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HomeDext PrepareUsing Dext PrepareResources for ClientsHow to Use the Dext Mobile App
Using Dext Prepare

How to Use the Dext Mobile App

The Dext Prepare Mobile app is the quickest and easiest way to submit your receipts, invoices and other documents to Dext Prepare. 

There is an iOS version and an Android version of the Dext Mobile App.

How to Access the App

Your accountant or bookkeeper can send 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.

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2. Enter your password and click Create Account

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3. Follow the instructions to download the mobile app and sign-in to your account

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How To Submit Documents Using The Mobile App

1. Open the mobile app and sign-in using your Dext email address and password

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2. Go to the Costs or Sales inbox.
If you have not yet added any documents the inbox will be empty.

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3. Capture documents by tapping the green + button at the bottom of the screen. This will 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 50 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 50) 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.
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Multiple Mode is for when you have several documents that you would like to capture. You can take up to 50 photos of individual documents before submitting. Dext will then separate each photo into a separate item.

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Combine Mode is for when the information you need to capture is spread over several pages (up to a maximum of 50) 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.

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4. After capturing the image of your receipt, add any additional information to be included with your item before submission. Please note: 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.

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You can also submit PDF documents using the mobile app by:

  1. Navigate to your Files.
  2. Select the PDFs you wish to upload.
  3. Click on “Share“ > “Dext”

You can also add PDFs from your gallery by:

  1. Logging into your Dext Mobile App.
  2. Clicking the green add button and selecting the image icon in the bottom left corner to open your gallery.
  3. Select the PDF image from your gallery. 

Your files will then be uploaded to your account. 

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

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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

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How to Create an Expense Report using the Mobile App

To create an expense report, you’ll need to: 

  1. Log into the mobile app
  2. Select the items you’d like to add to the report by:
  • Pressing and hold on an item to see check boxes
  • Click the Checkmark button in the top right corner
  1. Click the three dots in the bottom corner and select Create expense report
  2. Enter the requested details for the report and click Create

How to create a new Expense Report in the Expense Report Space

You can now create expense reports in the mobile app before selecting the items you’d like to add to the report! To do this: 

  1. Log into the mobile app.
  2. Click the Expense Reports button.
  3. Click the green + button and select the items to add to the report using the check boxes.
  4. Click Create.
  5. Enter the details for the expense report and click Create. 

Note: If you don’t have any expense reports in your workspace, you can also click the Create button to select the items you’d like to add to the report. 

If you’d like to add items to an existing expense report, take a look at this article.