Dext Prepare Erfahrungen

I like that you don't need to keep your physical receipts, you simply take a photo of the receipt and upload it. Then you can categorize your expense from the software.

Sometimes it doesn't autopopulate the amount and taxes properly like some other software like Receipt Bank. I also think the interface is not as nice as Receipt Bank.

I have been using Receipt Bank alongside Xero for at least 5 years now and I have tried the alternatives but for me RB is the best! It is easy, accurate and intelligent. Its super simple app alongside the emailing in, drag & drop, dropbox link etc makes adding receipts and bills easy so you are more likely to capture more items. The OCR works well and learns (it is however worth keeping an aye on things as sometimes it can go awry!). The supplier rules work well, it has a great user interface and is simple to navigate. I know that they do line by line splits on some supplier invoices and I would like to see that get more accessible. Overall Receipt Bank saves so much time and I think that they are still developing more and more features. I have had clients that hate it and there are a few nuances that you should pay attention to at the start but once you have it works brilliantly!! I have tried Datamolino, Autoentry and Xero direct for the day to day receipts & invoices but have always come back to Receipt Bank.
Customer support has always been good, friendly and relatively speedy. I use Receipt Bank with all my clients - we insist upon it!

I would probably say the thing that comes up over again is the price (I argue that rather pay them that than me for data entry!) but maybe if there was a lower starting price? I would love to see a Bill to client button and the option to break an invoice into lines as a standard option.

Photo recognition is very accurate and customer service is helpful and existant.

Where do i start. The system is very clunky, looks great from the outside but there are better solutions out there especially for the price. Upload a reciept and approve it. Then wait 24 hours for it to enter your accounting software. Nightmare when your trying to reconcile.

Doesnt link with QB Projects so have to go into each reciept in QB and add project. This defeats the whole purpose of the app. Oh and you have to wait for it to push to QB.

This software makes bookkeeping very easy, even when on the go. The mobile app is perfect for tradespeople and those on the road.
The dashboard feature is particularly useful to us a bookkeeping business as we can monitor that activity level of our clients as well as ensuring the correct uploading of their documents.

We have found ourselves paying over the odds for this software on behalf of clients whose business sees peaks and troughs in terms of activity and so some months can be charged at a higher rate because they reflect the previous month's activity, despite little to know uploads taking place in the month following. We would much prefer to pay for the software on a credit system whereby we pay for what we use.

Dext ensures all of our invoices are connected to Quickbooks so we can keep track, and pay bills on time.
It is a pretty easy software to use with help instructions if needed.

Sometimes Dext has trouble finding amounts on uploaded invoices or categorizing the expense. However, this can all easily be entered manually.

It works! The OCR was very good at reading receipts and storing data in the right ledger code. Saved me lots of time

Tricky to set up, costly. Now there are other products with same functionality but cheaper

It can scan hand written receipts. Taxi receipts are a headache and we've put the system to the test, it's absolutely brilliant at recognising even the odd receipts.

We had a few cases where the receipts were coded with the wrong currency, instead of GBP we had AUD. You just need to make sure you review these receipts and make sure you spot such errors.

I have been using Receipt bank from last 2+ years, its a great tool to save time & a lot of data entry. My client are also happy to save time & cost due to using Receipt Bank.

In some case its mixes currency sign and user need to review receipt and verify currency to avoid later issues.

Absolutely love the way it can OCR, use rules I set up, and then export the data to QBO

Handling of taxes... while it reads the tax amount, we in BC have a challenge with it seperating our PST and GST amounts. (But the promise a fix is coming).

the day to day logging of receipts and invoices is great

the support or lack of support more like it, is horrendous! communication is terrible.

All you have to do is take a photo of receipts and bills, make use of the drag and drop feature and get them into an accounting system for easy and quick reference.

It saves you a good deal of time in accounting. With the OCR feature, you can easily get both the debit and credit card identified when receipts submitted show they have been used for payment. Moreover, you can find out the exact bank account for the debit/credit card used to ensure there's no error when making payment or tracking transactions.

Receipt Bank simplifies bookkeeping in that you can be out and about and still be able to get things into the system without any constraint. This is actually possible thanks to the mobile app that lets you work as normal even when you are on the go.

User-friendly and easy-to-navigate interface. The dashboard also simplifies bookkeeping and lets you gauge or track your customer's activity level from time to time.

It captures accurate info. Just snap a photo and relax. The rest will be handled by the tool.

Data mining may exhibit a bit of issues sometimes. So it should definitely be checked.

you can use it for free and very easy to use when extracting data that you require and it is a very good fit small businesses and you can do your work at home on your fone, laptop through your email and integrate when you are at work

It may be costly in the long run if amount of transactions increases with the growing of the business as the cost is related to amount of transactions that you undertake

NONE - Receipt Bank allowed fraudulent fishing invoices to be included as verified invoices on my account.

ReceiptBank allowed fraudulent invoices to be sent to my inbox and refused to acknowledge this as a security breach. There solution was for our company to change our e-mails.
The source of the invoice which appeared in my payment list was a fishing scam. ReceiptBank refused to make any security improvements on the platform. Avoid this platform at all costs as it is not secure and the company don't care.

We moved to Dext Prepare from a manual
System of printing invoices and submitting them. Now with Dext, everything is done online and it’s easier for accounting and employees alike.

For employees, some of the features are confusing. There are submit buttons and archive buttons that make it look like you should push them but really you don’t need to and it messes up the accountant if you do. As long as everyone knows this, it isn’t an issue but education is key.

the ocr technology is very good. i get my own free account

ZERO CUSTOMER SUPPORT.
SALES TEAM MISLEAD CAPABILITIES OF INTEGRATION TO QBD.
EXCESSIVE SET UP TIME.
NO ASSISTANCE TO HELP YOU GET YOUR CLIENTS SET UP AND RUNNING WITH THE APP.

I love how easy it is to use Receipt Bank! Simply taking a photo of my receipts has alleviated so much stress when it comes to month end and just the general brain space it takes to keep track of paper receipts.

I honestly don't have any complaints about the software.

It's easy to implement. The app is ok but a lot disappear into the ether when you look in the online site.

They overcharged us by £2,500 and have refused to refund us. Also, it doesn't remember a great deal of 'pre-saved' accounts selections. Also duplicates invoices.

ease of publishing receipts to accounting software

price is somewhat expensive for a yearly membership

Ease of use and I'm able to manage from my mobile device on the go.

I don't believe it accommodates classes in case you have difference locations you're tracking in GL.

My company started using this to keep us in compliance - and keep our accountant happy.
IT IS AWESOME! There are so many ways to upload receipts - it makes this extra step in our work day so much easier. You can scan and upload the receipt via their website. You can send it to a personalized email address to upload the receipt, you can use their app... it is fantastic. And our accountant is super happy with the results!

I can honestly say there isn't anything bad about this program. It stinks we have to take the extra time to be more diligent about our receipts, but the program really helps ease that hassle.

it seemed user friendly, but I guess I was wrong

does not have major utility companies on board to fetch invoices

Great price
Very easy to use
Customer Service is very responsive and knowledgable
Easy interface
Great mobile App
Reduces errors

Waiting for receipt bank to read invoices, it is very fast but would be even better if faster like everything :)

I liked the idea of this software. The fact that it uploads to QuickBooks and translates the image seemed positive . It does not allow you to add a duplicate entry which is great.

It can take a good amount of time for this software to do its job. There have been stacks of entries that disappeared. It is buggy.

Its so easy to use and i can use it on my mobile on the go. No more paper receipts all over the place, stored and filed for years to come and allows my accountant to reconcile from her end.

Nothing at all! If you are thinking about it! Stop thinking and get it!

Seamless upload of receipts/invoices
Intelligent handling and rendering of scanned/copied files
Big-time time-saver!
Makes creating and submitting expense reports very simple and quick

Moderate learning curb
Help tools are for admin side, not really applicable to user-end inquiries