We would like to share some recent updates and useful functionality within Dext that can help you save time, improve accuracy, and further streamline your processes. From enhanced automation tools to smarter data extraction and document storage, these features are designed to support your day-to-day bookkeeping and accounting workflows.
Take a look below to see what’s new and how you can make the most of Dext’s capabilities.
Line Item Extraction
By default, Dext automatically extracts the total amount of each bill uploaded into the software, allowing you to allocate the full amount to a category/nominal code. In some instances, you may require a greater level of breakdown of the lines of a bill so that they can be allocated to different categories/codes.
Whilst you can manually achieve this using the ‘Create line items’ option, it is possible to turn on automatic line item extraction at the supplier level so that any future bills for that supplier will be done for you.
Note that this is a paid feature which costs £0.40 per document.
Approvals
Dext has the ability for you to set up approval workflows that enforce an approval process before items can be published through to your accounting software. This can be set globally or applied differently based on any number of criteria (such as particular suppliers, document types, who submitted the document, value thresholds, etc.), and go to one or more approval steps. You can also set the items to auto-publish once the approval process is complete to further smooth the process.
As always, Dext retains the full history for each document, so a complete audit trail is maintained, including when each item was approved throughout the process.
There is no additional cost for using this feature.
Vault
Dext now offers the ability to store documents within the software using its Vault feature. This can be used to hold items such as insurance documents, vehicle documents, tenancy agreements, etc., anything that you may find useful to have cloud access to from anywhere you login to Dext.
Documents are uploaded into a folder structure, and Dext uses AI to automatically extract summary information about the contents of the item. You can also add due dates so that Dext flags items for review when they are within 2 weeks of that date.
Note that from 28 July 2025, Vault will be split into two tiers:
- Standard Vault – no additional cost – 500mb of document storage and no AI features.
- Vault+ – monthly charge – 5gb of document storage and full AI features.
Supplier Statements
Dext can now upload Supplier Statements, the key information extracted, and most importantly, for that statement to be cross-referenced against the supplier information already held in Dext.
Dext is therefore able to identify whether the invoices and credit notes are present on the system and will confirm to you which items are missing and need to be added.
Once all documents have been added and the statement reconciled, Dext then stores a record of the statement reconciliation for future reference.
Note: This is a paid feature that costs £0.40 per statement uploaded.
Description
While Dext has previously been unable to extract the detail and description from any invoices uploaded, it has recently introduced Dext Smart Suggestions, which uses AI to automatically suggest a suitable description.
Dext will display its suggested description in green below the Description box on the invoice details page. You therefore need only click on the green wording for Dext to complete the Description extraction.
There are no additional costs associated with using this feature, and it is a step further towards automation efficiencies.
Fetch
Dext has recently introduced a feature that allows you to connect your account with your supplier’s online portals and will extract the invoices and credit notes directly from these accounts.
This means that you will no longer be required to log in to the supplier’s account, download the invoices, and then submit them to Dext for processing. The invoices will appear directly in your Dext inbox as soon as they are available on the supplier’s website. It is even possible to use this feature to extract historical documents, if needed.
You can set up these integrations via the Connections > Costs section. Then select the green ‘Add Connection’ button. You will then be able to search for your supplier, select ‘Connect’, and then use your usual supplier account login details to finalise the connection.
There is no additional cost for using this feature.
