Custom checks let you create tasks that are specific to your practice and add them to Workflow Templates. Use them for anything that falls outside Dext's standard checks — for example, sending queries to a client, confirming an engagement letter has been signed, or verifying a payroll journal. You can create as many as your practice needs.
Note: Workflows are only available on the Practice Advanced plan. All roles in a Practice account can access Custom checks.
Create a custom check
To create a custom check, go to Workflows in the sidebar of your Practice account, then select Custom checks and select New custom check.
Enter a name for your check in the Check name field.
Add a description in the Description field. This is what your team will see when working through the check in a workflow. You can include hyperlinks in the description — they'll be clickable when the check appears in a workflow.
Select Save.
Your check will appear in the Custom checks list and will be available to add to any Workflow Template.
Edit a custom check
To edit a custom check, select the three-dot menu to the right of the check and select Edit check. Update the name or description and select Update to save your changes.
Delete a custom check
To delete a custom check, select the three-dot menu to the right of the check and select Delete check.
Important: Deleting a custom check doesn't remove it from any Workflow Templates it's already been added to. If the check is in use, the delete confirmation will list the affected templates. You'll need to edit each of those templates manually to remove the check. This action can't be undone.