Dext

Recovering a Deleted Item

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

Learn how Dext automatically categorises your Costs items using machine learning and supplier rules. Find out how to enable Auto-categorisation, when it starts working, and how manual category selections on…

How Dext auto-categorises your Costs items

Merge multiple items in Dext into 1 from the Costs or Sales inbox using the Tools menu, then review and confirm the combined item.

How to merge items in Dext

Viewing an Item’s History

Transfering Items Between the Costs and Sales Inboxes

How to turn Tax extraction On/Off in Dext

Splitting Items

Reporting Extraction Mistakes

Using Item Messaging

Manually create, edit, merge, and unmerge line items in Dext to split receipts or invoices across multiple categories.

How to manually create line items in Dext

Using Purchase Order Match

How to Configure Your Browser to View Item PDFs

What does the Status of my document mean?

Automatically extract individual line items from Costs and Sales documents in Dext. Learn how line item extraction works, which documents are supported, and how to extract line items automatically or…

Using Line item extraction

How to Back up Your Paperwork

Using the Inline Calculator

Ian McKay

Zornitsa

Alexander

Editing Items

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