Connecting your Dropbox account to Dext will create a ‘Dext’ folder in your Dropbox account. Adding images of costs or sales items to the ‘Receipt’, ‘Invoices’ & ‘Sales’ folders within this ‘Dext’ folder will automatically upload Costs & Sales items to the Dext Inbox.
Note: Each file you add to the Dropbox folders will be treated as a single transaction. If you have an image file containing multiple transactions, consider using the Direct Upload submission method instead.
How to:
To set up a Dropbox connection:
1. Navigate to BusinessSettings, then Connections and under Back up, click Connect.
2. Then select Dropbox and click Connect.
3. Then, click the ‘Enable Dropbox’ button, and fill in your Dropbox login details.
4. This will create a new folder in your Dropbox account: Dropbox>Apps>Dext.
(Do not rename or move this folder, or Dext will be unable to upload your items.)
For older Dext accounts, this file may be named ‘Receipt Bank’.
If you’d like to receive email notifications when Dropbox items are unable to upload, navigate to User Settings under your name in the top right corner and under Bookkeeping email notifications, ensure the On acknowledgement option is turned to Yes.
Note: Dext will start to automatically upload items 12 hours after the connection has been set up.
To disconnect a Dropbox connection:
1. Navigate to BusinessSettings, then Connections and under Back up, click Manage.
2. Then click Disconnect from the drop down list.
Submitting Costs & Sales items
Within the ‘Dext’ file in your Dropbox account, there will be three folders: ‘Receipts’, ‘Invoices’ and ‘Sales’.
To add a Costs document:
1. Upload an item to one of the ‘Receipts’ or ‘Invoices’ folders.
2. Any image files of Receipts or Invoices that you add to these folders will automatically be extracted and presented in the Dext ‘Costs’ inbox.
To add a Sales document:
1. Upload the item to the ‘Sales’ folder.
2. Any image files of sales documents that you add to these folders will automatically be extracted and presented in the Dext ‘Sales’ inbox.