A Payment method in Dext represents the last 4 digits of the card used to pay for an expense. You can create, rename, and delete payment methods, as well as manage how they’re used across your account.
Important:
Only Admin users can create new or manage existing Payment methods in Business settings.
Standard users can only apply existing Payment methods to items.
How to create a Payment method
You can create a Payment method in three ways:
From Business settings
Go to Business settings > Lists.
Select Payment methods.
Click Add payment method.
Add a Name (e.g., Company Visa – John).
Add a Reference (usually the last 4 digits of the card).
Click Add.
From the Item details page
Open an item from the Costs inbox.
Scroll to the Payment method field.
Click Add payment method.
Add a Name and Reference, then click Add.
Automatically through extraction
When Dext extracts payment information from a document:
The last 4 digits of the card used are captured (if visible).
A new Payment method is automatically created.
It appears in the list with the name “New” and the extracted reference.
Good to know
If the Payment method remains labelled as “New”, Dext will continue extracting it as a new entry.
To ensure Dext consistently recognises and assigns it to items automatically, rename it to something meaningful (for example, Company Mastercard – 9876).
How to rename a Payment method
Go to Business settings > Lists.
Open your Payment methods list.
Click into the Name field.
Edit the name.
Click outside the field to save.
How to delete a Payment method
Open your Payment methods list.
Select the checkbox next to the Payment method.
Click Delete.
Deleting a Payment method removes it from the list and unassigns it from any items it was applied to.
The Payment method field will be left blank on those items.
Linking Payment methods to bank accounts
If your account is connected to accounting software, you’ll need to link your Payment methods to the corresponding bank accounts before publishing paid items.
This ensures Dext knows which bank account the expense should be recorded against.
Payment method rules
Payment methods can also be used to:
Automatically publish items
Set default publishing destinations