How to use Dext to Manage Receipts & Invoices
What is Dext (Receipt Bank)?
- Dext is a platform that helps you collect, organize, and store receipts, invoices, and related documents, so you can maintain clear financial records.
- It also makes it easier to keep documents organized in case of an audit.
- You can add all your team members as users in Dext to decentralized paperwork collection responsibility.
How to Submit Documents to Dext
It’s easy to submit documents to Dext. Just choose the submission method that works for you:
Mobile App
- Download the Dext app from the App Store or Google Play.
- Log in with your account details.
- Take photos of your receipts and submit them.
Email In
- Use your unique@dext.cc email address.
- Forward emails with invoices attached.
- Contact your accountant or bookkeeper if you don’t know your dedicated email address.
Direct Upload
- Scan receipts to PDF or JPG or PNG or IMAGE.
- Upload them to your Dext inbox on your Dext (web browser version).
- You can combine multiple pages in one file.
Invoice Fetch
- Login to Dext > Click on the “Add documents” button > scroll down and select “Connect to supplier” > click on “Invoice Fetch” > In the top right corner, click “Add connection” button
- Search you online supplier > select yourself as the user and click on “Connect”> enter your login detail details for that supplier website account, choose the historical date from which you want to fetch invoices, and click on “Connect” button > and wait for Dext to confirm the connection.
- Note: This feature only works with supported online suppliers, so not all your vendors may be available. Connecting as many as possible is still helpful.
- Heads-up: As this is a relatively new feature, connections may occasionally fail and require manual re-connection.
What Are the Benefits of Receipt Bank?
Save Time on Submissions
You will save time. Submitting documents by app or email takes seconds instead of mailing or delivering paper copies.
Eliminate Paper Records
You no longer have to keep paper records. All files are stored digitally and are easy to find with the search feature.
Access Files Anytime
Documents are held on the cloud, so you can access them anytime. Cloud storage is safer than paper, which can be lost or damaged.
Reduce the Risk of Lost Documents
Submitting documents right away means far less chance of losing them.
Save Money and Avoid Penalties
Lost receipts can mean missed tax claims or deductions, and not having documents when requested could lead to penalties.
Get Better, Faster Advice
Sharing up-to-date records helps your accountant or bookkeeper give you better, more timely advice.