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.

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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.

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