Dext

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Submission History

Understanding UK VAT Number Verification Results

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?

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

Adding & Managing Documents

How to Set up a Fetch Connection

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.

Adding documents to Dext

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…

Submit documents to Dext with Extract by email

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

Submitting items via PayPal

How to set up a direct connection for Amazon Business

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

Submitting items 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…

Reconcile supplier statements in Dext

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

Mileage claims

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

Raise sales quotes and invoices directly in Dext, ready to send to customers.

Sales Invoicing for Solo

Adding Documents 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

How to Upload Costs & Sales Documents

Adding Documents

Managing Documents

What Does To Review and Ready Mean?

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

Moving Items Into or Out of the Archive

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

Merging Items

Viewing an Item’s History

Transfering Items Between the Costs and Sales Inboxes

Turning Tax Extraction On/Off

Splitting Items

Recovering a Deleted Item

Using Item Messaging

Using Line Items

Using Purchase Order Match

How to Configure Your Browser to View Item PDFs

What does the Status of my document mean?

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…

Using Line item extraction

How to Back up Your Paperwork

Reporting Extraction Mistakes

How Long Does Extraction Take?

Using the Inline Calculator

Editing Items

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.

Exporting your data as a CSV file

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.

Downloading 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

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

Re-publishing an item

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

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.

Creating and using a Custom CSV Export

Publishing & Exporting

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