How To Use Dext: Step-by-Step Guidelines in 2025

Got piles of receipts making you crazy?

Do you feel like managing money for your business is just too much?

Well, guess what?

There’s a tool called Dext that can make things way easier. 

This simple guide will show you how to use Dext step by easy step.

We’ll start right at the beginning and go through all the important stuff.

Ready to say goodbye to messy receipts? Let’s jump in!

Getting Started with Dext

Signing Up and Account Creation

• • Want to get started with Dext Prepare? First, you need to sign up—it’s like creating a new account for a game or website.
  • There are different ways you can pay to use Dext Prepare, kind of like different levels in a game with more cool stuff. These are called subscription plans, and in 2025, there are a few to choose from.
  • Think about what you need to prepare for—just keeping track of your own stuff? Or for a whole team? This will help you pick the right plan.
  • Once you pick a plan, you’ll set up your page in Dext Prepare. This is your profile, where your info lives.

Connecting Payment Methods and Bank Accounts

• • Why should you connect your bank and credit cards to Dext Prepare? It’s like permitting Dext. Prepare to see your money stuff so it can help you even better.
  • It’s pretty easy to link them. You follow the steps Dext Prepare shows you.
  • Sometimes, things don’t connect right away. The dext help center has answers for these little problems.
  • Is it safe to connect your bank stuff? Dext Prepare uses special ways to keep your information private and secure.

Navigating the Dext Prepare Place

• • When you log in, you’ll see the main screen, which is similar to Dext Prepare’s home page.
  • There are different sections, like where your receipts go first (Inbox), where you see all your spending (Expenses), and where you see the money coming in (Sales).
  • You can even move things around on this main screen to see what’s most important to you. This helps you get started with Dext Prepare in a way that makes sense to you.
  • If you’re ever stuck, the dext help center is like a guidebook. It has lots of info to help you figure things out. You can usually find a button that says “Help” or something similar. You can search for specific items or topics there.

Capturing and Processing Documents

Using the Mobile App for Receipt Capture

• • Want to use the mobile app to snap photos of your receipts? First, you need to download the Dext app on your phone—it’s like downloading a new game.
  • When you take a look at a receipt, try to take a look at it straight on and make sure the picture isn’t blurry. The app has tools to help it see the numbers and words clearly.
  • The app can even add all the parts of a long receipt if it has more than one page.
  • After you review the picture and decide it looks good, click a button to submit it. Now, Dext has your receipt!

Uploading Documents via Desktop

• • If your receipt or bill is already on your computer, you can upload it to the web app. Dext can read different kinds of files, like pictures and PDFs.
  • Follow the steps on the screen to choose the file and click upload. If it’s easier, you can even drag and drop it.
  • If you have a bunch of files, you can upload them all at once to save time.

Emailing Documents to Dext

• • Dext gives you a special email address just for you. When you get a bill in your email, you can forward it to this special address, and Dext will grab it.
  • Make sure the email has the bill as an attachment so Dext can extract the info.

Integrating with Other Apps

• • Do you use accounting software like QuickBooks or Xero? Dext can talk to these programs! This is called connecting your accounting software.
  • When you connect them, the information from your receipts in Dext can automatically be entered into your accounting software. This makes keeping track of your money much faster.
  • You usually need to click a button in Dext and follow the steps to connect.

Managing Sales Invoices with Dext

Creating Sales Invoices

• • Need to send a bill to someone? Dext can help you make professional-looking invoices.
  • You can even choose different looks for your invoices to match your business.
  • Just add the names of your customers, what they bought, how much it costs, and any taxes.
  • If you send the same bill to someone regularly, you can set up Dext to do it automatically.

Sending Invoices to Clients

• • You can email the invoices straight from Dext.
  • Or you can get a link to the invoice and send it to your client that way.
  • Dext will even show you if your client has opened and seen the invoice.

Recording Payments

• • When someone pays you, you can tell Dext that the invoice is paid.
  • If you’ve connected your bank account (like we talked about earlier), Dext might even be able to match the payment to the invoice for you.
  • What if someone only pays part of the bill? Dext can handle that, too.

Sales Reporting

• • Dext can show you reports on all the money coming into your business.
  • You can see who still owes you money and who has paid.
  • This can help you understand how your business is doing.

Leveraging Dext’s Advanced Features

Rules and Making Things Automatic

• • Dext has some smart rules you can set up. These rules tell Dext to do certain things with your documents automatically.
  • For example, if you always buy coffee from the same place, you can tell Dext to put those receipts in the “Coffee” category automatically. This saves you time because you don’t have to do it yourself every time.
  • These rules can really help you make Dext work even faster.

Keeping Track of Suppliers and Customers

• • In Dext, you can make lists of all the people you buy things from (suppliers) and all the people who buy from you (customers).
  • You can add their contact info and even how they like to pay.
  • Then, when you submit items like bills or invoices, you can link them to the right supplier or customer. This helps you see how much you’re spending with each supplier and how much each customer is buying.

Looking at Reports and Understanding Your Money

• • Dext can create different kinds of reports that show you where your money is going and coming from.
  • You can change these reports to see exactly the info you need.
  • Then, you can publish these reports or even save them as files to look at later.
  • By looking at these reports, you can get a better idea of how your business is doing financially.

Using Integrations to Connect with Other Tools

• • Remember how we talked about integration with accounting software? Dext can connect with other apps, too!
  • This means information can automatically move between Dext and these other tools, saving you from having to enter the same info in multiple places.

Staying Relevant

• • To ensure that Dext is as helpful as possible, keep your information relevant and up-to-date. Also, make sure you’re submitting your items correctly and reviewing the details.

Tips and Best Practices for Using Dext

Keeping Your Info Right

• • It’s super important to check the information Dext pulls from your receipts and bills to make sure it’s correct. Sometimes, computer brains aren’t perfect!
  • Try to get in the habit of checking your items regularly.

Keeping Things Tidy

• • Use Dext’s tags and note features to help you find things later. Think of tags as labels for your digital files.
  • Come up with a good way to put your expenses into categories so you can easily see where your money is going.

Using Connections to Work Faster

• • Remember how Dext can connect with other programs? If you use accounting software, make sure you’ve got that integration set up so the two systems will share information. This saves you from entering the same stuff twice. Your systems will share your chart of accounts, which is like a list of all your money categories.

Staying Up-to-Date

• • Dext sometimes adds new and cool features. Keep an eye out for updates so you don’t miss out on ways to make things even easier.
  • The dext help center has lots of article will guides about new stuff.

Keeping Your Account Safe

• • Just like with any online account, make sure you have a strong password for Dext.
  • Be careful about who you share your login info with.

Organizing Your Workspace

• • Take some time to organize your workspace so it makes sense to you. You can select the items you want to focus on and maybe even create different views.

Wrapping Up

So, there you have it!

Dext is a pretty handy tool for dealing with all those business papers. 

Following these simple steps can make keeping track of your money and sending bills much easier. 

Dext can help you get organized.

If you have a team, you can even work collaboratively in the same Dext space.

Ready to say goodbye to messy piles of accounts and documents?

Give Dext a try and see how much simpler things can be!

What are you hoping Dext will help you with the most?

Frequently Asked Questions