Dext how to guide

Dext How To Guide

Dext What is it?

Dext, formerly Receipt Bank, is a reliable software that relieves some of the pressure on business owners, and connects clients directly to their bookkeeper/accountant. Dext is a platform used to manage receipts, invoices, bills, and other important documents relating to your business’s finances.
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Dext have made the process unbelievably quick and simple so that you waste less time on paperwork and have more time to spend on the things that really matter.

You can capture and upload your receipts and bills from anywhere at any time, using a variety of methods:

  • Mobile phone camera
  • Documents on your PC
  • Email
  • Retrieving them directly from selected supplier websites

Dext How to Guide

We have put together a step by step guide for how to use Dext, if you have any questions please call or email to discuss.
More information on Dext Receipt Bank
Download the pdf for Dext How to Guide
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Dext Mobile Phone Users

  1. Open the Dext application
  2. Swipe left and right to view the different upload options
  3. Select ‘single’ to take a photo and submit it as a single document  OR

      Select ‘multi mode’ to upload multiple photos as separate documents  OR

      Select ‘combine mode’ to take multiple photos of larger documents between 2 and 30 pages

    1. Scroll through and assign the document to the relevant category (e.g. Repairs and maintenance)
    2. Submit
    dext add receipt on mobile phone
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    Dext Computer Users

    1. Go to www.dext.com and log in 
    2. Click ‘Add Documents’ at the top of the screen 

    3. Select ‘Costs’, ‘Sales’, or ‘Bank’ depending on the type of documents you’re uploading

    4. Assign a ‘Document Owner’ from the drop-down menu

    5. Select ‘One document per file’ if you have multiple files, and each file has only one transaction (PDF, JPG, PNG,  ZIP)  OR 

    Select ‘One document per page’ if you have a single file with multiple transactions spread across the pages. The file will be divided per page break, and each page will be considered as its own individual element (PDF only)

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    Dext Email Users

    1.  When you become a Dext customer, you will receive a personalised email address.
    2. You can email/forward documents to your Dext email address either in the body of the email, or as an attachment. Dext will identify the document, obtain it and submit it to the Dext inbox.
    3. You can submit invoices or receipts in any of the following formats: JPG, PNG, GIF, BMP, TIFF, PDF, .zip files with images, DOC, DOCX, ODT, and RTF.

    Once the document has been uploaded/received, Dext’s automated extraction engine will read and interpret key information, prefilling a large portion of the required data (e.g. document type and date, supplier, invoice number, total, currency, etc).

    An image of the document will also be attached, and subsequently stored for 10 years. This not only eliminates the need to file documents (or put them in the shoe box) but also ensures you are fully compliant in the event of an audit. Storage of these documents is fully secure and all online so you can access them at any time.

    Laura at Bizwize came in when we were really struggling after having one bad bookkeeper after another. Laura went over everything that we needed and

    Samantha

    We have found Sarah to be an exceptional operator. Our systems were a mess when we engaged her and she took on the challenge with

    Blythe Calnan

    Flick Realty has found Bizwize to be very efficient and knowledgeable regarding the account packages and bookkeeping services we require. The staff are friendly and

    Mike Wilding

    A group of knowledgeable friendly ladies, willing to answer and help with all areas of bookkeeping. What these ladies don’t know isn’t worth knowing.

    Lesley Jennings,
    Apple Financial Services

    Michelle is incredibly bubbly and energetic! Makes bookkeeping a breeze!

    Angad Singh

    Michelle has been incredible from the outset and has done everything she can in order to comply with us as a company and help us

    Kellie Renton
    INDEPENDENT ASSAY LABORATORIES

    We are very happy with Bizwize.
    We moved our accounts from MYOB to Xero and Michelle eased us through the transition.
    She gave

    Natalie Grubisa

    The team at Bizwize Business Solutions have played a part in supporting our Perth based clients and have gifted many hours of time and expertise

    Joy

    Michelle has gone above and beyond in helping us with the transition from Retail Manager to Lightspeed and then also from Myob to Xero. Having

    Chantal

    Michelle and the team are great bookkeepers and always helpful.

    Peter Zuccala

    Around July last year I visited the office of Bizwize to see how they operated as I needed to get my bookkeeping all done for

    Sharon E. Brown

    “I thought I could do it all… keep up with paperwork & accounts but that was not the case!! So I called in help from

    Joanne
    Winton Airconditioning

    Five star rating for my friends at Bizwize! Bizwize have been doing my accounts for the past 2 years and I couldn’t be happier. My

    Margaret Heaton

    We have been working with Laura and her team now for some 7 years. We have given the team a few curly tasks whereby the

    Vic Letizia

    I had been looking for a bookkeeper for a little while and then I met Laura and the team, I knew instantly that they would

    Matt Seeds

    We use Bizwize for all our bookkeeping needs. We have been so happy we have referred others to their services.

    Scott Thompson

    Michelle and her team are the best bookkeepers ever! Very professional and exceptional attention to detail. Thank you bizwize.

    Dr David Plichta
    The Reef Dental Centre

    “I can’t recommend the diligent and caring service that the Bizwize team provides highly enough. The work they do to keep my business on the

    Bernadette