Dext vs. Zoho Invoice

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

Zoho Invoice is well suited for any business, regardless of size, that needs to have a way to create invoices with hourly or flat rates. It's easy to create and archive projects. It also integrates into their other tools, including Zoho Projects. Zoho is great for businesses who want to accept online payments.You can use PayPal, Stripe, and a few others. Clients can also pay via ACH. It lets you know when a payment is processing AND when it clears. I believe that it would not be well suited in instances where a company creates lots of credit notes (because from the invoice screen the credit will appear to grow, but when you check active credit notes, it is the right amount) or estimates (I can't figure out how to use this feature)

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

• Time tracking. Zoho invoice makes it super easy to track time and hours against specific clients and specific tasks.
• Unbilled / billed time reporting. Zoho Invoice gives a dashboard view of hours yet to be billed, which helps keep on top of invoicing so nothing is missed.
• Reporting. Zoho Invoice offers a robust reporting module for the price point. Canned reports can be customized easily.
• Invoice sending and tracking. Zoho Invoice makes it easy to create and send invoices. Invoices are easy to clone, which makes creating regular, repeatable invoices a snap.

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

• Zoho Invoice can be complicated if you want to create a more advanced custom invoice or custom recurring invoice.
• Zoho Invoice does not provide all of its functionalities on the mobile version of its platform.
• Zoho Invoice is expensive for some small business owners especially if they don't plan on using it often.

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

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

Ease of access of using the dashboard the buttons I mean like if it is taught in 10th I would have worked it. Simple and minimal hi give good entry to be more transparent and sharable to clients in seconds. The client also get shocked by saying it's fast.

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

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

Zoho Invoice streamlines bill creation and sending by personalizing invoices with logos, identities, and terms. It offers detailed payment reports, an integrated payment system, and payment summaries for tracking success. It automates invoicing and payment tasks, saving time and money for companies. Zoho Invoice integrates with Stripe Payments, enhancing settlement processes and promoting digital payment adoption.

• 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 biggest ROI for my business is that Zoho Invoice reduced the cost of invoicing so much, that I was able to invest that savings back into the business development allowing us to grow.
• Zoho Invoice provides the option of giving your clients a client portal through which they have access to their own accounts and can see and print their own reports as needed. That helps to create a transparency that our clients love.
• Zoho Invoice has been dependable. I have not had one issue with using the platform or its functions since I switched to it a few years ago.

Incentivized