Documents move through different statuses as they are processed. Understanding these helps you manage your workflow.

To Review

First status after upload. Review and edit any incorrectly scanned data. Remains here until you review it.

Ready to Publish

All mandatory fields are complete. Click Publish to send to BrightBooks.

Loaded

Document has been published and is in BrightBooks pending queue. Usually processes within minutes.

Imported

Successfully processed into BrightBooks ledger. View it under Banking > Dext Prepare Feeds.

Failed

Import blocked by an issue (usually missing field or invalid code). See the troubleshooting article for solutions.

Archived

Document is hidden but still in your account. Archive old documents to keep workspace tidy.

Common Questions

Q: A document is stuck in Loaded. What do I do?

A: Try refreshing the page. If it persists for hours, there may be a sync issue. See the article on syncing problems.

Q: Can I republish an imported document?

A: No. To change an imported document, delete it from BrightBooks and republish from Dext.

Q: How do I unarchive a document?

A: In Dext, filter by Archived, find your document, and click Restore.