This is part of our Automating Your Bookkeeping series (Chapter 3 of the Dext tutorial hub):

• Lesson 1: Setting Up Supplier Rules in Dext to Save Time
• Lesson 2: Using Line Item Extraction in Dext for Detailed Cost Coding
• Lesson 3: How Dext Prevents Duplicate Bill Entries
• Lesson 4: Tracking Vehicle Mileage with Dext
• Lesson 5: Managing Employee Expense Claims in Dext

A single trip to the hardware store often covers several different types of expense, and line item extraction handles that automatically.

1. What it actually does

Rather than treating a whole receipt as one expense, Dext can extract individual line items and code each one separately.

2. A practical example

A single Bunnings or Reece docket covering materials, tools and consumables can be split into the correct category for each item, rather than lumped together.

3. When it is worth using

This is most useful for suppliers where a single visit regularly covers multiple expense categories, rather than every single receipt.

4. Reviewing the split before publishing

Check the automatic split looks right before publishing, since a complex receipt is more likely to need a manual adjustment.

Dext’s official YouTube channel covers line item extraction: watch the official Dext tutorial. Our tradie bookkeeping service can help set this up for your regular suppliers.