How to Edit, Publish and Export Items

This is a simple guide about how to perform these 3 basic actions within Dext Prepare. 

Viewing Your Items in Dext Prepare

To view your items:

  1. Navigate to the Costs Inbox.
  2. Click on any item to see more information about the purchase and an image of the supporting document.

Note: Information about the purchase has been automatically extracted by Dext Prepare. You can edit any of those fields.

Publishing Items to a Connected Accounting Software

If you’ve integrated your Dext Prepare account with another software, you can send submitted documents directly from the Inbox to a specified location in your accounting software.

To publish your item:

  1. Click into an item from the Costs Inbox.
  2. (Optional) Add or edit the Item Details.
  3. Select a Category.
  4. Choose where and how to publish the document using the Publish as and Publish to fields
  5. Click the green Publish button to publish the document.

We’ll keep a copy of the item in the Archive in case you ever need to find it again.


Exporting Your Documents to Download or Share

If you’re not integrated with an accounting software, you can export your items by:

  1. Navigating to the Costs Inbox.
  2. Selecting each of the items you’d like to export using the checkboxes on the left-hand side.
  3. Clicking Export.

Note: You’ll be able to choose whether you’d like to export those items as a CSV data file — great for uploading to other software or saving to a spreadsheet or export as a PDF image file — great for sharing with other people.