You’ll find eveything you need to know about Dext here.
What is Dext?
How does Dext work?
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
What kind of documents can I send to Dext?
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.
Is it possible for both me and my employees to send invoices?
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.
How do I reset my password?
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.
Who should I contact if I have a specific question?
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.
Does Dext support multiple currencies?
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.
Can I connect Dext to my clients' preferred accounting software?
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.
How can clients submit their documents?
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.
How can I view client data?
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.
How is my data saved?
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.
Do I need to do anything to transfer my account?
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.
How many people in my team can use a company Dext account?
Yes. Dext keeps all extracted data safe, and accessible from anywhere at any time – even if your systems are down.
Who should I contact if I have a specific question?
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.
How much does Dext cost
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.
How much is Dext for accountants
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.
How does Dext work with Xero
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.
How does Dext work with QuickBooks
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.
How can I create an expense report on Dext?
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.
Can I process sales invoices using Dext?
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.
Can I fetch my bank statements to Dext?
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.
How will my items be categorised in Dext?
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.
Can I export and manage my data outside of the app?
You can export items and reports from your Dext inbox to CSV or PDF so you can manage your records as you see fit.
Can I manage my suppliers in Dext?
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.
What kind of expense management is available with Dext?
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.
Does Dext offer data extraction from bank statements?
Yes. Each subscription has a different capacity, ranging from five sheets per month to unlimited access.
Can I set different user permissions on a multi-user account?
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.