January App of the Month: Dext Prepare

We’re thrilled to spotlight Dext Prepare as our January App of the Month! This innovative tool has received overwhelmingly positive feedback from our clients and has become a bookkeeper’s dream. Seamlessly integrating with Xero and QuickBooks, Dext Prepare offers features that enhance efficiency, reduce bottlenecks and eliminates the need for hard-copy document storage.

Here’s why we love it:

📄 Effortless Document Upload

Upload documents via email, drag-and-drop, or the Dext mobile app - giving you a streamlined process to manage paperwork and focus on what really matters.

📊 Automated Data Entry

Once uploaded, Dext automatically extracts data from documents and rules can be set to auto-populate fields in your accounting software. Goodbye, manual data entry!

💡 New Features in Dext Prepare:

🚛 Supplier Statement Reconciliation

Upload supplier statements and Dext will search both Dext and your connected accounting software for matching documents. Missing documents? No problem - Dext helps you request them from suppliers, simplifying reconciliation.

🚗 Mileage Claims

Employees can now track mileage through the Dext mobile app and include it in their expense claims, making expense management even more convenient.

✅ Approvals Workflow

Purchase invoices can be approved directly in Dext Prepare before submission to accounting software. Set up automated approval flows to ensure transactions are reviewed and approved efficiently based on your criteria.

Dext Prepare continues to evolve, adding new features that save time, improve workflows and enhance productivity for businesses of all sizes.

A must-have for any business looking to streamline operations and save time. Dext Prepare gets our highest recommendation - it’s a game-changer!

Whether you’re already using Dext Prepare or would like to know more about how it can transform your bookkeeping processes, our Digital Services team is available to answer your questions and guide you through its features.  Contact us at js.digital@teamjs.co.uk.