Once you’ve uploaded your documents into Dext, you can edit the information on the document, publish it to your accounting software or export your items.
- Viewing Your Items in Dext
- Publishing Your Items to a Connected Accounting Software
- How to Export Your Items to Download or Share
Viewing Your Items in Dext
To view your items:
- Navigate to Costs or Sales depending on what type of document it is.
- Click on the item to see more information about the purchase and an image of the supporting document.
Note: Dext will automatically extract Information about the purchase. You can still edit any of those fields.
Publishing Items to a Connected Accounting Software
If you’ve connected your Dext account with your accounting software, you can send documents directly from the Inbox to a specified location in your accounting software.
To publish your item:
- Click into an item from the Costs or Sales inbox.
- (Optional) Add or edit the Item Details.
- Select a Category.
- Choose where and how to publish the document using the Publish as and Publish to fields
- Click the Publish button to publish the document.
We’ll keep a copy of the item in the Archive tab in case you ever need to find it again.
Exporting Your Documents to Download or Share
If you’re not integrated with an accounting software, you can export your items by:
- Navigating to the Costs or Sales inbox.
- Selecting each of the items you’d like to export using the checkboxes on the left-hand side.
- Clicking Tools then Export.
Note: You’ll be able to choose whether you’d like to export those items as a CSV data file — great for uploading to other software or saving to a spreadsheet or export as a PDF image file — great for sharing with other people.