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

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

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 upload your Supplier List into Dext by importing a CSV file. Follow step-by-step instructions for mapping and importing suppliers.

Uploading your Supplier list into Dext 

Learn how to set up and manage your Customer list in Dext to match sales invoices automatically. Add customers manually or sync from accounting software like Xero or QuickBooks.

Setting up your Customer list

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

Ian McKay

Alexander

Teodora

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