How to set up and use Dext
Dext simplifies managing your receipts and invoices, making bookkeeping stress-free. This guide will help you set up the app and navigate its key functions.
Setting Up Dext
1. Activate Your Account
Check your email: Look for an invitation from Dext.
Create your password: Click the link in the email and set a password.
Confirm your account: Click “Create Account” to activate it.
2. Download the Dext App & Log in
Once your account is activated, you’ll be prompted to download the app. Follow the link and install it on your device.
Log into the app using your credentials.
Once logged in, you’ll be directed to the Costs Inbox. This is your home base in Dext. Setup is now complete!
Using the Dext App
Three Key Functions to Know:
You will be using this app to perform 3 things:
1. Uploading Receipts or Invoices
2. Responding to Paperwork Requests
3. Clarifying Paperwork Items
Lets go through each of these:
1. Uploading Receipts or Invoices
Whenever you make a purchase, it’s a good idea to upload the invoice immediately. Here’s how:
Go to the Costs Inbox.
Tap the green “+” button at the bottom centre of the screen.
Choose to either:
Take a photo of the invoice using your phone's camera.
Upload a file from your phone.
Then click submit. Thats all!
(Optionally if you want to help, you can slide up on the item details and leave a description)
2. Responding to Paperwork Requests
Clarum might request missing invoices for specific transactions. To respond:
Tap the notification when you receive it.
View the list of requests.
Select an item and choose to:
Take a photo of the paperwork.
Upload an existing file.
3. Clarifying Paperwork Items
Sometimes, we may need your help identifying or clarifying a transaction. Here’s what to do:
Tap the notification when you receive it.
You’ll see a chat-like experience where we’ve attached a message to the invoice.
Reply with the required information.
To view the item in question, tap the info button in the top-right corner.
Accessing Communications
Both paperwork requests and messages can be reach in one area:
From the Costs Inbox (or the main screen), tap the bell icon in the top-right corner.
Toggle between Messages (for clarifications) and Requests (for paperwork).
With these steps, managing your receipts and invoices through Dext will be straightforward and efficient. If you run into any issues, feel free to reach out to Clarum for support!
