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Dext how-tos

Step-by-step help with everyday tasks in Dext, from uploading and emailing documents to publishing them and managing suppliers. Each how-to follows Dext's own help article, linked in its sources, and says what to check before you start and what changes afterwards.

Receipts and documents

  • How to upload documents in Dext

    Add receipts and invoices to Dext from a computer or the mobile app, pick the file layout option that fits, and track down an upload that went missing.

  • How to email receipts to Dext

    Find your Extract by Email address in Dext, choose between its Single and Multiple versions, and send receipts so they reach the right inbox.

  • How to publish documents in Dext

    Send items from Dext to your connected accounting software one at a time or in bulk, and see what stops an item at To review.

  • How to auto-publish documents in Dext

    Turn on Dext's Auto-publish setting for a supplier, a customer, a payment method or the whole account, and find out why some items still wait in the inbox.

  • How to clear publishing data in Dext

    Clear a Dext item's publishing data from the Archive or the Inbox so it can be published again, after the earlier copy is gone from your accounting software.

  • How to merge documents in Dext

    Combine two or more Dext items from one inbox into a single item, check the merged details before confirming, and split them apart again with Unmerge.

  • How to set up Dext Fetch

    Connect a supplier's online portal to Dext with Fetch so its bills and invoices reach your Costs inbox, then check, update or delete the connection.

Contacts

  • How to merge suppliers in Dext

    Merge duplicate suppliers on the Dext Suppliers page, keep one name, and make the same merge in connected accounting software, knowing Dext can't undo it.

Reports and data

  • How to export data from Dext

    Export Dext items as a CSV of the extracted data, or as PDF or ZIP files of the documents themselves, from the Costs or Sales inbox in the web app.

Users and settings

  • How to add a user in Dext

    Add team members to a Dext business account from the Users page, decide whether they can log in and which role they get, then send the invitation.