Line Item Extraction splits supported documents into individual lines, so you don’t need to manually break down receipts, bills, or invoices.
For each extracted line, Dext captures:
Description
Total amount
Tax amount (Tax codes and tax rates are not extracted.)
If parts of a document are blurry or unreadable, some fields may be left blank.
Important: Only Admin users can manage Line item extraction.
Credits and usage
Line Item Extraction uses credits from your subscription allowance (in all regions except France). Credits are shared across all documents processed, reset at the start of each billing period, and don't roll over.
For full details on viewing credit usage, purchasing prepaid bundles, and pay-as-you-go rates:
Practices: See How to manage your practice subscription in Dext
Businesses: See How to change your Dext Business plan
Line Item Extraction for Costs
For Costs documents, Line Item Extraction can be used in two ways:
Automatically, for all future documents from a supplier
Manually, for individual invoices only
Automatic extraction (supplier-level)
Automatic Line Item Extraction works at supplier level. Once enabled, all future documents from that supplier are sent for extraction.
You can enable this in several places:
From the Suppliers list
Go to Costs > Suppliers.
Use the Extract line items toggle for the supplier.
From the Supplier rules page
Open a supplier from the Suppliers list.
Turn Extract line items on or off.
From the Item details page
Open an item’s Details page from the Costs inbox.
Click the green Set supplier rules button under the Supplier field.
3. Use the Extract line items toggle.
Once enabled, extracted line items appear at the bottom of the Item details page.
Extract line items for a one-off Cost item
If you don’t want to enable automatic extraction for all invoices from a supplier, you can extract line items for individual Cost items.
This is useful for one-off purchases or exceptions.
Important: This feature is available to Practice users accessing client accounts, or Businesses with a subscription that includes Line Item Extraction.
To extract line items for a single invoice:
Open the item's Details page.
Click Extract line items.
Supported document types (Costs)
Line Item Extraction is supported for the following Costs document types:
Invoice
Receipt
Credit note
Delivery note
Line Item Extraction is not supported for:
Statements
Remittance advice
These documents are processed normally and don’t use credits.
Line Item Extraction for Sales documents
Line Item Extraction is available for all Sales document types. As with Costs, you can extract line items automatically for all future documents from a customer or manually for individual items.
Note: Line Item Extraction for Sales documents uses the same pricing model as Costs and counts towards your overall Line Item Extraction allowance.
Automatic extraction (customer-level)
Automatic Line Item Extraction for Sales works at the customer level. Once enabled, all future documents from that customer are sent for extraction.
From the Customers list
Go to Sales > Customers.
Open a customer.
Use the Extract line items toggle to turn extraction on.
From the Item details page
Open an item from the Sales inbox.
Select Set customer rules under the Customer field.
Use the Extract line items toggle.
Extract line items from a single Sales item
If you don't want to enable automatic extraction for all documents from a customer, you can extract line items for individual Sales items.
Open an item from the Sales inbox.
Scroll to the bottom of the item's Details page.
Select Extract line items.
Grouping line items
You can group extracted line items together automatically based on their description, tax percentage, or both - for both Costs and Sales documents.
For full instructions on setting up and managing line item grouping, see How to group line items in Dext.