Categories / Admin & Back-Office
Dext: Flotek purchase-ledger clerk 20 hrs/week → 13 hrs while group hits £15M revenue
Dext cut a purchase-ledger clerk's invoice work from 20 to 13 hours a week, freeing time to cover more group companies.
- Task
- cut paper invoice processing and scale purchase ledger across acquired companies
- Result
- purchase-ledger clerk time 20 hrs/week → 13 hrs on same tasks (freed to cover other group companies); daily dashboard "to-do list" (e.g., 43 items); 99% accurate extraction cited as reason to switch
- Tools
- Dext (line-item extraction, Supplier Statements, expenses app, purchase ledger)
- Setup
- adopt Dext for purchase ledger → extract line items from high-volume supplier invoices post-acquisitions → use Supplier Statements to confirm capture → expenses uploaded from mobile/sofa → prioritize from dashboard queue daily
Step-by-step setup guide + copy-paste prompt
Step-by-step setup
Step 1. Connect your ledger. Go to Business settings → Connections and connect Xero, QuickBooks or Sage.
Step 2. Set up high-volume suppliers. Add supplier rules, turn on line-item extraction for multi-line invoices, and set Costs → Suppliers → Auto-publish: Yes for clean suppliers.
Step 3. Check nothing is missing. Use Supplier Statements to confirm every invoice was captured.
Step 4. Capture expenses on mobile. Staff upload receipts from the Dext app.
Step 5. Work the queue daily. Clear the dashboard to-do list each morning.
Copy-paste prompt
Here is a supplier statement and the list of invoices captured in Dext. List any invoice on the statement that's missing from the list.
Statement: {{statement}}
Captured: {{list}}Sources
- Dext: Flotek case study. Credit: Jay Ball and Dave Middleton, Flotek (vendor-published).
- Setup paths: Dext Help Centre.
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