Dext

Clear publishing data and republish an item from the Archive or Inbox to avoid duplicates in your accounting software.

How to republish an item

Learn how to edit, publish, and export items in Dext. Update details, publish to accounting software, or export as PDF, CSV, or ZIP.

How to edit, publish, and export items in Dext

Learn how Dext detects and handles duplicate Cost documents. Understand Automatic and Review modes, how duplicates are identified, and how to restore or compare deleted items.

How Dext handles duplicate Cost documents

Move costs and sales items to a different workspace in Dext using the Move to menu in your inbox or item details page.

How to move items between workspaces in Dext

Learn how to use the Costs inbox in Dext to manage and organise purchase documents. Understand each workspace section, customise your inbox view, and move items between Costs and Sales…

The Costs inbox

Overview of the Sales workspace in Dext, including Inbox, Processing, and Archive tabs, column settings, and how to manage Sales documents.

The Sales inbox

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 what the To review and Ready statuses mean in Dext, and how to move items from To review to Ready.

What do "To review" and "Ready" mean in Dext?

Archive and unarchive costs, sales, and expense claim items in Dext, and understand what happens to publishing data when unarchiving.

How to archive and unarchive items in Dext

Learn how to search, filter, and use advanced search tools in Dext to quickly find, review, and manage documents in your Costs or Sales inbox and archive.

How to search through the Inbox and Archive

Choose which columns appear and adjust table density in your Inbox, Archive, and Approvals tabs. Settings apply to your account only.

Managing table columns and density in Inbox, Archive, and Approvals

Learn how to use the Submission history page in Dext to find Costs, Sales, Supplier statements, and Vault files - including deleted, merged, and duplicate items - using search and…

How to use the Submission history in Dext

Learn what Boost is in Dext, how it works, and how to speed up document processing for Sales and Costs items that are already in processing.

What is Boost in Dext?

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?

Use coloured flags to label and filter items in your Dext costs, sales, and expense claims inbox.

How to use flags to organise your inbox

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Inbox & Archive

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