Dext

The Enhanced Version of Dext: What's Changed

Get Started with Dext for Business’

Use the Tools menu in the Costs and Sales inboxes to export, merge, edit, flag, archive, or delete multiple items at once.

How to use the Tools menu in Dext

Getting Started with Dext for Accountants & Bookkeepers

The Archive Tab

Learn how to view and edit item details in Dext, including document actions, tabs, extracted data, and available controls before publishing or exporting.

How to use the Item details page in Dext

Learn how to use the Bank workspace in Dext to manage transactions, statements, and connected bank accounts.

The Bank workspace in Dext

Getting Started with Dext Advanced

Getting Started with Dext Essentials + Data Health & Insights

Getting Started with Dext Advanced + Data Health & Insights

The New Version of Dext: A Quick Overview

Use keyboard shortcuts in Dext to publish, archive, move between inbox items, and collapse or expand the sidebar.

Are there keyboard shortcuts in Dext?

Learn how roles and permissions work in Dext for practices and businesses, including access levels, account ownership, and how permissions differ between accounts.

Roles and permissions in Dext

Add your Practice or Business logo in Dext to display it in the Dext mobile app and on Expense claims PDF exports.

How to add your company logo in Dext

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Getting Started

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