Dexxter Migration

Import Dexxter yearly document exports into Workestra Finance expenses and invoices with vision-assisted review.

Use the Dexxter migration tool when you are moving accounting documents from Dexxter into Workestra Finance. The importer is built for Dexxter yearly document ZIP exports and turns reviewed documents into Finance expenses, Finance invoices, or archive-only records.

Every import is review-first. Workestra scans and extracts fields, but it does not create Finance records until you confirm the rows and click Create Finance records.

Where to find it

Open:

Settings -> Administration -> Import / Export -> Dexxter finance migration

Direct route:

/settings/administration/import-export/dexxter

You need a selected workspace before starting the import.

What you can upload

Upload one or more Dexxter yearly ZIP exports. The importer expects the document export structure Dexxter provides, especially these folders:

Dexxter folder	Default Workestra target
`expenses/`	Finance expense
`invoices/`	Finance invoice
Other folders or unsupported files	Archive only / needs review

Supported document types include PDFs and common image receipts. Empty ZIP files are handled as an import with no documents found instead of a broken upload.

Before you start

Prepare the import first:

Export the yearly document ZIPs from Dexxter.
Keep the ZIP files unchanged. Do not unzip and repackage them unless support asks you to.
Choose the correct Workestra workspace.
Confirm that the Finance module is enabled.
If scanned PDFs or image receipts are common, configure the workspace AI/vision provider so Workestra can extract fields from images.

Import workflow

1. Upload exports

Click Choose Dexxter ZIP files and select one or more ZIP files. Each selected archive is shown before scanning.

Click Scan documents to start the preview. Workestra reads the archive, stores source documents privately, classifies each file, and creates a review queue.

2. Review the summary

After scanning, the summary shows:

Metric	Meaning
Archives	Number of uploaded ZIP files
Documents	Total documents found inside the ZIPs
Expenses	Documents classified as expenses
Invoices	Documents classified as outgoing invoices
Needs fix	Rows that cannot be imported until required fields are corrected

If Needs fix is greater than zero, open the affected rows and complete the missing fields before creating Finance records.

3. Review each document row

The review queue lists every document with its proposed target, source filename, counterparty, date, amount, currency, and confidence score.

Select a row to edit extracted fields such as:

target entity
vendor or customer name
invoice number
issue date, due date, or expense date
total, subtotal, and tax
currency
description

Use Target entity to decide what happens to the source document:

Target entity	Result
Expense	Creates a Finance expense with the source document attached
Invoice	Creates a Finance invoice from the confirmed fields
Archive only	Stores the source document in import history without creating a Finance record

Click Save row after fixing a selected document.

4. Create Finance records

When all required rows are valid, click Create Finance records.

Workestra then creates the confirmed Finance records and reports how many rows were:

created
skipped
errored

After the import, open Finance Expenses and Finance Invoices to review the created records.

How field extraction works

Workestra uses the best available extraction method per document:

Document type	Extraction behavior
Text-based PDF	Reads embedded PDF text where available
Scanned PDF or image receipt	Uses the configured vision model when available
Unsupported or unclear document	Creates a review row that you can edit manually

Vision extraction is helpful for screenshots, scanned receipts, and PDFs without embedded text. It still requires human review because supplier names, VAT labels, totals, and dates can vary between documents.

Duplicate handling

Dexxter imports use a skip-first duplicate strategy. Workestra checks source documents and Finance records before writing.

Duplicates can be detected from:

source file checksum
Dexxter folder and filename
invoice number
vendor, date, and amount combinations

When a duplicate is detected, the row is skipped or marked for review instead of overwriting existing Finance data silently.

Common fixes

Problem	What to do
Upload button stays disabled	Select at least one `.zip` file.
Import says no workspace is selected	Switch to the correct workspace and retry.
Rows stay invalid	Open each row, fill required fields, and click Save row.
A document is classified incorrectly	Change Target entity to Expense, Invoice, or Archive only.
Image receipts have low confidence	Configure vision extraction or fill the fields manually.
A duplicate is skipped	Check whether the expense or invoice already exists in Finance.

Data and audit trail

The importer keeps the original Dexxter document as import evidence and records the import action in the workspace audit trail. Imported source files are stored privately and scoped to the workspace.

Only confirmed rows create Finance records. Rows marked Archive only remain evidence for the migration without changing Finance totals.

Next steps

Expenses - review imported supplier expenses
Invoicing - review imported outgoing invoices
AI Tools (Finance) - use the assistant after migration to inspect finance data

Dexxter Migration

On this page