Dext

Inboxes

Submission History

Understanding UK VAT Number Verification Results

Find out why your uploaded document was rejected or accepted without data in Dext. Learn the common reasons, how to fix them, and how to avoid upload issues.

Why was my document rejected?

Adding & Managing Documents

How to Set up a Fetch Connection

Adding Documents to Dext

Learn how to email receipts, invoices, and multi-page PDFs to Dext using Extract by Email. See supported file types, single vs multiple addresses, editing addresses, submission tips, and how to…

Submit documents to Dext with Extract by Email

Submitting Items via PayPal

How to Set up a Fetch Connection for Amazon Business

Submitting Items Using Dropbox

Supplier Statements

Manage business mileage with Dext. Learn how to add vehicles, calculate claims using official rates, track trips, and submit accurate mileage reimbursements.

Mileage Claims

Using Commerce Lite

Using Vault

Raise sales quotes and invoices directly in Dext, ready to send to customers.

Sales Invoicing for Solo

Adding Documents via Whatsapp

Learn how to auto-forward receipts and invoices from your email to Dext. Includes steps, provider links (Gmail, Outlook/Office 365, Yahoo, AOL, mail.com, Zoho, Apple Mail), verification tips, and the correct…

Set up email forwarding rules to Dext

Adding Documents

Managing Documents

What Does To Review and Ready Mean?

Learn how to upload and process sales invoices in Dext using the Sales inbox. Automatically extract key details, manage customer data, and publish invoices to your accounting software for easy…

Processing your Sales invoices

Moving Items Into or Out of the Archive

How Dext extracts categories from items

Merging Items

Viewing an Item’s History

Transfering Items Between the Costs and Sales Inboxes

Turning Tax Extraction On/Off

Splitting Items

Recovering a Deleted Item

Using Item Messaging

Using Line Items

Using Purchase Order Match

How to Configure Your Browser to View Item PDFs

What does the Status of my document mean?

Using Line Item Extraction

How to Back up Your Paperwork

Reporting Extraction Mistakes

How Long Does Extraction Take?

Using the Inline Calculator

Editing Items

Export Dext items as CSV from the Costs/Sales inbox or Archive. Choose your CSV format, use Export all, and fix the “Please set total amount” error quickly.

Exporting your data as a CSV file

Export Dext documents as PDF, CSV, or ZIP from the Costs/Sales inbox or Archive. Use Export all or select items; PDF exports are limited to 250 items.

Downloading your items as PDF files

Learn how to edit, publish, and export items in Dext. Update item details, send documents to your accounting software, or export files in PDF, CSV, or ZIP formats for sharing…

Editing, publishing, and exporting items

Learn how to clear publishing data and re-publish items in Dext, including steps for items in the Archive or Inbox and guidance on avoiding duplicates in your accounting software.

Re-publishing an item

Send selected Dext items to any email address with downloadable PDF and CSV links. Includes steps for choosing items, adding recipient details, and sending the email.

Emailing data from Dext to an external address

Easily export cost invoices from Dext with a custom CSV format tailored to your accounting needs. Choose specific columns, save your layout, and export clean data ready for your tools.

Creating and using a Custom CSV Export

Publishing & Exporting

Login

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.