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.

How to use Projects

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

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

Create, edit and delete list visibility groups in Dext to control which categories, tax rates and Projects each user can select.

How to manage list visibility groups in Dext

Learn how to upload your supplier list into Dext by importing a CSV file. Follow the step-by-step instructions to map and import suppliers.

How to upload your supplier list to Dext

Add, edit, delete and hide customers in Dext. What you can do depends on whether your account is connected to accounting software.

How to manage your customers list in Dext

Learn how to manage suppliers in Dext, including how to create new suppliers, merge duplicates, delete suppliers, and use aliases to keep your supplier list accurate and consistent.

How to manage suppliers 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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