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

Use coloured flags to label and filter items in your Dext costs, sales, and expense claims inbox.

How to use flags to organise your inbox

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

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

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 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

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?

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?

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?

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

Dext converts foreign currencies to your base currency using Fixer exchange rates from the document date. Learn where to view and change your base currency.

How does Dext convert foreign currency amounts?

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Capture documents

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

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

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

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?

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

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

List of suppliers for Invoice Fetch

Receiving eInvoices

Connect Vault to Dropbox, Google Drive, or OneDrive to keep your documents automatically in sync — both ways — without manual uploads.

How to connect Vault to cloud storage

Upload methods

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

Upload sales invoices to the Dext Sales inbox to automatically extract key details and publish to your accounting software.

How to upload sales documents to Dext

Merge multiple items in Dext into 1 from the Costs or Sales inbox using the Actions 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

Group extracted line items by description, tax percentage, or both for Costs and Sales documents in Dext.

How to group line items in Dext

Learn how to search, filter, and use advanced search tools in Dext to quickly find, review, and manage documents in your Costs or Sales inbox and archive.

How to search through the Inbox and Archive

Managing Documents

Export cost and sales items from Dext as a CSV to share, analyse, or upload to your accounting software.

How to export items as a CSV file

Clear publishing data and republish an item from the Archive or Inbox to avoid duplicates in your accounting software.

How to republish an item

Download items from Dext as a PDF or ZIP file from the Costs inbox, Sales inbox, or Archive.

How to download items as a PDF or ZIP file

Learn how to edit, publish, and export items in Dext. Update details, publish to accounting software, or export as PDF, CSV, or ZIP.

How to edit, publish, and export items in Dext

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 items from your Dext costs, sales, or expense claims inbox by email as PDF and CSV files.

How to send items by email from Dext

Publishing & Exporting

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