The Dext Prepare Mobile app is the quickest and easiest way to submit your receipts, invoices and other documents to Dext Prepare.
There are two versions of the Dext Prepare Mobile App, one for Apple iPhone Users and one for phones using the Android operating system. To download the application the link to the Apple App Store is here and a link to the Android version is on the Google Play store here.
Your accountant or bookkeeper may have also sent you an invitation to use the Dext mobile app via text message. This makes the process nice and simple.
1. Click on the link within the text message
2. Enter your password and click Create Account
3. Follow the instructions to download the mobile app and sign-in to your account
How To Submit Documents Using The Mobile App
1. Open the mobile app and sign-in using your Dext email address and password
2. You will first see the inbox for your Costs items. If you have yet to add any documents the inbox will be empty. To start capturing your receipts and invoices tap the green Add Doc button at the bottom of the screen to open the camera
There are multiple camera modes on the Mobile App that allow any type of paper document to be captured easily.
Single Mode is for when you have one document to capture and the information is only on one page.
Multiple Mode is for when you have several documents that you would like to capture. You can take up to 30 photos of individual documents before submitting. Dext will then separate each photo into a separate item.
Combine Mode is for when the information you need to capture is spread over several pages (up to a maximum of 30) or you have a very long receipt and all the information will not fit in one picture frame. Dext will then combine your photos into one item.
After capturing the image of your receipt, you can add some contextual information to be included with your item before submission. You do not have to complete all the fields before submitting the item.
Category is where you can add the relevant tax code for the document.
Owned by is the person submitting the document. You can submit items on behalf of another user if you have the relevant user privileges.
Write your description here is where you can add any notes about the document.
Customer is where you can include if the receipt or invoice is for a particular customer.
How To Use The Mobile Messaging Feature
Your accountant or bookkeeper may send you a message about a particular document or item that needs clarification. When you receive a message you will see a notification appear in the Dext mobile app next to the bell icon and next to the item in question.
Click on the notification to open the Communications screen and then tap the message to open
Type your reply in the message box and then tap the green send button and the message will be sent to the Dext account of your accountant or bookkeeper