Question 1

How can I access the application?

Accepted Answer

It’s easy! If you're a new customer, just download the Dext mobile app, register, and you're ready to go. For accountants or bookkeepers, you can invite your clients to use the Dext mobile app via text message.

Question 2

Can I sign up, activate, and pay for my account directly from the Dext app?

Accepted Answer

Small and medium-sized businesses can sign up for a Dext trial and paid plan directly within the mobile app. For accounting firms managing multiple clients can also use the mobile app, but can only sign up for a paid plan via the desktop version of Dext.

Question 3

If I sign up through the app, do I have access to the rest of the platform?

Accepted Answer

Yes. Regardless of how you sign up, you have access to Dext on desktop too.

Question 4

Can I connect directly with our accountants from the Dext app?

Accepted Answer

Integrations with accountant software like Xero or QuickBooks are currently accessible with your account credentials via desktop. We will be releasing this feature for the mobile app very soon. Stay tuned!

Question 5

If I am an accountant or bookkeeper,, can I send communications via the Dext mobile app to my clients?

Accepted Answer

Yes. Once you grant access to your client, you can send messages about a specific document or item requiring clarification. When a message is received, your client will see a notification in the Dext mobile app.

Question 6

What is receipt automation?

Accepted Answer

Receipt Automation refers to the use of technology to automatically capture, process, and manage receipts and related financial documents. This process minimises manual data entry and increases efficiency in financial record-keeping.

Question 7

How does receipt automation work?

Accepted Answer

Receipt Automation typically involves scanning or digitally capturing receipt information, using OCR (Optical Character Recognition) technology to extract data, and then integrating this data into accounting or expense management systems.

Question 8

What are the benefits of using receipt automation?

Accepted Answer

The primary benefits include time savings, reduced errors, improved compliance with financial regulations, enhanced data accuracy, and streamlined expense reporting and reimbursement processes.

Question 9

Is receipt automation secure?

Accepted Answer

Yes, the right Receipt Automation solution (such as Dext’s Receipt Scanner) will prioritise security, employing encryption, secure data storage, and compliance with data protection regulations to safeguard sensitive financial information.

Question 10

Can receipt automation integrate with existing accounting software?

Accepted Answer

The best Receipt Automation tools, like Dext, are designed to integrate seamlessly with popular accounting and financial management software, enhancing their functionality and data accuracy.

Question 11

Who can benefit from receipt automation?

Accepted Answer

Businesses of all sizes, accountants, bookkeepers and anyone else who needs to manage financial documents and receipts can benefit from Receipt Automation. It is particularly useful for finance departments and individuals who handle expense reporting.

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Dext mobile app FAQs

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