How to Add Items to Dext Prepare

There are several ways to add Costs, Sales & Bank items to your Dext Prepare account. 

Important Note: The Adding Documents flow is fully compatible with all web browsers except Internet Explorer 11, which is no longer officially supported by Microsoft. Internet Explorer users are encouraged to refer to this article for more information.


Costs Documents

To add a new Costs document:
1. Click the green + Add Documents button at the top of the page.

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The Add Documents panel will appear on the right hand side of your screen.

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2. Click on the Costs tab.

3. Select a Document Owner. If you’re using upload, fetch or dropbox and don’t want to assign a document owner (for example when uploading a rent expense for which the business itself would be the document owner), select ‘None’.

Note: The Document owner can be changed from the Item details page, once the document is uploaded and extracted.

4. Choose how you’d like to upload your documents:

Documents can also be uploaded by:

We can extract invoices or receipts into the Costs workspace using the following file formats:

  • JPG
  • PNG
  • GIF
  • BMP
  • TIFF
  • HTML
  • PDF*
  • DOC
  • DOCX
  • ODT
  • RTF

File size limits: 6MB for images; 100MB for ZIP archives.


Sales Documents

To add a new Sales document:

1. Click the green + Add Documents button at the top of the page.

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The Add Documents panel will appear on the right hand side of your screen.

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2. Click on the Sales tab.

3. Select a Document Owner.

Note: The Document owner can be changed from the Item details page, once the document is uploaded and extracted.

4. Choose how you’d like to upload your documents:


Bank Statements

Note: Before you upload a Bank Statement or connect to a Bank Feed, you first need to add a Bank Account.

To add a bank statement:

1. Click the green + Add Documents button at the top of the page.

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The Add Documents panel will appear on the right hand side of your screen.

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2. Click on the Bank tab.

3. Select a Bank Account.

4. Choose how you’d like to upload your bank statement:

  • Upload from computer.
  • Connect to bank via a Bank Feed.

What happens after I’ve added documents?

All submitted documents will then enter the data extraction process.

Items being processed can be seen by going to the In Processing workspace.

For more information on how long extraction takes see this article.