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.
Set up a Dropbox connection
1. Navigate to Business Settings, then Connections and, under Cost connections, click Connect.
2. Go to the Dropbox tab and click the Enable Dropbox button.
3. Login to your Dropbox account, and allow the the access that Dext requires.
Once complete, the connection will be set up and a new folder will be created in your Dropbox account: Dropbox > Apps > Dext Prepare. (For older Dext accounts, this file may be named ‘Receipt Bank’).
Important: Do not rename or move this folder, or Dext will be unable to upload your items.
4. On the Dropbox connection page in Dext, once the connection is set up, click Setup folders. This will create Dropbox folders for each document owner in your Dext account.
Note: Each time you add a new colleague the folders list will need to be updated. To do this, click the Initialize missing folders button on the Dropbox connection page.
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.
Disconnect a Dropbox connection
1. Navigate to Business Settings, then Connections. Under Cost Connections, and next to 'Dropbox', click Manage.
2. On the Dropbox page, you can disable the connection to individual folders by clicking Disable next to the relevant folder, or disconnect from the dropbox connection entirely by clicking the Disable Dropbox Integration button.
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.