Dext Prepare is a third-party tool designed to help you track and organize your business details efficiently. It extracts data from images of receipts, invoices, and payments, and formats this data into customer or supplier invoices, receipts, and payments on BrightBooks.

This article provides a comprehensive guide on:

1. Creating a Dext Prepare Account: Instructions for setting up your account on Dext Prepare.

2. Connecting to Dext Prepare: Steps to link your BrightBooks business with Dext Prepare.

3. Uploading, Editing, and Publishing Documents: How to upload images of receipts, invoices, and payments to Dext Prepare, make any necessary edits, and publish the formatted documents to BrightBooks.

4. Disconnecting from BrightBooks: Procedures for disconnecting your Dext Prepare account from BrightBooks.

Follow the steps outlined in each section to ensure a smooth integration process.

Sign Up to Dext Prepare

1. Open https://app.receipt-bank.com/signup if you are a first-time user of Dext to create an account.
2. You can use any email address to set up the account, as you will be allowed to enter the business account credentials for the connection later on after the setup. 
3. Enter your Full Name, Email, Password and Location. Ensure that the password contains lowercase letters, at least 8 characters long, and contains two capital letters, numbers or symbols.
4. Tick the Terms and Conditions and Privacy Policy checkbox.
5. Click on the Signup button.
6. You have now signed up for Dext Prepare.

Note: You can skip this if you already are signed up for Dext.

Connecting Dext Prepare to BrightBooks

Follow these steps to integrate your BrightBooks business with Dext Prepare:

1. Log In to Dext Prepare: Visit Dext Prepare and log in using your credentials to access the business you wish to integrate with BrightBooks.

2. View Getting Started Information (Optional): Dext Prepare may provide initial setup information. Review this guidance if necessary.

3. Navigate to Integrations: On the left panel, select MANAGE and then click Connections > Integrations.

4. Choose Integration Software: In the Integration section, click Choose Software.

5. Select BrightBooks: From the list of available software, click the BrightBooks logo.

6. Initiate Connection: In the Connect Now window, click Connect to BrightBooks.

7. Log In to BrightBooks: You will be redirected to the BrightBooks login page. Enter your BrightBooks credentials and click Login.

8. Select Business for Integration: From the Business Name list, choose the business you wish to integrate with Dext Prepare. Click Connect. Note that you will see this list only if you have a Bureau account.

9. Complete the Integration: Your BrightBooks business is now connected with Dext Prepare. Click Finish to finalize the setup.

10. Select Tax Options: It is recommended to select Use Tax List to apply your BrightBooks VAT rates in Dext Prepare.
11. Set Default Tax Codes: Choose a Default tax for Costs and a Default exempt tax code for Costs. These settings should reflect the majority VAT percentage used for purchases and can be adjusted before publishing documents.

By following these steps, you will successfully connect Dext Prepare with BrightBooks and configure your tax settings for seamless document management.

NOTE: Once you have connected your account with Dext Prepare, please be advised that if you do not use the same at all within 90 days then the connection expires. You will have to reconnect again. 

To Reconnect:

1. Log In to Dext Prepare: Visit Dext Prepare and log in using your credentials to access the business you wish to integrate with BrightBooks.

2. View Getting Started Information (Optional): Dext Prepare may provide initial setup information. Review this guidance if necessary.

3. Navigate to Integrations: On the left panel, select MANAGE and then click Connections > Integrations.

4. Access Reconnect: Click the Reconnect button and you will be redirected to the BrightBooks login page. Enter your BrightBooks credentials and click Login.

Uploading, Editing, and Publishing Documents in BrightBooks from Dext Prepare

After connecting your BrightBooks business with Dext Prepare, you can upload, edit, and publish documents to make them available in BrightBooks. These documents will appear in either the Costs or Sales workspace. Note that in this context, "Costs" refers to Purchases.

1. Navigate to the Appropriate Workspace:
   • For purchase documents, go to Workspaces > Cost > +Add Documents.
   • For sales documents, go to Workspaces > Sales > +Add Documents.
   • For bank-related documents, go to Workspaces > Bank > +Add Documents.
   • For supplier statements, go to Workspaces > Supplier Statements > +Add Documents.
   • Choose to upload documents either one per file or one per page, depending on your preference. You can also Drag and Drop files directly into the upload area.
2. Select Document Type: Choose the category that best fits the document: Cost (for Purchases), Sales, Bank, or Supplier Statement.
3. Assign Ownership: Specify the name of the user who is the document owner. If needed, you can also add a new user to manage the document.
4. Review and Edit: After uploading, the feed will refresh, and the document status will change to To Review. At this stage, you can edit any details of the document if required.
5. Please note that copies of invoices will not be accepted. Ensure you upload a new image of each invoice or transaction to avoid processing issues.
6. Complete Mandatory Fields: If any mandatory fields are incomplete, a prompt will appear at the top of the screen. Ensure all required information is filled in. Once all details are reviewed and formatted, click Publish for each document to finalize.
7. Review Published Items: Published documents will be accessible under the Dext Prepare menu in BrightBooks. For further details on managing these items, refer to the section Getting Feeds from Dext Prepare.

By following these steps, you can efficiently upload, review, and publish your documents from Dext Prepare to BrightBooks.

Disconnecting BrightBooks Business from Dext Prepare