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

Learn how Smart Suggestions work in Dext and how to enable them to speed up coding for project fields and item descriptions.

What are Smart Suggestions in Dext?

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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

Learn how Dext's automation features work together - rules, auto-publish, Smart Suggestions, and more - and what happens when more than one rule applies.

Rules and automation in Dext

Learn how to set up and manage projects in Dext, assign them to Costs and Sales items, and set defaults to speed up coding.

Using projects in Dext

Learn what a payment method is in Dext, how Dext extracts them automatically, and how to create them manually for cash, cheques, or specific cards.

What is a Payment method in Dext?

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

Manage categories in Dext for Costs and Sales - add, edit, hide, or delete them based on whether you're connected to accounting software.

How to manage categories in Dext

Set default payment methods and projects for specific users in Dext. User rules override supplier and payment method rules for the same field.

How to set up user rules in Dext

Add, edit, and manage tax rates manually in Dext when your account isn't connected to accounting software.

How to set up and manage tax rates in Dext without accounting software

Trigger a manual sync between Dext and your accounting software from Business settings using Refresh integration data or the Reload button.

How to refresh your accounting software data in Dext

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

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

Configure automatic email reminders in Dext to notify approvers of outstanding costs, sales, and expense claim approvals.

How to set up approval reminders in Dext

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