Use Dext Like a Pro!

Dext is a powerful tool for managing your expenses and paperwork efficiently. To help you make the most of it, follow these expert tips:

📧 Save & Use Your Unique Dext Email-In Address

Forward invoices and receipts received via email to your dedicated Dext address (e.g., yourcompany@dext.cc ).
For a hands-free experience, set up automatic forwarding using ‘Rules’ in Outlook or ‘Filters’ in Gmail.
Find your unique email-in address under business settings > extraction.

🔎 Regular Checks Ensure Accuracy

Log in weekly to confirm that all your documents are appearing as expected.
If something is missing, a quick check can usually resolve the issue before it becomes a problem.

💳 Add Your Payment Methods

Save your card details under Account Settings > Maintain Lists > Payment Methods.
Dext will automatically match payments to the correct account—just enter the card name and last four digits.
This ensures personal and business expenses are properly allocated.

👥 Add Users for Better Workflow

Let team members manage their own expense claims or help oversee the account.
See Dext guide here: https://help.dext.com/en/s/article/how-to-add-a-user-to-your-account-2

✅ No Need to Push the Green Button!

Our team meticulously reviews each item before it enters your accounting system.
We verify the date, amount, supplier, tax, and payment details.
Once everything checks out, we’ll publish the item for you—so you don’t have to worry about errors.

📂 Send everything to Dext, and we’ll do the rest.

With these simple steps, you’ll be using Dext like a pro in no time! 🚀