![]() ![]() Ĝommuter and wellness claims – for quick reimbursement.Health care card receipts – to verify your card transactions, as required by the IRS.Health care and dependent care – for quick reimbursement or direct payments to your provider.This app makes it easy to submit claims for all benefits administered by HealthEquity | WageWorks: ![]() The official HealthEquity | WageWorks app for those enrolled in a HealthEquity | WageWorks benefit that pays claims, or those who have a HealthEquity | WageWorks debit card. If you’d like to add items to an existing expense report, take a look at this article.HealthEquity welcomes WageWorks into its family of products! Your EZ Receipts app will continue to work as expected as we make some updates to the look and feel. Note: If you don’t have any expense reports in your workspace, you can also click the Create button to select the items you’d like to add to the report. Enter the details for the expense report and click Create.Click the green + button and select the items to add to the report using the check boxes.You can now create expense reports in the mobile app before selecting the items you’d like to add to the report! To do this: How to create a new Expense Report in the Expense Report Space Enter the requested details for the report and click Create.Click the three dots in the bottom corner and select Create expense report.Click the Checkmark button in the top right corner.Pressing and hold on an item to see check boxes.Select the items you’d like to add to the report by:.To create an expense report, you’ll need to: How to Create an Expense Report using the Mobile App Type your reply in the message box and then tap the green send button and the message will be sent to the Dext account of your accountant or bookkeeper When you receive a message you will see a notification appear in the Dext mobile app next to the bell icon and next to the item in question.Ĭlick on the notification to open the Communications screen and then tap the message to open Your accountant or bookkeeper may send you a message about a particular document or item that needs clarification. Write your description here is where you can add any notes about the document.Ĭustomer is where you can include if the receipt or invoice is for a particular customer. You can submit items on behalf of another user if you have the relevant user privileges. Owned by is the person submitting the document. Please note: You do not have to complete all the fields before submitting the item.Ĭategory is where you can add the relevant tax code for the document. After capturing the image of your receipt, add any additional information to be included with your item before submission. Dext will then combine your photos into one item.Ĥ. Dext will then separate each photo into a separate item.Ĭombine Mode is for when the information you need to capture is spread over several pages (up to a maximum of 50) or you have a very long receipt and all the information will not fit in one picture frame. You can take up to 50 photos of individual documents before submitting. Multiple Mode is for when you have several documents that you would like to capture. Dext will then combine your photos into one item. Combine Mode is for when the information you need to capture is spread over several pages (up to a maximum of 50) or you have a very long receipt and all the information will not fit in one picture frame.Dext will then separate each photo into a separate item. Multiple Mode is for when you have several documents that you would like to capture.Single Mode is for when you have one document to capture and the information is only on one page.There are multiple camera modes on the Mobile App that allow any type of paper document to be captured easily. Capture documents by tapping the green + button at the bottom of the screen. If you have not yet added any documents the inbox will be empty.ģ. Open the mobile app and sign-in using your Dext email address and password How To Submit Documents Using The Mobile Appġ. Follow the instructions to download the mobile app and sign-in to your account Enter your password and click Create Accountģ. Click on the link within the text message.Ģ. This makes the process nice and simple.ġ. Your accountant or bookkeeper can send you an invitation to use the Dext mobile app via text message. How to create a new Expense Report in the Expense Report Space on the Mobile App.How to Create an Expense Report using the Mobile App.How To Use The Mobile Messaging Feature.How To Submit Documents Using The Mobile App.There is an iOS version and an Android version of the Dext Mobile App. The Dext Prepare Mobile app is the quickest and easiest way to submit your receipts, invoices and other documents to Dext Prepare. ![]()
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