Dext

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

Learn how the Archive works in Dext, what moves items there, and how to export or unarchive them.

What is the Archive in Dext?

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

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

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

Dext stores financial documents digitally and complies with tax authorities that accept digital records as proof of purchase.

Does Dext comply with tax authority record-keeping rules?

Dext converts foreign currencies to your base currency using Fixer exchange rates from the document date. Learn where to view and change your base currency.

How does Dext convert foreign currency amounts?

Dext helps accountants, bookkeepers, and businesses automate bookkeeping, capture financial data, and stay organised with accurate records.

What is Dext, and who is it for?

Ian McKay

Alexander

Teodora

Getting Started

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