Dext Prepare Erfahrungen

Vorteile

I can auto-forward bills and invoices I receive via email to Receipt Bank, the ones which are consistent, I can even auto-publish to my accounting software (XERO)

Nachteile

I'm in Canada and have a few bills I pay in US funds. Occasionally a receipt will spontaneously switch currencies for no apparent reason.

Vorteile

Capture expenses is really easy with Dext. As a team we use a combination of photos, for physical receipts, and emails where we just attach a PDF. Both methods work really well, and it takes away the pain of tracking expenses.

Nachteile

The accuracy for digitisation is excellent, however, it can be slow at times. To be honest though, I would rather it take a longer time to process and be accurate than being fast and inaccurate.

Vorteile

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

Nachteile

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.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Dext Prepare

Vorteile

The data extraction worked great and the ability to also automatically mark payments to bills is also a timesaver. The ability to post multicurrency bills is a great feature.

Nachteile

It took quite a while to have everything set up, sometimes the data extraction did not work for an unknown reason. Does not work for extracting data from bank statements.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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

Vorteile

The accuracy really is superb! It is amazingly how accurately it gets the information required from what is often messy, crumpled or poor quality receipts

Nachteile

The main criticism is that I need a totally separate account per business. Would be better to handle multiples from one login. Also seems bonkers to have to pay extra for more users, has no bearing on the required server time or functionality's...eg zero benefits to just sharing a login .so to charge for it seems wrong. Lastly, the GUI could be modernized slightly

Vorteile

Its a single location to store invoices and track expenses outside of the accounting software.

Nachteile

Importing expenses into quick books often times creates a new vendor. I then need to go in QBO and move it to the vendor.

Vorteile

the day to day logging of receipts and invoices is great

Nachteile

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

Vorteile

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.

Nachteile

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.

Vorteile

Receipt Bank is easy to track bills and receipts and useful to publish into accounting software. Also, Receipt Bank could assign different roles among users, which saves time for review and approval of reimbursable expenses. Last but not least, it keeps adding features like bank statement fetch, which creates efficiency for bank reconciliation.

Nachteile

If bills or receipts are denominated in foreign currency, the exchange rate used by Receipt Bank is different from that by Accounting Software. To have a consistent rate across the book, we have to manually refresh the bill date to have a consistent exchange rate.

Vorteile

This app saves so much time and messing about with recipes and invoices when you are doing accounts. It is very easy to use with the iPhone app, online and via email. Whenever I buy something I can just take a photo of the receipt in the app upload it and forget about it. I can also email receipts for online purchases directly to my receipt bank account.
The system then picks out all the information and passes to my accounts software (Xero) I don't have to worry about loosing receipts or searching for emailed invoices. It saves me loads of time and avoid boxes of receipts at the end of the year.

Nachteile

I don't really have any downsides to this product does what it says on the tin easy to use and reliable.

Vorteile

This software has streamlined the ways clients supply paperwork to my practice. Clients are generally happy with using it and it is very intuitive.

Nachteile

The pricing structure doesn't differentiate between different sizes of practice except for single users so the savings scale massively for larger companies.
Clients can be confused about submitting multiple invoices by email.
Doesn't split across classes/departments in basic product

Vorteile

A great tool to keep all invoices in one place, I hardly imagine how I could work if that soft would be not available for me.

Nachteile

The tool itself sometimes has issues reading excel files.

Vorteile

This software has a mobile app which is incredibly useful as you can just take pictures of the receipt while you're out and about so don't have to worry about keeping them safe. the app itself is simple to use, though could be fine-tuned. The accountants at receipt-bank are switched on and will follow-up with any outstanding or incomplete expenses, and answer any question you may have about the status of a particular expense very quickly.

Nachteile

In the app there are some unnecessary fields that you don't have to fill in, but they are named the same as one which you do, which was confusing at first, but now I am used to it. Also the accountants ask how you paid e.g. personal card / cash, or a company card etc, but there is no option for this so you have to remember to write it in the notes section, which is not an issues, but something to bear in mind to avoid hassle further down the line.
It is also worth noting that the expenses take a while to verify, so submit then and maybe check on it in a day or so rather than expecting it to accept it then and there.

Vorteile

This software is so helpful in clearing all the receipts/invoices/statements from my desk. I either photograph with my phone or attach from email and then I can shred or delete. I've gone from spending hours filing to minutes uploading. Awesome program!!

Nachteile

Sometimes it takes awhile for the invoices to be processed but I don't find that a big concern as I have plenty of other work to get on with.

Vorteile

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!

Nachteile

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.

Vorteile

WE like the extraction/invoice fetching ability
For the most part, the tax extraction is correct.

Nachteile

Customer service really lacking, often account manager are not responsive at all

Vorteile

The feature is easy to use as it allows more room on regulating the risks of investment

Nachteile

Its subminimal to small accounts as small account holders cannot much benefit from it

In Betracht gezogene Alternativen

Vorteile

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.

Nachteile

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

Vorteile

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

Nachteile

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

Vorteile

Ease in rectifying invoices and allows for good filtering to locate invoices

Nachteile

It does not always link with emails forwarded with attached invoices, which in turn does not link to Xero

Vorteile

Receipt Bank has allowed my team of five people to get their expense reports together in consistent way. We categorize them and submit them for approval. It has streamlined the way we do expense reports. The API integration with Xero is a big plus for us.

Nachteile

I don't have anything negative to say about receipt Bank.

Vorteile

Like the automation, keeping all receipts in one place, uploading is easy and usually does a great job with reading from the sometimes crumpled receipts.

Nachteile

It doesn't integrate with Quickbooks Desktop - they've told me it's coming though. Once that's in place I could be saving wayyyy more time.
Would also like to be able to see on the screen a field for payment method (visa or mc and last four digits of card), instead of only viewing it when the csv is created. Also, would like to be able to upload a job/customer from QBDT for job costing and classes, like the account/category upload.... but that might be too software specific...

Vorteile

it seemed user friendly, but I guess I was wrong

Nachteile

does not have major utility companies on board to fetch invoices