Dext

Alexander

Teodora

Albena

Reviewing, editing, and organising documents day-to-day

Manage documents

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

How to republish an item

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

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

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

Learn how to use the Costs inbox in Dext to manage and organise purchase documents. Understand each workspace section, customise your inbox view, and move items between Costs and Sales…

The Costs inbox

Overview of the Sales workspace in Dext, including Inbox, Processing, and Archive tabs, column settings, and how to manage Sales documents.

The Sales inbox

Learn how the Archive works in Dext, what moves items there, and how to export or unarchive them.

What is the Archive in Dext?

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 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

Choose which columns appear and adjust table density in your Inbox, Archive, and Approvals tabs. Settings apply to your account only.

Managing table columns and density in Inbox, Archive, and Approvals

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 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 keyboard shortcuts in Dext to publish or archive items, move between inbox items, collapse the sidebar, or select multiple items.

Are there keyboard shortcuts in Dext?

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

Inbox & Archive

Expense claims in Dext let you collate and manage reimbursable costs for individuals, from creation through to publishing.

What are expense claims in Dext?

Learn how to create an expense claim in Dext from the Costs inbox or Expense claims Inbox, including permissions and supplier defaults.

How to create an expense claim

Edit claim details, add or remove items, and move items between claims from inside an expense claim in Dext.

How to edit an expense claim in Dext

Automatically create and manage expense claims in Dext. Set a schedule, assign users, and let submitted items be added to claims automatically.

How to set up Auto Expense claims in Dext

Learn how to delete an expense claim, what happens to the items inside it, and how to find and recreate deleted claims. Clear steps for managing expense claims in Dext.

How to delete an Expense Claim

Publish expense claims to your accounting software, or export and share them as CSV or PDF files directly from Dext.

How to publish, export, or share an expense claim

Expense Claims

Learn how to view and edit item details in Dext, including document actions, tabs, extracted data, and available controls before publishing or exporting.

How to use the Item details page in Dext

Use the Actions menu in the Costs and Sales inboxes to export, merge, edit, flag, archive, or delete multiple items at once.

How to use the Actions menu in 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

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

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

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

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

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

Editing items

Learn how Dext's automation features work together - rules, auto-publish, Smart Suggestions, and more - and what happens when more than one rule applies.

Rules and automation in Dext

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

Automate data entry in Dext with Supplier and Customer Rules. Learn how to set, manage, and bulk edit rules for categories, tax, due dates, and more.

How to use supplier and customer rules in Dext

Automate how you divide transactions with Smart split. Create rules to automatically split supplier or customer transactions into fixed amounts or percentages - no manual entry needed. Ideal for invoices…

How to use Smart split 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

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

How to group line items in Dext

Set default payment methods and projects for specific users in Dext. User rules override supplier and payment method rules for the same field.

How to set up user rules in Dext

Set up payment method rules in Dext to automate auto-publish, publish destinations, and understand how rule priority works.

How to set up payment method rules in Dext

Learn how Smart Suggestions work in Dext and how to enable them to speed up coding for project fields and item descriptions.

What are Smart Suggestions in Dext?

Rules & automation

An overview of the Bank workspace in Dext, including the Transactions, Statements, and Accounts sections and what you can do in each.

The Bank workspace in Dext

Upload bank statements to Dext for automatic transaction extraction. Covers adding a bank account, uploading files, and managing statements.

How to upload bank statements in Dext

Find out why your bank statement was rejected in Dext. Covers statement status, common rejection reasons, and duplicate uploads.

Why was my bank statement rejected in Dext?

Connect your bank to Dext via Plaid for automatic transaction import. Covers setup, syncing timelines, feed expiry, and connection errors.

How to use Bank feeds in Dext

Create and send paperwork requests for unmatched bank transactions in Dext, share reports, track responses, and upload missing documents.

How to request paperwork for bank transactions in Dext

Set up Bank Fetch to automatically collect bank statements from your bank's website into Dext. This feature is available in Australia only.

How to set up a Bank Fetch connection

View, search, filter, and export bank transactions in Dext from Bank Statement Extraction, Bank Feeds, and accounting software integrations.

How to view and export bank transactions in Dext

Enable missing period alerts in Dext to automatically detect and resolve gaps in your bank statement history.

How to detect missing bank data in Dext

Create Cost items from bank transactions in Dext using Cash coding when no supporting document is available.

How to use Cash coding in Dext

Bank

Set up automated approval workflows for Costs and Sales in Dext. Define criteria, stages, approvers, and workflow priority.

How to set up Costs and Sales approval workflows in Dext

Review, approve, or reject Costs and Sales items from the Approvals tab. Admins can act on any item; standard users see their own.

How to review and approve Costs and Sales items in Dext

Create and manage approval workflows for expense claims in Dext, and learn how to review, approve, and reject submissions.

How to set up expense claim approval workflows in Dext

Submit an expense claim for approval in Dext - either by selecting an approver yourself or through an automated approval workflow.

How to submit an expense claim for approval

Approve or reject expense claims in Dext from the Approvals tab or directly from inside a claim.

How to approve an expense claim

Configure automatic email reminders in Dext to notify approvers of outstanding costs, sales, and expense claim approvals.

How to set up approval reminders in Dext

When multiple workflows could apply to a document, Dext uses rule specificity to pick one. Learn how priority is determined.

How approval workflow priority works in Dext

Understand who can create and manage approval workflows, and how to grant approval permissions to practice users.

How do approval permissions work in Dext?

Approvals

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