This will explain how C2 Accounting clients will forward emailed receipts/invoices to Dext.
You can send receipts and invoices to Dext in a variety of ways:
- Snap a photo with the Dext app.
- Upload directly to the Dext website.
- Forward emailed documents (most common)
When forwarding emailed documents, please use the Notes feature to ensure we have context about your document so we can properly categorize your transaction.
To add a note to a forwarded document, you must enclose the note in "#note."
- Example #note This is a sample note #note.
🗒️ NOTES about NOTES
- The "#note" MUST be in lowercase.
- There must be a "#note" at the beginning AND the end of the note you want to send.
🆗 What should you send to Dext:
-
- Receipts for expenses we would have difficulty categorizing, especially one-off expenses.
- Bills that you will pay in the future.
- Receipts or bills for expenses we need to apply to a client or project.
🚫 What should you NOT send to Dext:
-
- Recurring expenses, like software fees, rent, etc.
Please take a look at the video below for a detailed illustration.
Reach out to us at clients@c2-acctg.com if you have any questions!