Use Fetch to automatically collect your bills and invoices from supplier websites.
This means that you don’t have to spend any more time logging into websites, finding your documents and downloading them. Instead, Dext Prepare will automatically check each of your authorised suppliers once a week and add any new documentation straight to the inbox.
- How to set up a Fetch connection
- How to Fix ‘Incorrect log-in credentials‘ Error
- Managing a Request from your Accountant or Bookkeeper to Connect to a Supplier
How to Set up a Fetch connection
Video:
Steps:
- Click Connections in the sidebar menu and select Costs
- On the Fetch connection page click the Connect button.
- Find the supplier and click the Connect button.
- Select a document owner for all items that will be collected, then click Connect.
- Next, use the login details for the supplier portal to authenticate the connection. Select whether to import all historical documents hosted on the supplier portal, or the date range that you select. When ready click Connect to start the connection process.
- Follow the steps provided until the connection is complete.
Once successful, you will return to the Connections page with the status ‘Login Successful.’ Use this screen to edit any of the details associated with a connection, or delete it.
After the initial set up, Fetch will collect any documents already present in the supplier portal and post them to the client’s inbox within 48 hours. Following that, Dext Prepare will check for and download any new documentation from the portal on a weekly basis.
Occasionally your Fetch connection can be disrupted (e.g. if you change your password or set up 2-factor authorisation). If this occurs, a user will receive an email and a warning message will be clearly displayed in the ‘Connected Suppliers’ page with instructions on how to resolve the issue.
How to Fix ‘Incorrect log-in credentials‘ Error
This error occurs when setting-up a fetch connection and making a mistake during the process.
The log-in credentials for the supplier portal need to be exactly the same when entering them on Dext Prepare.
Common mistakes include:
- Selecting the wrong URL – There are suppliers that have different websites for different regions for example amazon.co.uk and amazon.de. There are also supplier portals that have different links for Personal Accounts and Business Accounts for example home.bt.com and business.bt.com.
- Wrong username – Please check whether the supplier portal is using a username (e.g user123456) or an email address (e.g user123456@mail.com). Also usernames are case sensitive so be aware of automatic capitalisation (e.g User@email.com instead of user@email.com)
- Wrong password – Passwords are case sensitive and also have issues with spacing. Ensure the password does not have any extra spaces before and after entering the information.
- Using Single Sign On (SSO) – If using SSO for any supplier portal this requires a different connection to be established in order to utilise the SSO. Either use an email and password to log-in or request a fetch connection for your desired supplier portal and SSO method.
Managing a Request from your Accountant or Bookkeeper to Connect to a Supplier
Your accountant or bookkeeper may also try to set up a Fetch connection for you and send you a request to enter you log-in information for that supplier.
To respond to the request:
- You will receive an email from your accountant or bookkeeper with the request and you will need to click on the Connect to ‘supplier’ button in the email and log-in to Dext Prepare to see the request.
- On the Invoice fetch page, click the Add connection button next to the supplier.
- Select the document owner for all items that will be collected, then click Connect.
- To set up the connection, enter your log-in credentials exactly as you would do to log-in to the supplier website directly.Select a date to collect items from or entire history, and any other requested information. When ready, click Connect.
- Follow the steps provided until the connection is complete.
Once successful, an email will be sent to your accountant or bookkeeper to confirm the Fetch connection to the supplier.