Dext

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 UK VAT number verification results mean in Dext, including valid, invalid, and unavailable responses, and how to resolve common VAT verification issues.

Understanding UK VAT number verification results

Learn how to create, label, and manage coloured flags to better organise items and improve visibility across your costs and sales inbox.

How to use coloured flags to organise items

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

Dext extracts key fields from Costs and Sales documents, such as supplier or customer, date, totals, tax, and invoice number to help you review and export data quickly.

What information does Dext extract from Costs and Sales documents?

Albena

Teodora

Alexander

Adding & Managing Documents

Learn how to email receipts, invoices, and multi-page PDFs to Dext using Extract by email. See supported file types, single vs multiple addresses, editing addresses, submission tips, and how to…

How to submit documents to Dext with Extract by email

Learn the different ways to add costs, sales documents, and bank data to Dext, and understand where items appear after they’re uploaded and processed.

Ways to add documents to Dext

Connect your supplier portals to Dext using Fetch to automatically collect bills and invoices into your Costs inbox.

How to set up a Fetch connection in Dext

Learn how to connect PayPal to Dext to automatically import and manage your PayPal transactions every 24 hours.

How to submit items to Dext via PayPal

Automatically collect costs from your Amazon Business account by connecting it to Dext. Requires an Amazon Business account.

How to connect your Amazon Business account to Dext

Automatically upload receipts, invoices, and sales documents to Dext using Dropbox. Learn how to connect, manage folders, submit items, and troubleshoot issues.

How to submit items to Dext using Dropbox

Add supplier statements to Dext and reconcile them against invoices in Dext and your connected accounting software. Learn how matching works, how to review statements, and how to reconcile or…

How to use Supplier Statement Extraction in Dext

Manage business mileage with Dext. Learn how to add vehicles, calculate claims using official rates, track trips, and submit accurate mileage reimbursements.

How mileage claims work in Dext

Connect your online selling platforms to Dext using Commerce lite to automatically import sales and fee transactions into your Sales and Costs inboxes for review and publishing.

Using Commerce Lite to import online sales

Learn how to use Vault in Dext to store, tag, and manage important business documents. Includes how to create folders, use tags, templates, and upload files securely.

Using Vault in Dext

Connect WhatsApp to Dext and send invoices or receipts directly to your Costs Inbox from mobile or WhatsApp Web.

How to add documents to Dext via WhatsApp

Learn how to auto-forward receipts and invoices from your email to Dext. Includes steps, provider links (Gmail, Outlook/Office 365, Yahoo, AOL, mail.com, Zoho, Apple Mail), verification tips, and the correct…

Set up email forwarding rules to Dext

Upload bills, receipts, and sales invoices to Dext from your computer - including bulk uploads and multi-document PDFs.

How to upload costs and sales documents 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?

Find out how long document extraction takes in Dext, why processing times can vary, and what to do if your receipts or invoices are still in processing.

How long does the document extraction take in Dext?

Learn which file types and size limits Dext supports when you upload receipts, invoices, bank statements, supplier statements, and Vault files. Includes rules for PDFs, images, ZIP files, and scanned…

What file types can I upload to Dext?

Find out why your uploaded document was rejected or accepted without data in Dext. Learn the common reasons, how to fix them, and how to avoid upload issues.

Why was my document rejected?

Fix Fetch connection errors in Dext - including incorrect login credentials, 2FA requests, and temporary technical issues.

Troubleshooting Fetch connection errors in Dext

View connection status, trigger a manual fetch, and manage your Invoice Fetch connections from Business settings in Dext.

How to manage a Fetch connection in Dext

Use a mileage template to record and submit business travel to Dext as a costs document when the native mileage feature isn't available.

How to manually submit mileage in Dext

Find out which suppliers are supported for the Invoice Fetch feature in Dext.

List of suppliers for Invoice Fetch

Ian McKay

Adding Documents

Learn how Dext automatically categorises your Costs items using machine learning and supplier rules. Find out how to enable Auto-categorisation, when it starts working, and how manual category selections on…

How Dext auto-categorises your Costs items

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 upload and process sales invoices in Dext using the Sales inbox. Automatically extract key details, manage customer data, and publish invoices to your accounting software for easy…

Processing your Sales invoices

Merge multiple items in Dext into 1 from the Costs or Sales inbox using the Tools menu, then review and confirm the combined item.

How to merge items in Dext

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

Control whether Dext extracts tax information from costs and sales documents using the Extract tax toggle in Extraction settings.

How to turn tax extraction on or off in Dext

Send messages to clients about Costs items in Dext, and learn how clients can respond from the Dext mobile app.

How to use item messaging in Dext

Manually create, edit, merge, and unmerge line items in Dext to split receipts or invoices across multiple categories.

How to manually create line items in Dext

Use the inline calculator to perform calculations directly in numeric fields in Dext - no need to switch to an external calculator.

How to use the inline calculator in Dext

Automatically extract individual line items from Costs and Sales documents in Dext. Learn how Line Item Extraction works, which documents are supported, and how to extract line items automatically or…

How to use Line Item Extraction in Dext

Split a single costs or sales item in Dext into 2 separate items, each with its own category, amounts, and document image.

How to split an item in Dext

Managing Documents

Export Dext items as CSV from the Costs/Sales inbox or Archive. Choose your CSV format, use Export all, and fix the “Please set total amount” error quickly.

How to download your items as a CSV file

Learn how to clear publishing data and republish items in Dext, including steps for items in the Archive or Inbox and guidance on avoiding duplicates in your accounting software.

How to republish an item

Export Dext documents as PDF, CSV, or ZIP from the Costs/Sales inbox or Archive. Use Export all or select items; PDF exports are limited to 250 items.

How to download your items as PDF files

Learn how to edit, publish, and export items in Dext. Update item details, send documents to your accounting software, or export files in PDF, CSV, or ZIP formats for sharing…

Editing, publishing, and exporting items

Easily export cost invoices from Dext with a custom CSV format tailored to your accounting needs. Choose specific columns, save your layout, and export clean data ready for your tools.

How to create a custom CSV export in Dext

Connect Dext to a cloud storage provider to back up your Costs and Sales documents automatically or on demand.

How to back up your documents in Dext

Send selected Dext items to any email address with downloadable PDF and CSV links. Includes steps for choosing items, adding recipient details, and sending the email.

Emailing data from Dext to an external address

Publishing & Exporting

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