Dext

Learn how to use the Dext mobile app to accept an invitation, upload receipts and invoices, create expense and mileage claims, publish items, and manage settings.

Getting started with the Dext mobile app

Learn how to scan receipts, upload invoices, and submit PDF documents using the Dext mobile app. Capture paper documents, choose Costs or Sales, and review items before submitting.

How to scan and upload documents in the Dext mobile app

Publish Costs and Sales items from the Dext mobile app once they’re ready. This article explains who can publish and how to send receipts or invoices to your accounting software.

Publish items from the Dext mobile app

Use Vault in the Dext mobile app to upload, organise, tag, and manage documents from your phone.

How to use Vault in the Dext mobile app

Create and submit expense claims using the mobile app, including how to add items, request approval, approve claims, and publish them.

Manage expense claims in the mobile app

Add a mileage claim in the Dext mobile app by logging trips manually or using GPS mileage tracking. Follow step-by-step instructions to submit accurate claims.

How to add a mileage claim using the mobile app

Log in to the Dext mobile app, switch between clients or organisations, manage multiple logins, and remove saved login details.

Log in and switch between accounts in the Dext mobile app

Learn how to set up biometric authentication on the Dext mobile app.

How to set up biometric authentication on the mobile app

Learn how to turn camera shot suggestions on or off in the Dext mobile app, and how automatic document detection, smart cropping, and blur warnings work.

Use camera shot suggestions in the Dext mobile app

Learn how to connect QuickBooks Online or Xero to Dext using the Dext mobile app, including how to manage, refresh, or reconnect your integration.

How to connect your accounting software using the Dext mobile app

Export your documents and data from the Dext web app before deleting your Dext account from the mobile app.

How to save your data before deleting your account in the Dext mobile app

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Learn how to get started with the Dext mobile app, upload documents, create expense and mileage claims, publish items, use Vault, and manage your account settings.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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