Frequently asked questions
You’ll find eveything you need to know about Dext here.
What is Dext?
Dext uses OCR (optical character recognition) and templating technology to extract written information from receipts, invoices and other financial documents. It presents visible data in an electronic and easy-to-manage format.
Dext accepts receipts, bills, invoices and other documents in the following file formats: JPG, PNG, GIF, BMP, TIFF, HTML, PDF, DOC, DOCX, ODT, RTF. These must all be 6MB for images; 100MB for ZIP archives. For bank statements, Dext only accepts PDF and TIFF file formats.
You can add additional users onto your Dext account. Each user will have the ability to submit, view and edit paperwork with Dext, depending on what is permitted.
If you’ve forgotten your password, head over to the Dext web app to reset it. Click on ‘forgot password?’ and fill in the email address you normally use to log in to Dext. We'll email you a link where you can securely reset your own Dext Password.
Submit a support request to get all your questions answered. You can submit these from the support centre, web app or mobile app. Once your request has been processed, you’ll be placed in a live chat with a member of our support team.
Dext automatically converts any foreign currencies into your base currency using Fixer conversion rates for the day that the item is dated. Currency data delivered by Fixer is sourced from financial data providers and banks, including the European Central Bank.
Yes. Dext can be integrated with a number of other types of accounting software, like Xero, QuickBooks Online, Sage and many more. To view the full list of available softwares, please click here. Please note that some of these are unavailable in certain regions.
If you're an Accountant or Bookkeeper with a Dext partner subscription, you can create an unlimited number of unique accounts for your clients and their staff. Each of these people can upload their financial paperwork to Dext, via the normal submission options, and have the associated data extracted automatically.
To view client data, you need to create a Client Account. Log in to your Dext account and click on ‘My Clients’ under the manage section and click the green ‘+Add Client button’ at the top of the page. Fill in the form and a new client will be added to your Dashboard. Here, you can receive, review and manage the financial documentation for one of your clients' businesses. Note: this functionality is only available for Bookkeeper and Accountant Partner Accounts. Find out more about the different Dext products here.
Dext uses the strictest possible controls in place to keep your data safe. In line with GDPR regulations, we don’t even store your bank details. Your records are protected by bank-level encryption, supported by a dedicated online security team. Read more about where your data is saved in our terms and conditions.
No. Simply use your existing login details and you’ll head straight through to the Dext platform. Receipt Bank is now Dext Prepare, and Xavier is now Dext Precision – all under one roof.
Yes. Dext keeps all extracted data safe, and accessible from anywhere at any time – even if your systems are down.
Submit a support request to get all your questions answered. You can submit these from the support centre, web app or mobile app. Once your request has been processed, you’ll be placed in a live chat with a member of our support team.
Pricing
Dext offers a number of different pricing options for businesses, so you can choose one that suits you best. Our three tiers – Business, Business Plus and Premium – are built to support everyone from sole traders to medium-sized enterprises.
Dext offers a number of different pricing options for accountants and bookkeepers, so you can choose one that suits your business best. Our three tiers – Streamline, Optimise and Enterprise – are built to support everyone from sole traders to major firms.
Integrations
Dext offers seamless integration with Xero and other major cloud accounting platforms. You can connect your accounts in a matter of seconds, and then you’ll be able to publish any of your financial documents to the platform instantly, removing the need to manually copy any data across yourself.
You can also integrate Dext with QuickBooks online. The connection is easy to set up and allows you to send all your important financial information to the platform with ease. Check out the step-by-step guide on how to do it here.
You can create and approve expense reports using Dext in less time than it takes to send an email. Head to the Costs Workspace via the web app, click on Inbox and select the item(s) you want to add via the checkboxes on the left-hand side of the page. To create the report, hit Add to expense report in the toolbar and then Add. The new report will be available to view, edit and publish from the ‘Expense Reports’ section of your account.
From here, you can also appoint team members to see and approve employee expenses, as well as automating reports at regular intervals to help save even more time for your business.
With Dext, all you need is one quick photo of your sales invoice and the app will take it from there – analysing, understanding and organising the data in a way that works for you. Dext can determine: currency, total amount, tax amount, customer, invoice date, invoice number and more.
You can sync up all your important bank statement information using Match, a feature with the Dext [web] app. All transactions will be logged and securely stored, and will update in real-time to ensure you have the clearest view of your finances possible. To activate the feature, head to the Bank transactions tab and click Add bank data.
When you submit a receipt, invoice or other piece of financial paperwork, Dext will analyse the document and compare it with previous submissions to assign an appropriate category.
When Auto-categorisation is on, Dext will choose one based on the way you previously categorised similar items in your account. If there is a supplier rule in place then we will only suggest a category, and you can decide whether it’s relevant or not.
You can export items and reports from your Dext inbox to CSV or PDF so you can manage your records as you see fit.
When you submit a receipt, invoice or other pieces of financial paperwork, Dext will analyse the document and identify the supplier. If you have created a list to add certain suppliers to, it will be filed accordingly – these are customisable, and able to edit via the Suppliers tab at the top of the page within the web app.
Keep your employees’ expenses in dedicated reports so that they can be repaid easily and on time via the Expense Reports tab. Expense reports show a summary of employee expense information which can be downloaded for approval. With Advanced Expense Reporting, approval can be conducted without the need to download.
Yes. Each subscription has a different capacity, ranging from five sheets per month to unlimited access.
You can specify what each individual user on the account can view, edit and export. Use the ‘Maintain Users’ tab of the ‘Account Settings’ page to add and remove users.