Dext

Business Settings

Easily upgrade your Vault in Dext to get more AI credits and storage. Learn how to adjust your subscription, manage usage, and stay on top of AI-powered features.

Using Vault: Upgrade Storage and AI Credits

Zornitsa

Albena

Ian McKay

How to Change Your Plan

Removing or Reallocating a Bookkeeper’s or Accountant’s Access to Your Account

Set up payment method rules in Dext to automate auto-publish, publish destinations, and understand how rule priority works.

How to set up payment method rules in Dext

Rules and Automation in Dext

Using Projects in Dext

Learn what a Payment method is in Dext, how it’s created from extracted card details, where it appears, and how it’s managed in Business settings.

What is a Payment method in Dext?

Cancelling your Dext Account

Learn how to link a payment method to a bank account in Dext, so paid expenses (Costs items) are published to the correct account in your connected accounting software.

How to link a Payment method to a bank account

Personal, Company and Cash Payment Methods

Setting Up Your Category List

Setting User Rules

Setting up Tax Rates in an Unintegrated Account

Using Products and Services in Dext

Managing a Fetch Connection

Refreshing Your Chart of Accounts

Checking Your Extraction Limit

Learn how to set up, manage, and customise approval workflows for costs and sales in Dext. Control permissions, automate approvals, and streamline your purchase and sales processes.

Setting up and managing Costs & Sales approvals

Expense Claims Approvals

Customize list item visibility in Dext with visibility groups to reduce errors, simplify submissions, and ensure users only see categories, payment methods, and tax rates relevant to their role.

Using List visibility groups in Dext

Learn how to create, rename, and delete Payment methods in Dext, including how extracted card digits become new Payment methods and how to manage them effectively.

Manage Payment methods in Dext

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