To all our clients using Dext Prepare—and anyone else looking to streamline their bookkeeping—we have some exciting news! We recently had a very productive call with our Dext account manager, Hannah, and she shared some fantastic insights that we believe are essential for getting the most out of the software.
Here are some of the most useful features that can help you save even more time.
1. Supplier Statement Reconciliation
Did you know Dext can help you reconcile your supplier statements? By uploading a supplier statement to Dext, the system will automatically match it against the invoices you have on file. This not only confirms everything is in order but also highlights any missing invoices, giving you a clear view of your outstanding payables.
2. Streamlined Expense Claims
The expense claims feature in Dext is a powerful tool that’s often underutilized. By giving your staff basic access to the Dext mobile app, they can simply take a photo of their receipts. You can then process and approve these claims directly within Dext, eliminating the need for paper trails and making the reimbursement process much more efficient.
3. Effortless Mileage Tracking
For businesses that need to track mileage for their staff, Dext offers a dedicated mileage function. Drivers can use the app to log the start and end of their journeys, and the details are automatically recorded, making it simple to calculate and process payments accurately.
4. Controlled Approval Workflows
In any business, there’s a need for a clear approval process. Dext’s approval workflow function allows you to empower your team to place orders while maintaining control. You can set up specific workflows to ensure that purchases are reviewed and approved by the right person, providing autonomy while managing expenditure levels.
5. Managing Supplier Aliases
We’ve all encountered variations in supplier names—whether it’s “Ltd” instead of “Limited” or a common abbreviation. Dext’s supplier alias function is a great solution. You can create aliases for your key suppliers so that any invoice, regardless of the slight name variation, is automatically categorized correctly. This prevents errors and keeps your data clean.
6. The Dext Extension for Your Browser
For even faster document processing, be sure to use the new Dext Extension for Chrome or Firefox. This browser extension allows you to simply drag and drop invoices directly from your email or browser into Dext, saving you the time of having to open the Dext application each time.
7. Expand Your Knowledge with Dext Certification
Finally, if you want to deepen your expertise, we highly recommend exploring Dext certification. It’s a fantastic way to expand your knowledge of the software and discover new ways to improve your processes. Dext also has many short, helpful videos on all the topics mentioned above. If you would like links to these resources, please don’t hesitate to reach out!We hope these tips help you get even more value from Dext Prepare and save you valuable time.