Dext Mastery: 10 Game-Changing Tips from Industry Experts

February 2025

As your award-winning bookkeeping partners at DS Business Support, we're always looking for ways to make your financial management smoother and more efficient. Today, we're sharing invaluable Dext insights gathered from over 450 industry experts, combined with our own experience as Bath's leading financial support team.

Transform Your Receipt Management with These Expert Tips

1. Mobile Magic

The Dext mobile app is your secret weapon for expense management. As a practice that's available around the clock, we know the importance of capturing expenses when they happen. Simply download the app, and never miss another receipt.

2. Snap Smart, Stay Organised

Our top tip from 30 years of experience: capture receipts immediately in good lighting. This simple habit transforms expense management from a monthly headache into a seamless daily routine.

3. Supplier Rules for Success

Set up intelligent supplier rules to automate your expense processing. As Xero Silver Partners, we've seen how this integration with Dext can revolutionise your bookkeeping workflow.

4. Consistent Sorting Strategy

Choose a sorting system that works for your business and stick to it. Our award-winning team can help you develop a strategy that aligns with your business needs.

5. See It in Action

We love demonstrating Dext's capabilities to our clients at our Hanham Hall office (perhaps over a complimentary coffee?). Seeing is believing when it comes to understanding how this tool can transform your business.

6. Regular Review Routine

Make Dext part of your daily routine. Just 2 minutes a day keeps the paperwork away! This approach has helped countless DS Business Support clients maintain pristine financial records.

7. Automated Invoice Collection

Use Invoice Fetch to automatically collect regular bills. It's secure, efficient, and saves valuable time - perfect for busy business owners who need around-the-clock solutions.

8. Embrace AutoPublish

Let automation handle your regular suppliers. Our clients typically see 50-60% of their invoices processed automatically - that's real time savings!

9. Training for Success

As your dedicated financial partners, we provide comprehensive Dext training to ensure you're getting the most from your investment. Whether you're in Bath or managing remotely, we're here to support your journey.

10. Cloud Transition Made Easy

Use Dext as your stepping stone into cloud accounting. Combined with our Xero expertise, it's the perfect way to modernise your financial management.

Ready to Transform Your Expense Management?

Let our award-winning team help you implement these Dext tips and revolutionise your bookkeeping. Contact DS Business Support today:

• Phone: 0117 235 4699 or 07471209653

• Email: info@dsbusinesssupport.com

• Visit: Hanham Hall, Whittucks Road, Hanham, Bristol, BS15 3FR

Remember, we're available beyond standard hours because we understand business doesn't stop at 5 PM. Let's make your financial management work smarter, not harder.