Email-in is the easiest way to submit digital documents to Dext Prepare. Whenever you send a receipt or invoice to your Email-in address, it will automatically be extracted and added to the Costs Inbox.
Either Sales or Costs documents can be submitted, but the email address you use will slightly differ. Receipts, Invoices or other documents can be either:
- contained in the body of the email, or
- attached to the email
In either of these cases, Dext Prepare will detect the document, extract it and present it in the costs Inbox. Please note, that hyperlinks to items in the body of the email are unable to be extracted as the extraction process is designed as read-only.
You can submit invoices or receipts of the following file types: JPG, PNG, GIF, BMP, TIFF, PDF, .zip files with images, DOC, DOCX, ODT, and RTF.
NOTE: Every Dext Prepare user will have a new @dext.cc address that is identical to their Dext Prepare one (i.e. if your address was firstname.lastname@example.org it will now be email@example.com) but Dext Prepare will support your existing address for the next couple of years, and we will give you plenty of notice when we stop doing so. Changing one email-in address will automatically update the other.
Submitting single documents
Forward any email containing your Costs paperwork to your 'custom firstname.lastname@example.org' address. For Sales documents, forward your emails to your 'custom email@example.com' address.
Every Dext Prepare user has a unique, personalised, ‘@dext.cc’ address.
An Email-in Address is established when you first create your Dext Prepare account. You’ll be given the chance to specify an address (as long as it ends in @dext.cc). If you don’t create an Email-in address, we’ll automatically make one using your name and the name of your business. Yes, you can still submit documents to your @receiptbank.me email address?
You can view your Email-in address by clicking the green ‘Add Documents' button and in the Costs tab your email address can be found. Note that for Sales item uploads, you would use the Sales email address which follows the format: custom firstname.lastname@example.org.
You can change your Email-in Address from the ‘My Details’ section of the 'My Profile' menu. Enter your custom name in, and the system will automatically create your costs document email-in address and sales document email-in address to copy and use right away.
If you regularly receive receipts or invoices from suppliers through email, consider setting up an email-forwarding rule. This means that documents will be automatically sent on to Dext Prepare without you having to spend any time processing them.
Submitting a single PDF with multiple items.
If you have a PDF where each page is a separate costs invoice or receipt, then you can forward those to your personal multi-item email-in address by using the '@multiple.dext.cc' domain.
For example, a Partner called Gil Gunderson would forward their cost PDFs to email@example.com, and we would separate each page of the attachments into individual items and then add them to the inbox.
As with individual sales documents, you add a +sales after your custom name, before adding the @multiple.dext.cc domain to the end of the email address. So in Gil Gunderson's case, the email address to send single PDFs of multiple sales items would be firstname.lastname@example.org