Dext

Learn how to set up and use Dext’s Payments feature. This step-by-step guide covers enabling Payments, completing KYC verification, and making your first payment - for both accountants and their…

Dext Payments: Quickstart guide

Learn how to sign up, complete KYC verification, and set up your Dext Payments account so you can start making payments with ease.

Dext Payments: Customer onboarding

Learn how Dext Payments keeps your business secure and compliant with strong fraud protection, EMI licensing, and global fund safeguarding. Backed by Airwallex and trusted by thousands.

Dext Payments: Security and compliance

Learn how access to Dext Payments works, how it relates to your Dext role, and what each Payments role allows you to do.

Dext Payments: Access, roles, and permissions

Understand Dext Payments wallets, including what they are used for, how they link to Xero, and how they support secure payment processing in Dext.

Dext Payments: Wallets

Learn how to create and manage payment run approval workflows, set thresholds and currencies, handle notifications, and submit payments with Strong Customer Authentication (SCA).

Dext Payments: Payment run approval workflows

Learn how Dext’s Supplier Shield feature verifies supplier details and flags payment risks. Understand verification states, confidence indicators, and how to prevent supplier fraud before sending payments.

Dext Payments: Supplier shields

Learn how to view supplier invoices, employee expense bills, run batch payments, approve and track Payment Runs, and reconcile payments in Dext Payments with Xero bank feeds.

Dext Payments: Pay supplier invoices and expenses with Dext Payments

Process employee expense claims and mileage claims from capture to payment using Dext Payments, with the same approval and payment workflow as supplier invoices.

Dext Payments: Employee expense payments in Dext

Send remittance advice from Dext Payments to notify suppliers when a payment is made. Share invoice-level details, reduce payment queries, and automate supplier emails.

Dext Payments: Remittance advice in Dext Payments

Learn how Dext Payments Bank feeds automatically send transactions to Xero for seamless reconciliation. Understand setup, wallet statements, transaction types, and best practices for maintaining accurate, up-to-date accounts.

Dext Payments: Bank feeds

Learn what syncing errors are, why they happen, and how to resolve them so your invoices, payments, and bank records stay accurate between Dext Payments and Xero.

Dext Payments: Syncing errors between Dext Payments and Xero

Understand how Dext Payments fees are invoiced monthly, paid from your wallet, and split between practice and client accounts.

Dext Payments: Understanding usage and invoicing

Upload a payroll CSV file to Dext Payments, review employee details, resolve validation issues, and create a payroll payment run

Dext Payments: How to import and pay payroll using Dext Payments

Mark suppliers as paid by direct debit and understand how Dext filters their invoices to prevent duplicate payments.

Dext Payments: How to manage suppliers paid by direct debit in Dext Payments?

Apply unallocated balances to supplier invoices in Dext Payments during a payment run to reduce the amount you need to pay.

Dext Payments: How do I apply unallocated balances to invoices in Dext Payments?

Add funds directly from your bank account to your Dext Payments wallet — no manual transfers or copying of account details required.

Dext Payments: How to top up your wallet using Open Banking

Teodora

Alexander

Guides and troubleshooting for using Dext Payments, including setup, onboarding, wallets, payment runs, approvals, security, and syncing with Xero.

Dext Payments

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