Dext + Microsoft Excel
Export new processed receipt data from Dext and add rows in Microsoft Excel
Manage your receipts efficiently with this workflow. When you handle a new processed receipt in Dext, it will promptly generate a new row in a chosen Microsoft Excel spreadsheet. This convenient process will provide a seamless organization of your receipts in Excel without manual entry, giving you valuable time back in your workday.
Manage your receipts efficiently with this workflow. When you handle a new processed receipt in Dext, it will promptly generate a new row in a chosen Microsoft Excel spreadsheet. This convenient process will provide a seamless organization of your receipts in Excel without manual entry, giving you valuable time back in your workday.
- When this happens...Export New Processed Receipt Data
When a new receipt is submitted and processed, it automatically exports chosen fields to your preferred destination.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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Archive Receipts
Client Filter
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Client Filter
Try ItPhotoRequired
Client Filter
PhotoRequired
Client Filter
Client Filter
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Mobile Number
Account Name
Check Number of Processed Receipts
Check if you have newly processed items submitted by your clients. Sample data is an overview of new receipts for a demo company.
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
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