Dext Expense Management Support | Makesworth

Software we support

Dext expense management and bookkeeping support

Use Dext to capture receipts and supplier documents, reduce manual entry and create a cleaner bookkeeping workflow.

Dext may suit businesses that have

  • Regular receipts and supplier invoices
  • Remote teams submitting documents
  • Too much manual bookkeeping entry

The essentials

A more organised route from documents to accounts

Dext is a document capture and bookkeeping tool that can collect information from receipts, invoices and other business records before passing relevant data into connected accounting software. It can reduce repetitive entry and make supporting documents easier to find.

The benefit depends on a well-designed process. Makesworth can help decide what should enter Dext, who reviews it, how items are published and how exceptions are resolved before they affect VAT returns or management reports.

Visit the official Dext website

Useful capabilities

What Dext can help you manage

Dext is most useful when document capture, review and accounting responsibilities are clearly defined.

Document capture

Collect receipts and supplier invoices through supported digital submission methods.

Data extraction

Reduce manual rekeying by extracting relevant information for review before publication.

Document storage

Keep source documents connected with the bookkeeping record for easier retrieval and checking.

Accounting connections

Pass reviewed information into compatible accounting software as part of a controlled workflow.

Accountant-led support

How Makesworth supports Dext

We help connect Dext with the bookkeeping process rather than treating document capture as a separate task.

Workflow review

We assess how documents currently arrive, where delays occur and who should review each stage.

Setup and connection

We help configure the account and its connection with supported accounting software.

Coding and publishing guidance

We agree practical rules for categories, evidence, review and handling unusual transactions.

Ongoing bookkeeping

We can incorporate Dext into a wider bookkeeping, VAT and accounts service.

A practical process

A clear route from review to everyday use

  1. Review

    We discuss your current records, reporting needs, team responsibilities and the problems you want the software to solve.

  2. Plan

    We agree a proportionate setup or migration plan, including responsibilities, timing and the information required.

  3. Configure

    We help configure the essential workflow, opening information and relevant connections before routine use begins.

  4. Support

    We help your team build reliable habits and provide ongoing accounting guidance as the business changes.

Build a connected workflow

Explore other accounting platforms and connected tools that may fit your wider finance process.

Common questions

Dext software FAQs

Answers about choosing, setting up and using Dext with Makesworth.

What does Dext do?

Dext captures information from receipts and supplier documents, stores the evidence and can pass reviewed data to compatible accounting software.

Does Dext replace accounting software?

No. Dext generally supports document capture and bookkeeping workflows while the main accounting platform holds the wider financial records.

Can Makesworth connect Dext to my accounting software?

We can help assess and configure a supported connection, then agree how information should be checked before it reaches the accounts.

Can employees submit receipts to Dext?

Dext supports several document submission methods. We can help design a practical process for your team and establish review responsibilities.

Can Dext help with VAT record keeping?

It can help retain supporting documents and organise purchase information. Appropriate review remains important before figures are used for VAT work.

Can you manage Dext as part of bookkeeping?

Yes. Where suitable, Dext can form part of the document collection and review process within an ongoing bookkeeping service.

Discuss your software setup

Get more from Dext with practical accounting support

Book a free consultation to discuss your current records, software options and the support your team needs.

Book a software consultation

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