How to add multiple items to Dext Prepare

Upload up to 50 documents at once using the Upload, Email or Mobile submission methods.

Learn how to upload multiple documents to the costs workspace using:

• Upload
• Email
• Mobile

Upload

1. Click ‘Add Documents' and then into the 'Costs' tab 
2. Select the person who owns the documents using the ‘Owner’ dropdown.
3. Choose how the file(s) you’re uploading are formatted
   
   • One document per file (PDF, JPG, PNG, ZIP)
     Use this option if you have multiple files, and each of the files shows only one transaction.
   • One document per page (PDF only)
     Use this option if you have one file, but there are multiple transactions spread across the pages of the file. These will be split per page break, and every page will be considered its own separate item.
4. Use the green platform to select the file(s) you would like to upload

Email-in

You can submit multiple-item files via email-in.

Multiple item sent by email can either be:

• Individual items in the following formats that are attached to the same email: JPG, PNG, GIF, BMP, TIFF, PDF, .zip files with images, DOC, DOCX, ODT, and RTFs
• A single PDF file consisting of multiple invoices on each page of the file

 A multiple-item PDF, consisting of separate invoices on each page of the document

Costs documents

If you have a list of individual cost documents that matches the list above, or a single PDF that contains multiple invoices that appear on each page of that document, then forward them to your multiple-item email-in address using the '[custom name]@multiple.dext.cc' format.

For example, the client Nathan Campbell wants to submit three PDFs that consist of multiple invoices that appear page-by-page within each file.

Nathan attaches their multiple-item PDFs to an email, and sends it to their allocated email-in address for multiple cost items: [e-mail]. Once it has been sent, Dext will separate each page of the attachment into individual items, before adding them to Nathan's client account costs inbox.

For submitting multiple costs documents by email, send to your email-in address,
which uses the @multiple.dext.cc domain.

Sales documents

As with multiple sales document files, or a single PDF consisting of multiple invoices, attach multiple item files to the email-in address for sales documents, which will follow the
'[custom name][e-mail]' format.

For example, the client Nathan Campbell wants to submit three multiple-item PDFs, each one containing multiple sales invoices within each file.

As with the uploaded cost documents, Nathan attaches their files to an email, and sends it to their allocated email-in address for multiple cost items: [e-mail].
Once it has been sent, Dext separates each page of the multiple files contained in the attachment into individual items, before adding them to Nathan's client account sales inbox.

For submitting multiple costs documents by email, send to your email-in address,
which uses the format: [custom name][e-mail]

Note: You must send to one Email-in address per email, based on the whether the documents are cost or sales items. 

Find and amend the email-in address custom name

Find any user's email-in custom name within their email-in costs and sales addresses on Dext Prepare by navigating to 'My Users' > User name 'Manage' > 'Edit User Details'. Amend the custom name by clicking into the Email-in address text field. The email-in addresses that show here are for single items only. In order to send multiple items, follow the instructions listed above:

Mobile

1. Log in to the Dext Prepare mobile app.
2. Open the camera to upload a document.
3. Use the ‘Multiple’ camera mode to upload multiple documents to Dext Prepare at once. Find out more about the different camera modes here

1.