Export new processed receipt data from Dext and create invoices in QuickFile
This workflow ensures your bookkeeping stays up-to-date by sending new processed receipt data from Dext directly into QuickFile where an invoice is created. Never worry about manual data entry again with this automatic process that lends efficiency, accuracy, and seamless data transfer between your Dext and QuickFile applications. Perfect for businesses seeking a streamlined approach to financial record-keeping.
This workflow ensures your bookkeeping stays up-to-date by sending new processed receipt data from Dext directly into QuickFile where an invoice is created. Never worry about manual data entry again with this automatic process that lends efficiency, accuracy, and seamless data transfer between your Dext and QuickFile applications. Perfect for businesses seeking a streamlined approach to financial record-keeping.
- 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!Create Invoice
Triggers when a new invoice, estimate or recurring template is created.
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Archive Receipts
Client Filter
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Client Filter
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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.
New Client
Triggers when a new client record is created.
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