Every item in your Costs, Sales, and Expense claims inboxes has a status of either To review or Ready. The status tells you whether an item needs attention before it can be published or exported.
To review
To review means Dext has detected something missing or incorrect on the item. Common reasons include a missing category, supplier, or total amount, or a discrepancy in line items.
Hover over the To review status to see exactly what needs to be fixed.
Ready
Ready means all of Dext's checks have passed, and the item can be published, exported, or archived.
A Ready status can appear in 2 colours:
Green - everything is in order.
Yellow - everything in Dext looks correct, but a previous attempt to publish to your accounting software returned an error. Hover over the status to see the error detail.
How to move an item from To review to Ready
To move an item from To review to Ready, open the item and complete or correct the fields flagged in the tooltip.
If your account isn't connected to accounting software, you can also move items manually without completing any fields. Open the item and select Move to ready or Move to review at the top of the page.
Show To review and Ready as separate tabs
You can display To review and Ready as separate tabs in your Costs and Sales inboxes. Go to Business settings > Extraction > Inbox tabs and turn on Show To review and Ready tabs.