Streamline document management with Customer Rules
Customer rules is a feature in Dext Prepare, which allows you to automate document handling for specific clients. By setting rules, you can automatically categorise and process documents according to predefined preferences, saving time and ensuring accuracy.
How can Customer Rules help your firm and clients?
Increase efficiency
Customer Rules automate document processing, saving time by categorising and handling documents from specific clients without manual intervention.
Guarantee accuracy
By setting up rules, you ensure consistent and accurate handling of financial documents.This reduces errors and maintains the integrity of financial records, benefiting both your firm and clients.
Client satisfaction
Efficient and accurate document processing leads to improved client satisfaction. Clients receive organised, timely, and error-free financial reports, enhancing their overall experience.
Scale up
As your firm grows, managing a larger client base becomes more challenging. Customer Rules enable you to scale your operations effectively without sacrificing the quality of document handling and processing.
Simple document management with Customer Rules
Optimise your document management processes, leading to enhanced accuracy, increased efficiency, and improved client satisfaction.
Automated categorisation
- Customer Rules automates the categorisation of documents from specific clients, reducing manual sorting and saving valuable time.
- Documents are automatically tagged with appropriate categories, ensuring consistent organisation.
Predefined Actions
- Set predefined actions for documents from certain clients, such as assigning expense categories or tax codes.
- This eliminates the need for repetitive manual tasks, enhancing efficiency and reducing the risk of errors
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!
