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

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 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

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

How to group line items in Dext

Teodora

Alexander

Managing Documents

Login

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.