Dext

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

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