New to Dext Prepare? Worry not: our Help Centre is filled with information and step-by-step guides to ensure your account is set-up correctly and you make the most out of Dext!
It’s always better to start with basics - this article will guide you through the process of:
Whether you use Xero, QuickBooks, Sage or another accounting software, Dext Prepare easily integrates and collaboratively works with it. Once connected, the two systems will share your chart of accounts and all documents will be extracted - so they can then be published with a format that matches your existing financial records.
You can connect your accounting software by:
For more details, read more about why it’s beneficial to link Dext to an accounting software and the list of integrations available, click here.
You can easily submit your items whilst logged in on the web app through your unique email-in address and on the go using the mobile app.
You can also connect to thousands of suppliers and automatically pull through your invoices using invoice fetch.
Once that’s done, you can start submitting your items by logging into the web app > clicking Add Documents > selecting one of the upload options available.
There are many ways you can submit items to Prepare. If you want to explore them in detail, take a look at the following info on direct uploads , emailing documents and using the mobile app.
Now you’ve submitted your documents to your account, let’s look at what to do next:
All documents will still be visible in Dext within the Archive section.
Did you know: You can set up Auto-Publishing for some of your regular suppliers so you know longer have to publish these manually?Take a look at this article to find out how.
Don’t have an accounting software to connect with? Export your documents instead by:
Do you have other team members in your business you’d like to give access to Prepare? Easily add them as a user to your account by:
Want to know more? Take a look at this article for more information on User Privileges.
You can create expense reports in Dext Prepare using the documents you’ve already submitted in the Cost Workspace by:
Your expense report will now be visible in the Expense Reports section of your account. Easy!
For more information on Expense Reports, take a look here.
Remember: you can find a lot more information on our Help Centre. If you need any technical support, our team is available 24 hours a day Monday-Friday. You can contact us via live and offline chat, email, social media or directly from your app.