing a client account — can configure flags in Business settings. All users can add and remove flags on items.
Set up your flags
To set up flags in Dext, go to Business settings, then Lists > Flags. Each flag has a colour, a customisable label, and a visibility toggle.
Go to Business settings in the bottom-left sidebar.
Select Lists, then Flags.
Enter a label in the text field next to the flag colour you want to use.
Toggle Visible to Yes to make the flag available in the inbox.
Note: Orange is enabled by default and can't be switched off. All other colours are hidden until you toggle them on. Custom flag colours apply to the costs and sales inbox only — the expense claims inbox only shows the orange flag.
Add a flag to an item
To add a flag to a single item, select the flag icon on that item's row in your costs, sales, or expense claims inbox.
Go to Costs, Sales, or Expense claims in the left sidebar.
Select the inbox.
Select the flag icon on the item row.
Choose a flag colour from the dropdown.
You can add multiple flags to a single item. Hover over a flag in the inbox to see its label. In the expense claims inbox, only the orange flag is available — custom colours apply to costs and sales only.
To remove a flag from an item, select the flag icon and deselect the colour from the list.
Tip: Select Manage flags from the dropdown to go directly to your flags settings.
Add or remove flags in bulk
To add or remove flags from multiple items at once, use the Actions menu in your costs, sales, or expense claims inbox. In the expense claims inbox, only the orange flag is available.
Go to Costs inbox, Sales inbox, or Expense claims.
Select the checkbox next to each item you want to update. Select the checkbox in the column header to select all visible items.
Select Actions, then choose Add flags or Remove flags.
Select the flag colours you want to add or remove. Select Select all to choose all flags at once.
Select Add or Remove to confirm.
Filter items by flag
To filter your Costs and Sales inbox or archive to show only items with a specific flag, use Advanced search.
Select Advanced next to the search bar in your inbox or archive.
Under Flags, select the flag colours you want to filter by.
Select Apply.
Only flags set to visible appear as filter options.