Expense reporting in Dext Prepare using your mobile or web

How do you prepare expenses in DEXT PREPARE?

1. Introducing Dext Prepare Expense Report – the Easy and Convenient Way to Manage Expenses

Do you hate the stress of expense management? Meet Dext Prepare Expense Report – the simple and easy way to manage your expenses hassle-free!

Using Dext’s website, keeping track of your company’s expenses is a breeze. Plus, with the Dext Prepare Expense Report mobile app, employees can snap a photo of their receipt and not have to worry about losing it. The best part? Automated disbursement means you’ll get reimbursed in no time.

Dext will save you time, prevent errors, and make expense management a piece of cake. Give it a try and see how convenient it is for yourself!

2. Overview of the Expense Report Features

Dext Prepare is a super cool tool that makes expense reporting easy, fast, and efficient. Here are some of the awesome features:

Snap photos of receipts with your phone or computer
Smart technology automatically categorizes expenses, so you don’t have to do it manually and make errors
Scan receipts using OCR technology to ensure accurate expense reports
Customize expense reports and save or send them however you want
Keep track of expenses from different countries and regions with multi-currency support
Create approval workflows, and make it easy for managers or other people to check and approve your reports
Seamlessly integrate with accounting software like Xero, QuickBooks, and Sage
Get insights into your expenses, so you can make better budget decisions

With Dext Prepare, you’ll be able to create expense reports without any hassle, saving you time and headaches.

3. How to Create and Submit an Expense Report

Click on the picture below to reveal a video how to produce it form already submitted receipts into the cost section.


Here are the steps to produce an expense report for already uploaded expenses in the Cost section of Dext Prepare:

  1. Log in to your Dext Prepare account and navigate to the “Costs” tab.
  2. Check the box next to each expense that you want to include in your report. You can select multiple expenses at once.
  3. Once you have selected all of the expenses you want to include in your report, click on the “Actions” drop-down menu and select “Create Report.”
  4. In the pop-up window, name your report and choose the currency and format options.
  5. Click on the “Create Report” button to generate your expense report. You can then download, print, or email the report as needed.


That’s it! With these simple steps, you can easily produce an expense report in Dext Prepare for your already uploaded expenses in the Cost section.


You can also use your mobile app in App Store or Google Play:

Click on the picture below to show you how it’s done on your DEXT APP

app how to produce expenses in dext

Here are the steps to upload expenses in the DEXT mobile app and send them for approval to your employer:

  1. Open the DEXT mobile app and log in to your account.
  2. Tap on the “Expenses” button at the bottom of the screen.
  1. Tap the “+” button in the top right corner of the screen to create a new expense report.
  1. Select the type of expense you want to add, such as “Receipt” or “Mileage.”
  1. Take a photo or upload an existing photo of your receipt or other documentation.
  1. Fill in the details for your expense, including the date, amount, and category.
  1. Once you have added all of your expenses, tap on the “Reports” button at the bottom of the screen.
  1. Tap on the expense report you just created to view it.
  1. To send the report for approval, tap on the “Send for Approval” button at the bottom of the screen.
  1. Choose the approver from your company’s list of approved approvers.
  1. Add any notes or comments for the approver, if needed.
  1. Tap on the “Send” button to send the expense report for approval.

That’s it! With these simple steps, you can easily upload expenses in the DEXT mobile app and send them for approval to your employer.


4. Benefits of Using Dext Prepare for Expense Reports

Have you ever had to sort through a bunch of receipts and invoices to make an expense report? It can be a real pain! But with Dext Prepare, you can make your life a whole lot easier. Here’s why:

Time savings: Instead of manually collecting and organizing all those receipts, Dext Prepare does it for you! That means less time and effort on your part.

Accuracy: Dext Prepare is super smart – it can read your receipts and invoices and figure out all the important details. That means a lot fewer mistakes in your expense reports.

Organization: No more searching for lost receipts! With Dext Prepare, everything is stored in one place, so you can find what you need quickly and easily.

Efficiency: Dext Prepare helps you put all your expenses in the right categories and generate reports faster. That means you’ll get paid back for your expenses sooner!

Compliance: Following the rules is important, and Dext Prepare can help you do that. It makes sure you’re following company and government policies, so you don’t get in trouble.

Accessibility: You can use Dext Prepare from anywhere with an internet connection, so you can keep track of your expenses even when you’re on the go.

Overall, Dext Prepare is a great tool to make expense reports easier and faster. Give it a try!

5. Tips for Maintaining Accurate and Up-to-Date Records

Upload receipts and other documentation promptly: It’s important to upload all receipts and other documentation as soon as possible after incurring an expense, while the details are still fresh in your mind.

Categorize expenses correctly: Make sure to categorize each expense accurately and consistently so that you can generate accurate reports and ensure compliance with company policies and tax regulations.

Use the mobile app: Take advantage of the Dext Prepare mobile app to quickly and easily upload photos of receipts and other documentation on the go.

Regularly review and reconcile expenses: Set aside time on a regular basis to review and reconcile your expenses in Dext Prepare, making sure that everything is accurate and up-to-date.

Utilize integrations: If your accounting software integrates with Dext Prepare, make sure to take advantage of this feature to streamline the process of transferring data between the two systems.

Keep track of mileage: If you’re tracking mileage expenses, make sure to enter the starting and ending odometer readings for each trip to ensure accurate reimbursement.

Assign categories to suppliers: You can assign specific categories to individual vendors in Dext Prepare, which can save time and ensure consistency in expense reporting.

6. Common Mistakes to Avoid when Submitting an Expense Report

When it comes to filling out your expense report, there are a few things to keep in mind. First, always remember to upload your receipts and other important documents right away. This helps make sure everything is correct and follows company and tax rules.

Another thing to watch out for is making sure you put expenses in the right category. That way, they’ll show up accurately on your reports and taxes.

If there’s anything special you want to say about an expense, be sure to add a note or comment to your report. This can help get it approved faster and with less hassle.

Before you turn in your report, take some time to review it. That way, you can catch any mistakes or problems before submitting it, which can prevent delays or issues with approvers.

It’s also important to turn in your expenses as soon as possible, so you don’t forget anything or lose any receipts. And always follow your company’s expense policy so you don’t get in trouble!

Last but not least, make sure the amounts you list for each expense are accurate. This will keep you from overcharging or undercharging.

By remembering these tips, you’ll be sure to have a great expense report in Dext Prepare that follows all the rules and is ready for approval and reimbursement.

And you are still stuck… you know where to find us.