Dext

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

Hide the document preview, switch to a vertical split, or manage columns and density in the line item editor.

How to customise the line item editor in Dext

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