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DEXT - LOGIN
Receipt Bank is now Dext Prepare, part of Dext. You can use Dext Prepare in the same way as Receipt Bank, with the same login details.DEXT - LOGIN
Say goodbye to storing paperwork and entering data. Get easy, secure storage for receipts, bills and invoices. You can capture and categorise your finances on the go, and connect seamlessly with your accounting software. DEXT - LOGINTRANSLATE THIS PAGE Vous pouvez utiliser Dext de la même manière que Receipt Bank, avec vos identifiants habituels. HOW TO TRANSFER A BUSINESS' DEXT PREPARE SUBSCRIPTION TO A Dext Prepare account can be paid for by two different people: The business that owns the Dext Prepare account An Accountant or Bookkeeper that has access to the business' account By default, De FREE TRIAL OF DEXT PREPARE BUSINESS PLUS Updated. Sign up to a free 14-day trial of Dext Prepare Business Plus, and check out the advanced features that can help keep your company's financial data secure, accurate and organised. Note: this free trial is for Dext Prepare Business Plus accounts. If you'd like to learn more about our products designed for accountants and bookkeepersEXPENSE REPORTS
Information on the Expense Reports features. How to create an Expense Report. How to edit an Expense Report. How to publish, export or share an Expense Report. How to delete an Expense Report. What are 'Advanced Expense Reports'? Expense Approvers and Effortless Expense Reports. How to remove the 'Expense Report' suffix from Staff Expense Reports.DEXT - LOGIN
Receipt Bank is now Dext Prepare, part of Dext. You can use Dext Prepare in the same way as Receipt Bank, with the same login details.DEXT - LOGIN
Say goodbye to storing paperwork and entering data. Get easy, secure storage for receipts, bills and invoices. You can capture and categorise your finances on the go, and connect seamlessly with your accounting software. DEXT - LOGINTRANSLATE THIS PAGE Vous pouvez utiliser Dext de la même manière que Receipt Bank, avec vos identifiants habituels. HOW TO TRANSFER A BUSINESS' DEXT PREPARE SUBSCRIPTION TO A Dext Prepare account can be paid for by two different people: The business that owns the Dext Prepare account An Accountant or Bookkeeper that has access to the business' account By default, De FREE TRIAL OF DEXT PREPARE BUSINESS PLUS Updated. Sign up to a free 14-day trial of Dext Prepare Business Plus, and check out the advanced features that can help keep your company's financial data secure, accurate and organised. Note: this free trial is for Dext Prepare Business Plus accounts. If you'd like to learn more about our products designed for accountants and bookkeepersEXPENSE REPORTS
Information on the Expense Reports features. How to create an Expense Report. How to edit an Expense Report. How to publish, export or share an Expense Report. How to delete an Expense Report. What are 'Advanced Expense Reports'? Expense Approvers and Effortless Expense Reports. How to remove the 'Expense Report' suffix from Staff Expense Reports. HOW TO CONTACT OUR SUPPORT TEAM Help Centre. Click on the 'Support' button in the bottom-right of the Help Centre page. Enter your query into the search bar. 3. Click on the 'Live Chat' or 'Leave a Message' button. 4. Fill in your details and and your message and click 'Start chat' or 'Send message'. HOW TO EDIT, PUBLISH AND EXPORT ITEMS There are 2 ways of moving items on Dext Prepare to other software: 1. Publish straight to the software. 2. Export to CSV or PDF. 1. Publishing. If you have integrated your Dext Prepare account with another software, you'll see a green 'Publish' button next to each item. Click this, and it will be sent to the integrated software. HOW TO USE THE MOBILE APP TO UPLOAD PAPERWORK The Dext Mobile app is the quickest and easiest way to submit physical, paper receipts, invoices and other documentation to Dext Prepare. There is an iOS version and an Android version of the Dext Mobile App. Submitting items through the mobile app is simple: Open the mobile app. Take a picture of your receipt. Review. Press‘Submit’ or
HOW TO PROCESS YOUR SALES INVOICES If you are already in the Sales workspace then the side panel will open on the Sales tab. Otherwise click onto the Sales tab and select the document owner. For direct upload chose whether the Sales documents are made up of one document per file or one document per page of a file. And then simply select your files to add or drag anddrop onto
WHAT IS A PAYMENT METHOD? A Payment Method is an indication of what was used to purchase an item. Examples of Payment Methods include Company Credit Cards, Personal Credit Cards and Petty Cash. These can be used to identify transactions paid for in a specific way. Note: this functionality is available for Business Plus and Business Premium Accounts, and forStreamline
HOW TO MERGE YOUR DEXT PREPARE AND DEXT PRECISION ACCOUNTS Please note: This tool is only available for accountant and bookkeeper partners who have both a Dext Prepare and Dext Precision account, and purchased their subscription before February 23rd 2021. HOW TO USE PURCHASE ORDER MATCH To use Purchase Order Match complete the following steps: Click on the item in the Costs workspace that has an existing Purchase Order and enter the item details screen. If the supplier is not present on the invoice then, either search for or enter the correct supplier. If the supplier is present on the invoice, then this will be extracted HOW TO SET UP A FETCH CONNECTION How to set up a Fetch connection: Click Connections in the sidebar menu and select either Costs or Bank: Click Add Connection Select one of the suppliers recommended by Dext Prepare, or: Click Full List and use the search bar to locate suppliers and banks to connect to Fetch (or browse our full list of supported suppliers ). Use the login THE 'SYSTEM SETTINGS' PAGE The 'System Settings' page. The Account Settings are now found in the Left Navigation panel and can be found under the Manage menu. This is where you can make changes to your Connections, My Profile, My Team and My Clients. These settings are used to tailor the way your Dext Prepare account works, help you manage your team and your clients HOW TO INTEGRATE DEXT PREPARE WITH SAGE 50 USING DEXT 1. Select the account that you wish to connect and click on the green Integrate button. 2. Select the Sage 50 application from the list of available applications and click OK. 3. Click the Select Company button and browse to find the folder of the Sage 50 company that you want to integrate and then click Next. 4.DEXT - LOGIN
Receipt Bank is now Dext Prepare, part of Dext. You can use Dext Prepare in the same way as Receipt Bank, with the same login details.DEXT - LOGIN
Say goodbye to storing paperwork and entering data. Get easy, secure storage for receipts, bills and invoices. You can capture and categorise your finances on the go, and connect seamlessly with your accounting software. DEXT - LOGINTRANSLATE THIS PAGE Vous pouvez utiliser Dext de la même manière que Receipt Bank, avec vos identifiants habituels.EXPENSE REPORTS
Information on the Expense Reports features. How to create an Expense Report. How to edit an Expense Report. How to publish, export or share an Expense Report. How to delete an Expense Report. What are 'Advanced Expense Reports'? Expense Approvers and Effortless Expense Reports. How to remove the 'Expense Report' suffix from Staff Expense Reports. HOW TO TRANSFER A BUSINESS' DEXT PREPARE SUBSCRIPTION TO A Dext Prepare account can be paid for by two different people: The business that owns the Dext Prepare account An Accountant or Bookkeeper that has access to the business' account By default, De HOW TO ADD MULTIPLE ITEMS TO DEXT PREPARE Upload. Click ‘Add Documents' and then into the 'Costs' tab. Select the person who owns the documents using the ‘Owner’ dropdown. Choose how the file (s) you’re uploading are formatted. One document per file (PDF, JPG, PNG, ZIP) Use this option if you have multiple files, and each of the files shows only one transaction.DEXT - LOGIN
Receipt Bank is now Dext Prepare, part of Dext. You can use Dext Prepare in the same way as Receipt Bank, with the same login details.DEXT - LOGIN
Say goodbye to storing paperwork and entering data. Get easy, secure storage for receipts, bills and invoices. You can capture and categorise your finances on the go, and connect seamlessly with your accounting software. DEXT - LOGINTRANSLATE THIS PAGE Vous pouvez utiliser Dext de la même manière que Receipt Bank, avec vos identifiants habituels.EXPENSE REPORTS
Information on the Expense Reports features. How to create an Expense Report. How to edit an Expense Report. How to publish, export or share an Expense Report. How to delete an Expense Report. What are 'Advanced Expense Reports'? Expense Approvers and Effortless Expense Reports. How to remove the 'Expense Report' suffix from Staff Expense Reports. HOW TO TRANSFER A BUSINESS' DEXT PREPARE SUBSCRIPTION TO A Dext Prepare account can be paid for by two different people: The business that owns the Dext Prepare account An Accountant or Bookkeeper that has access to the business' account By default, De HOW TO ADD MULTIPLE ITEMS TO DEXT PREPARE Upload. Click ‘Add Documents' and then into the 'Costs' tab. Select the person who owns the documents using the ‘Owner’ dropdown. Choose how the file (s) you’re uploading are formatted. One document per file (PDF, JPG, PNG, ZIP) Use this option if you have multiple files, and each of the files shows only one transaction.WELCOME TO DEXT
Dext is the go-to, multi-product platform for accountants and bookkeepers. You can use Dext in the same way, with the same login details, but from today you’ll start to see new features in your product. First up, Dext Prepare (formerly Receipt Bank). It helps you prepare client accounts, make bookkeeping profitable, and free up yourbest
HOW TO CONTACT OUR SUPPORT TEAM Help Centre. Click on the 'Support' button in the bottom-right of the Help Centre page. Enter your query into the search bar. 3. Click on the 'Live Chat' or 'Leave a Message' button. 4. Fill in your details and and your message and click 'Start chat' or 'Send message'. HOW TO MANUALLY SUBMIT MILEAGE TO DEXT PREPARE In order to manually submit your mileage to Dext Prepare you can use any of the templates attached below. You will need to enter the following information: Vehicle Registration. Travel Date. Reason for Travel. Distance (in miles or kilometres) Rate (per mile or kilometre) Total amount. The pdf template is available in Miles or Kilometres. HOW TO USE THE MOBILE APP TO UPLOAD PAPERWORK The Dext Mobile app is the quickest and easiest way to submit physical, paper receipts, invoices and other documentation to Dext Prepare. There is an iOS version and an Android version of the Dext Mobile App. Submitting items through the mobile app is simple: Open the mobile app. Take a picture of your receipt. Review. Press‘Submit’ or
HOW TO USE SUPPLIER AND CUSTOMER RULES To set a rule: Navigate to the Item Details page for a document from the supplier or customer. Click 'Set supplier rules' or 'Set customer rules' based on relevance. Fill in details for each field that you'd like to automate. Click 'Close'. Your fields will save automatically. Alternatively navigate to the Suppliers list to view, set and manage XERO PUBLISHING ERROR MESSAGES Related articles. The TaxType code ### cannot be used with this account code; How to re-integrate after an integration expires; You have reached the limit of invoices you can approve! HOW TO SET UP A FETCH CONNECTION How to set up a Fetch connection: Click Connections in the sidebar menu and select either Costs or Bank: Click Add Connection Select one of the suppliers recommended by Dext Prepare, or: Click Full List and use the search bar to locate suppliers and banks to connect to Fetch (or browse our full list of supported suppliers ). Use the login THE 'SYSTEM SETTINGS' PAGE The 'System Settings' page. The Account Settings are now found in the Left Navigation panel and can be found under the Manage menu. This is where you can make changes to your Connections, My Profile, My Team and My Clients. These settings are used to tailor the way your Dext Prepare account works, help you manage your team and your clients HOW TO USE PURCHASE ORDER MATCH To use Purchase Order Match complete the following steps: Click on the item in the Costs workspace that has an existing Purchase Order and enter the item details screen. If the supplier is not present on the invoice then, either search for or enter the correct supplier. If the supplier is present on the invoice, then this will be extracted HOW TO INTEGRATE WITH XERO 1. Navigate to the Connections section of the menu. 2. Click on Integrations. 3. Click the green Choose Software button. Follow the on-screen instructions. These will instruct you to log in to your Xero account to complete the integration. Your Chart of Accounts from Xero will be imported into Dext Prepare and can be found on the CategoriesDEXT - LOGIN
Receipt Bank is now Dext Prepare, part of Dext. You can use Dext Prepare in the same way as Receipt Bank, with the same login details.DEXT - LOGIN
Say goodbye to storing paperwork and entering data. Get easy, secure storage for receipts, bills and invoices. You can capture and categorise your finances on the go, and connect seamlessly with your accounting software. HOW TO TRANSFER A BUSINESS' DEXT PREPARE SUBSCRIPTION TO A Dext Prepare account can be paid for by two different people: The business that owns the Dext Prepare account An Accountant or Bookkeeper that has access to the business' account By default, De FREE TRIAL OF DEXT PREPARE BUSINESS PLUS Updated. Sign up to a free 14-day trial of Dext Prepare Business Plus, and check out the advanced features that can help keep your company's financial data secure, accurate and organised. Note: this free trial is for Dext Prepare Business Plus accounts. If you'd like to learn more about our products designed for accountants and bookkeepers HOW TO MANUALLY SUBMIT MILEAGE TO DEXT PREPARE In order to manually submit your mileage to Dext Prepare you can use any of the templates attached below. You will need to enter the following information: Vehicle Registration. Travel Date. Reason for Travel. Distance (in miles or kilometres) Rate (per mile or kilometre) Total amount. The pdf template is available in Miles or Kilometres. HOW TO CONTACT OUR SUPPORT TEAM Help Centre. Click on the 'Support' button in the bottom-right of the Help Centre page. Enter your query into the search bar. 3. Click on the 'Live Chat' or 'Leave a Message' button. 4. Fill in your details and and your message and click 'Start chat' or 'Send message'.DEXT - LOGIN
Receipt Bank is now Dext Prepare, part of Dext. You can use Dext Prepare in the same way as Receipt Bank, with the same login details.DEXT - LOGIN
Say goodbye to storing paperwork and entering data. Get easy, secure storage for receipts, bills and invoices. You can capture and categorise your finances on the go, and connect seamlessly with your accounting software. HOW TO TRANSFER A BUSINESS' DEXT PREPARE SUBSCRIPTION TO A Dext Prepare account can be paid for by two different people: The business that owns the Dext Prepare account An Accountant or Bookkeeper that has access to the business' account By default, De FREE TRIAL OF DEXT PREPARE BUSINESS PLUS Updated. Sign up to a free 14-day trial of Dext Prepare Business Plus, and check out the advanced features that can help keep your company's financial data secure, accurate and organised. Note: this free trial is for Dext Prepare Business Plus accounts. If you'd like to learn more about our products designed for accountants and bookkeepers HOW TO MANUALLY SUBMIT MILEAGE TO DEXT PREPARE In order to manually submit your mileage to Dext Prepare you can use any of the templates attached below. You will need to enter the following information: Vehicle Registration. Travel Date. Reason for Travel. Distance (in miles or kilometres) Rate (per mile or kilometre) Total amount. The pdf template is available in Miles or Kilometres. HOW TO CONTACT OUR SUPPORT TEAM Help Centre. Click on the 'Support' button in the bottom-right of the Help Centre page. Enter your query into the search bar. 3. Click on the 'Live Chat' or 'Leave a Message' button. 4. Fill in your details and and your message and click 'Start chat' or 'Send message'. DEXT - LOGINTRANSLATE THIS PAGE Vous pouvez utiliser Dext de la même manière que Receipt Bank, avec vos identifiants habituels. HOW TO USE THE MOBILE APP TO UPLOAD PAPERWORK The Dext Mobile app is the quickest and easiest way to submit physical, paper receipts, invoices and other documentation to Dext Prepare. There is an iOS version and an Android version of the Dext Mobile App. Submitting items through the mobile app is simple: Open the mobile app. Take a picture of your receipt. Review. Press‘Submit’ or
HOW TO EDIT, PUBLISH AND EXPORT ITEMS There are 2 ways of moving items on Dext Prepare to other software: 1. Publish straight to the software. 2. Export to CSV or PDF. 1. Publishing. If you have integrated your Dext Prepare account with another software, you'll see a green 'Publish' button next to each item. Click this, and it will be sent to the integrated software. HOW TO ADD MULTIPLE ITEMS TO DEXT PREPARE Upload. Click ‘Add Documents' and then into the 'Costs' tab. Select the person who owns the documents using the ‘Owner’ dropdown. Choose how the file (s) you’re uploading are formatted. One document per file (PDF, JPG, PNG, ZIP) Use this option if you have multiple files, and each of the files shows only one transaction. WHAT IS A PAYMENT METHOD? A Payment Method is an indication of what was used to purchase an item. Examples of Payment Methods include Company Credit Cards, Personal Credit Cards and Petty Cash. These can be used to identify transactions paid for in a specific way. Note: this functionality is available for Business Plus and Business Premium Accounts, and forStreamline
HOW TO CONNECT DEXT PREPARE TO A BANK FEED How to connect Dext Prepare to a Bank Feed. 1. On the main menu bar to the left of the screen, click on Connections, and then Bank Data. 2. Then, on the Bank Feed tab, click the green Add a Bank Feed button to add your first bank feed. 3. Read and accept the Terms and Conditionsto continue. 4.
XERO PUBLISHING ERROR MESSAGES Related articles. The TaxType code ### cannot be used with this account code; How to re-integrate after an integration expires; You have reached the limit of invoices you can approve! HOW TO SET UP A FETCH CONNECTION How to set up a Fetch connection: Click Connections in the sidebar menu and select either Costs or Bank: Click Add Connection Select one of the suppliers recommended by Dext Prepare, or: Click Full List and use the search bar to locate suppliers and banks to connect to Fetch (or browse our full list of supported suppliers ). Use the login THE 'SYSTEM SETTINGS' PAGE The 'System Settings' page. The Account Settings are now found in the Left Navigation panel and can be found under the Manage menu. This is where you can make changes to your Connections, My Profile, My Team and My Clients. These settings are used to tailor the way your Dext Prepare account works, help you manage your team and your clients RECEIPT BANK'S EURUKO 2016 CODE CHALLENGES Haiku generator Haiku generator. A legend says that a Dutch engineer read a Japaneese hauki and got very impressed with it. He was so mesmerized that he wanted to surprise the love of his heart, a Bulgarian immigrant, with a haiku every day. You are on the US site. COUNTRY: US UK FR US ZA AU CA EU SG Close Country Selector Receipt BankBook a demo
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Provide the best experience, working with clients in real-time as their trusted adviser. TOOLS TO TRANSFORM YOUR PRACTICE With Receipt Bank you spend less time on manual tasks and more time adding value for your clients. WORLD CLASS DATA EXTRACTION We scan the key details from documents with the highest accuracy ofany cloud app.
INSTANT RECEIPT CAPTURE Your clients can send you paperwork in a way that suits them, via app, email, post and more. FOREIGN CURRENCY SUPPORT Foreign suppliers or business on the move? We convert transactions to your chosen currency. AUTOMATED SUBMISSION REMINDERS We send regular reminders to your clients’ phones to help them keep on top of their expenses. SECURE CLOUD STORAGE All images and extracted data are stored securely and compliantly inthe cloud.
FLEXIBLE DATA EXPORT Export clients’ data to CSV, PDF or publish to their cloud platform, with image attached. INSTANT RECEIPT SCANNING WITH OUR MOBILE APP Your clients can stay up to date with one tap. They just snap the receipt, and we extract the data. All you need to do is review and publish to your software. Download the App Now INTEGRATES SEAMLESSLY Receipt Bank integrates seamlessly with the leading accounting, payroll and payment software, so you can build an end-to-end solutionto suit any client.
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