Dext vs. Navan

Application suits well to multiple user structure where users buy and pay expenses on the go so each user would have their own mobile app and access to Dext Prepare and soon after the purchase, they take a picture of the receipt and upload so finance team can access the information straight away. It would not suit well where a business has very few users who pay the bills and most bills are on the cloud (via emails, all-digital in the first place). Because these bills can be emailed to the accounting system in the first place anyway or other software providers where monthly subscription is much cheaper.

Incentivized

TripActions is absolutely useful for any outside sales teams and companies that promote or offer a lot of travel. If the sales team travels as much as ours does, it's worth the investment. If travel is not something that most of your company has on a monthly to quarterly basis, I do not think that TripActions would be well suited for that environment

Incentivized

• Key metrics on the submissions by clients and any delays. This allows for early identification where client may be struggling to get the information submitted to Receipt Bank, holding up the bookkeeping processing and ultimately delays in delivery of information to the clients.
• Identifying unprocessed receipts sitting in the clients Receipt Bank file.. This assists in managing internal workflow and aiding team members who may find they need assistance in completing key tasks.
• Identifying which clients are using Receipt Bank effectively and which clients need assistance. This can provide the opportunity to discuss with all clients what works well for them and what needs improvement by sharing some of the wins from other clients.
• Providing managers the ability to review with ease the progress of Receipt Bank processing by client and by bookkeeper. This allows them to identify issues literally before they occur.

Incentivized

• Provides a wide range of travel options within a wide budget.
• It is reliable - if a trip gets canceled, they are quick to contact their customer and help sort out additional booking details to get you to your final destination.

Incentivized

• On the Inbox screen include a 'due date' column so items can be easily sorted in due date order to assist managing accounts payable
• improve the data matching between XERO and DEXT. Currently it performance is 'random' and does not occur on each customer file. Seems it is something that needs to be requested from support. It should be an automatic feature

Incentivized

• Global Pricing: Since TripActions has the role of an inventory aggregator, they have to tackle inventory one distributor at a time. If CTrip or MakeMyTrip has better inventory, it won't flow through to TripActions until a deal with them is made.
• Controls: TripActions is very open in the way it enforces policy - meaning it isn't for every company. If a customer wants more heavy-handed controls, they'll have to go with a competitor.

Incentivized

Dext is the best way for us to manage our business expenses. Physical and PDF receipts/invoices will be around for a while, but the move to eInvoicing is very good and we look forward to Dext adding this feature

Incentivized

This decision overall isn’t made by me. The company evaluates the product. While I am an influencer the overall review is my personal opinion and mine only. The company books flights or would like for us to book flights through trip actions everything else is suggested but done with a personal cc which makes it optional. My option will be to not use TripActions for anything personally.

Receipt Bank was great 3 years ago when I started using it. Now it’s way to expensive for what you can get elsewhere for free. Also the rebranding didn’t work in my opinion so the Dext name doesn’t have the same feeling to me as Receipt Bank.

Incentivized

When I think I have broken the platform the help guys and girls are simply fantastic. They take time to understand the problem and usually resolve the issue on the spot. I have not had to wait more than an hour to get anything resolved - be that an issue I have created or a fault in my understanding of the program. Can't rate their support I have received to date highly enough.

Incentivized

- Easy bookings and quick expensing - Excellent chat support - Savings for the company since employees opt for rewards which require booking cheaper than average priced hotels - Rewards for employees - Easy to use customer interface - Great mobile applications for android and iOS - Ability to control payment methods for a different types of bookings like hotels or flights or car rentals.

Incentivized

I have never been able to get Expensify to work for me. The reports are just completely unintuitive and I end up having my client generate the report I need and send it to me instead. For QBO the restriction on which email addresses can send receipts is too limiting. They also do not extract data well and the overall system is very clunky compared to Dext. Of course the trade-off there is that you aren't paying a separate monthly subscription fee.

Incentivized

TripActions is the first platform of its kind used by the company. Our director of Domestic Sales selected TripActions after evaluating other platforms (the names of which I do not know). His objective was to streamline travel planning, so that individual users are able to handle their own travel needs within company budgets, rather than relying on a travel coordinator position to handle planning for multiple employees (which had been the approach prior to TripActions).

Incentivized

• Receipt Bank has helped alleviate the frustration felt by both our clients and our staff when it comes to the detail needed for some of the organizations that we serve. In some cases it's just NECESSARY to have all of that detail for the financial statement preparation, and prior to Receipt Bank, we had to email back and forth, download attachments, manually enter the information into Quickbooks Online, save the document etc. It was a tedious process. Receipt Bank took care of all of that, and it saves both our clients and our staff HOURS of work each month.
• Receipt Bank has given our clients the confidence to make their work places paperless offices. It frees time and money for them, because they don't have to keep track of the documents, they don't have to store the documents (and find a place to store them), and they never have to file them away. Receipt Bank archives all of the documents so you can find them if you ever need them, and the documents are in their financial data as well, which is where they really need them. I've never had a client regret going to Receipt Bank just because it makes life so much simpler for them.

Incentivized

• The ability to change flights while I am on the road in meetings. They actually call the agents for me.
• It has put money back in my pocket with the Amazon rewards and my company has saved money by me booking the less expensive options.

Incentivized