Once you’ve uploaded your documents into Dext, you can edit item details, publish them to your connected accounting software, or export them to share or store elsewhere.
View and edit item details
Dext automatically extracts all key information from documents. You can edit any field as needed - your changes save automatically when you click outside the field.
Go to Costs or Sales, depending on the document type.
Click an item to see its details and the document image.
Important: To publish an item, make sure the following fields are completed:
Category
Supplier
Total amount
If any are missing, the item stays in To review. Read about To review and Ready statuses
Publish items to your accounting software
Connecting your accounting software to Dext enables publishing - we send the item’s extracted data along with the original document image to the selected destination in your accounting software.
Open an item in the Costs or Sales inbox.
(Optional) Update the Item details where necessary.
Select a Category.
Choose a Publish to destination.
(Optional) If you’re connected to Xero, select a Publish as status for the item.
Click the Publish button at the top or bottom of the page.
A copy of the published item is kept in the Archive tab for easy reference.
Export items to download or share
You can export from the Costs/Sales Inbox or Archive tabs.
Export selected items: Select via checkboxes, then go to Tools > Export.
Export everything in a list: Leave all items unselected, open Tools, and choose Export all.
Choose your format in the export window:
PDF – up to 250 items.
CSV – choose a default or custom format.
ZIP – ideal for large batches; includes original file formats.
More detailed, format‑specific guides: