Document Management
37 articles
How to Merge Items
How to Unmerge Items
How to Recover a Deleted Item
How to Move Items Into or Out of the Archive
How to Use ‘To Review’ and ‘Ready’ to Organise Your Workspace
How to Transfer Items Between the Costs and Sales Inboxes
How to Split Items
How to Use ‘Notes’ in Dext Prepare
What Do ‘To Review’ and ‘Ready’ Mean?
ABN & GST Status Check for Accounts Connected to Xero
How to Publish Canadian Secondary Tax Rates on Sales Items to QuickBooks Online
How to Export the Correct Tax on Documents With Added Tips
How to View an Item’s History
How to Process Canadian Secondary Tax Rates on Cost Items
How to Use Projects in Dext Prepare
The Construction Industry Scheme (CIS) in Dext Prepare
How to Use Line Items
How to Publish Transactions into QuickBooks Desktop
How to Export Your Client List as a CSV File
How to Email Dext Prepare Data to an External Address
How to Export Your Data as a CSV File
How to Publish an Item
How to Download Your Items as PDF Images
How to Use Purchase Order Match
How To Use File Storage
Publishing Destinations
How to Re-publish an Item