Dext

Alexander

Teodora

Capture documents

Learn the different ways to add costs, sales documents, and bank data to Dext, and understand where items appear after they’re uploaded and processed.

Ways to add documents to Dext

Upload bills, receipts, and sales invoices to Dext from your computer - including bulk uploads and multi-document PDFs.

How to upload costs and sales documents in Dext

Connect WhatsApp to Dext and send invoices or receipts directly to your Costs Inbox from mobile or WhatsApp Web.

How to add documents to Dext via WhatsApp

Add supplier statements to Dext, manage extraction settings, and move Costs items into the Supplier statements workspace.

How to upload and manage supplier statements

Upload sales invoices to the Dext Sales inbox to automatically extract key details and publish to your accounting software.

How to upload sales documents to Dext

Upload methods

Send receipts, invoices, and other documents to Dext by email using your unique Single or Multiple address.

How to submit documents to Dext via email

Find your Extract by Email address and learn how to edit your own or another user's address.

How to find and edit your Extract by Email address

Learn how to auto-forward receipts and invoices from your email to Dext. Includes steps, provider links (Gmail, Outlook/Office 365, Yahoo, AOL, mail.com, Zoho, Apple Mail), verification tips, and the correct…

Set up email forwarding rules to Dext

Block individual senders or entire domains from submitting documents to Dext by email.

How to block unwanted email addresses or domains

Extract by Email

Set up the Dext mobile app, then learn where to find the tabs and buttons to upload receipts, create claims, and publish items.

Getting started with the Dext mobile app

Learn how to scan receipts, upload invoices, and submit PDF documents using the Dext mobile app. Capture paper documents, choose Costs or Sales, and review items before submitting.

How to scan and upload documents in the Dext mobile app

Publish Costs and Sales items from the Dext mobile app once they’re ready. This article explains who can publish and how to send receipts or invoices to your accounting software.

Publish items from the Dext mobile app

Use Vault in the Dext mobile app to upload, organise, tag, and manage documents from your phone.

How to use Vault in the Dext mobile app

Create and submit expense claims using the mobile app, including how to add items, request approval, approve claims, and publish them.

Manage expense claims in the mobile app

Add a mileage claim in the Dext mobile app by logging trips manually or using GPS mileage tracking. Follow step-by-step instructions to submit accurate claims.

How to add a mileage claim using the mobile app

Log in to the Dext mobile app, switch between clients or organisations, manage multiple logins, and remove saved login details.

Log in and switch between accounts in the Dext mobile app

Learn how to turn camera shot suggestions on or off in the Dext mobile app, and how automatic document detection, smart cropping, and blur warnings work.

Use camera shot suggestions in the Dext mobile app

Learn how to connect QuickBooks Online or Xero to Dext using the Dext mobile app, including how to manage, refresh, or reconnect your integration.

How to connect your accounting software using the Dext mobile app

Learn how to get started with the Dext mobile app, upload documents, create expense and mileage claims, publish items, use Vault, and manage your account settings.

Mobile app

Connect your supplier portals to Dext using Fetch to automatically collect bills and invoices into your Costs inbox.

How to set up a Fetch connection in Dext

View connection status, trigger a manual fetch, and manage your Invoice Fetch connections from Business settings in Dext.

How to manage a Fetch connection in Dext

Fix Fetch connection errors in Dext - including incorrect login credentials, 2FA requests, and temporary technical issues.

Troubleshooting Fetch connection errors in Dext

Find out which suppliers are supported for the Invoice Fetch feature in Dext.

List of suppliers for Invoice Fetch

Receiving eInvoices

Automatically collect costs from your Amazon Business account by connecting it to Dext. Requires an Amazon Business account.

How to connect your Amazon Business account to Dext

Connect your online selling platforms to Dext using Commerce lite to automatically import sales and fee transactions into your Sales and Costs inboxes for review and publishing.

Using Commerce Lite to import online sales

Automatically upload receipts, invoices, and sales documents to Dext using Dropbox. Learn how to connect, manage folders, submit items, and troubleshoot issues.

How to submit items to Dext using Dropbox

Learn how to connect PayPal to Dext to automatically import and manage your PayPal transactions every 24 hours.

How to submit items to Dext via PayPal

Auto-import

Manage business mileage with Dext. Add vehicles, calculate claims using official or custom rates, and submit reimbursements.

How mileage claims work in Dext

Add, edit, and delete vehicles for mileage claims in Dext, and see which vehicle types are supported in each region.

How to add, edit, and delete vehicles in Dext

Create and submit a mileage claim in Dext, then view your mileage summary and submitted trips for the tax year.

How to create and submit a mileage claim in Dext

Set up mileage claim settings in Dext, including tax, defaults, and switching between official and custom mileage rates.

How to manage mileage settings and rates in Dext

Use a mileage template to record and submit business travel to Dext as a costs document when the native mileage feature isn't available.

How to manually submit mileage in Dext

Mileage

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