Connecting your Dropbox account to Dext Prepare will create two new folders in your Dropbox account. Adding images of receipts or invoices to these folders will automatically upload them to the Dext Prepare Inbox.
Note: Dropbox functionality is only available for Business Plus and Premium Receipt Bank accounts, or Streamline and Optimize Partner accounts. Find out more about the different Dext Prepare products here.
To set up a Dropbox integration, select 'Connections' in the navigational sidebar, and then 'Costs'. Then select the 'Dropbox' tab along the top of the screen. In order to set up a Dropbox connection for Clients directly, please follow the instructions listed in this article.
Alternatively please click here to be taken directly to the Dropbox tab (subject to logging in to your Dext Prepare account).
Then, click the 'Enable Dropbox' button, and fill in your Dropbox login details.
This will create a new folder in your Dropbox account: Dropbox>Apps>Receipt Bank. Do not rename or move this folder, or Receipt Bank will be unable to upload your items.
Any image files of Receipts or Invoices that you add to this folder will automatically be extracted and presented in the Dext Prepare Costs inbox. Each file you add to the Dropbox folder will be treated as a single transaction. If you have an image file containing multiple transactions, consider using the Direct Upload submission method instead.
If you'd like to receive email notifications when Dropbox items are unable to upload, navigate to the My Profile, click My Details, and ensure that the 'Rejection' option is turned to ON in your Notification Email Settings.
In order to disable your integration, click on 'Connections', and then 'Costs' in the sidebar menu. Then along the top select the 'Dropbox' tab. Then, click on 'Disable Dropbox integration' to disconnect Dext Prepare from Dropbox.