With Ahmed Magallanes Ishaque - Customer Education Specialist.
Use smart supplier rules to automatically set categories and publish paperwork as soon as it’s submitted.
With Dext, you can automatically set tax rates, currencies and categories according to suppliers to avoid costly errors – and to save valuable time when processing predictable paperwork.
With a clear view of due dates, you and your clients can stay well ahead of the game, and on top of paperwork.
Clients can keep tabs on paid and unpaid invoices in a glance. And even snap and upload receipts instantly via their smartphone.
Mark up an item as paid or unpaid in just one click. Dext Pay will then automatically file away your invoice. Tidy.
Match connects with your client’s business bank account and uses live cost data for rapid reconciliation. It saves you serious time on manual data entry and provides real-time cash flow insights for clients. It’s a godsend.
Your client needs to head to the ‘Bank transactions’ tab and click ‘Add bank data’. Once the account is connected, paperwork can be matched and a reconciliation report generated.
In the ‘Bank transactions’ tab, you can immediately identify missing paperwork by clicking ‘Filter’ and selecting ‘Unmatched’. You can then select the transactions you need paperwork for, and hit ‘Request’.
Prepare gives you up-to-the-minute data on your client’s cash flow. And with complete, accurate data, you can give even better advice and spend less time chasing paper.
For more than a decade we’ve backed accountants and bookkeepers to make better businesses. Today we start a new chapter with you.
Dext is the new name for our company. And Dext Prepare is the new name for Receipt Bank.