How to Upload and Categorize Receipts in Dext - App

Learn how to efficiently upload your financial documents to the Dext platform. This guide explains the process of importing files and assigning them to specific business categories for them to be processed.

Cass
8 steps
2 minutes

Dext

Download Dext from your device's app store

Click the camera icon, to begin uploading an attachement

Once you have taken an image, or uploaded a photo/file from your device a "Review" step will open.

Please fill out the "Description" section to the best of your ability

**Tip!** Use the following descriptions where required **The purchase was processed on a SAPA card or account:** *"For Reconciliation - \[insert reason\]"* eg. For reconciliation - Flights - business development trip **The purchase was made from your personal account:** *"For Reimbursement - \[insert reason\]"* eg. For reimbursement - staff travel allowance - lunch SA Trip

Select the "Department" the purchase is to be coded to (if you are unsure please ask your manager)

Click "Submit" to finalise your upload

Your upload will then move to "Processing" and "Extracting".

**Tip!** Please make sure you complete the steps above. If not, then you may not receive a reimbursement approval in adequate time.