Maximising efficiency with the Dext Sales Workspace
The Dext Sales Workspace is a powerful tool designed to simplify sales processes, enhance productivity, and foster growth. In this guide, we'll explore what the Dext Sales Workspace is, how it benefits accountants and businesses, how it works, and why you need it to stay ahead in the competitive world of sales.
Unlocking The Sales Workspace with Dext
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What is the Sales Workspace?
- The Dext Sales Workspace is a feature within the Dext platform designed to streamline the management of sales-related documents and invoices.
- It serves as a central hub where businesses and accountants can efficiently organise, process, and track financial documents issued to customers for payment.
- How the Dext Sales Workspace benefits accountants and businesses
- Improved Efficiency: Streamlined processes reduce manual effort and save time
- Enhanced Accuracy: Automation reduces the risk of errors in sales data
- Better Customer Relationships: Prompt payments and organised records foster trust
- Data-Driven Insights: Access to insights and trends for informed decision-making
- Seamless Integration: Works seamlessly with accounting software for real-time updates
- Customisable Reporting: Tailor reports to specific needs for better financial planning
How does the Dext Sales Workspace work
- Document Upload: Users upload sales-related documents.
- Automated Extraction: Dext extracts key data from documents.
- Categorization: Data is categorized and organized.
- Workflow: Documents move through sections: Inbox, Processing, Review, Ready, Archive.
- Status Tracking: Users track document status.
- Review and Export: Documents are reviewed, then published or exported.
- Integration: Syncs with accounting software for real-time updates.
- Customization: Users can customize workspace settings.
- Why you need the Dext Sales Workspace
- Efficiency: Save time and effort in managing sales documents.
- Accuracy: Reduce the risk of errors in sales data entry.
- Customer Trust: Prompt, organised payments foster better relationships.
- Informed Decisions: Access insights for strategic planning and growth.
- Seamless Integration: Keep accounting records up-to-date with real-time updates.
- Customisation: Tailor reports to specific needs for better financial management.
Connect Dext Prepare to your accounting software
Whether you're using Xero, QBO, Sage or another provider, Dext products connect seamlessly with the world's leading accounting software. Dext Prepare can help your business automate your everyday financial operations, giving your business the platform to grow.
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FAQs
Visit our Dext pricing page for small to medium businesses. If none of these plans fit your business, you can also email us at direct@dext.com.
Dext has three main products that can help you and your business. Dext Prepare for automated data extraction, Dext Precision for accountancy practice data insights and Dext Commerce to manage e-commerce sales data. Our tools help you deliver consistent, quality bookkeeping work and accounting services that are in line with compliance.
If your business is looking to save time spent on admin, whilst ensuring data accuracy, Dext Prepare is for you. Dext Prepare allows you to have an up to date, real-time view of your business spending via an easy to use app, without having to contact your accountant.
Dext Prepare is a pre-accounting software used to manage the receipts, invoices and other documents that businesses depend on to keep accurate, secure financial records. Our software enables you to easily import, export and publish relevant financial records across multiple devices and softwares. Whether it's a receipt, an invoice or a bank statement, upload it (using the Dext Mobile App / Email / Desktop / Invoice Fetch) and Dext will extract the data you need, then send it to your accounting software.
Dext's automation software accurately extracts data from supplier invoices, expenses, bank statements, sales invoices and digital sales. These are all captured, coded and sent to the accounting products you use.
Dext's automation software accurately extracts data from supplier invoices, expenses, bank statements, sales invoices and digital sales. These are all captured, coded and sent to the accounting products you use. Dext lets you simplify your invoice process by capturing and extracting data from your paper invoices, and publishing them straight to your accounting software. Dext also offers the Invoice Fetch feature, which automatically collects your bills and invoices from supplier websites. This means that you don’t have to spend time logging into websites, finding your documents and downloading them. Instead, we automatically check each of your authorised suppliers once a week and add any new documentation straight to the inbox.
Dext uses OCR (optical character recognition) and templating technology to extract written information from receipts, invoices and other financial documents. It presents visible data in an electronic and easy-to-manage format. Software known as OCR for receipts is utilized to convert scanned paper receipts into data that can be processed. This technology is paired with data extraction, which isolates essential details from each type of document.
Dext's automation software accurately extracts data from supplier invoices, expenses, bank statements, sales invoices and digital sales. These are all captured, coded and sent to the accounting products you use.
You can take out a trial of Dext Prepare without needing to provide any payment information up front. Start a free trial now!
