How to Upload and Categorize Receipts in Dext - Website

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
10 steps
2 minutes

Dext

Click "Add documents"

Click "Select files"

Once you upload a file it will then move to the "Processing" tab for the information to be extracted

Once all the information has been extracted, it will move to "Inbox" tab

Click "To review" to open the attachment you have just uploaded

Scroll down until you see "Department". Click here and a dropdown menu will appear.

Click the correct Department the receipt/invoice needs to be coded towards.

Then, click "Description" and write a short explanation of what the expense is for, and if its for "Reimbursement" (purchase made on personal account) or "For Reconciliation" (if the purchase was made on a SAPA card). If you need an invoice "To be Paid", ensure you have sought approval from your manager before loading into Dext.

Click "Back" to finalise and save your information. Then complete the process again or log out of DEXT.