To publish a Costs item as paid, Dext needs to know which bank account the payment was made from. You can specify this by linking each payment method in Dext to the corresponding bank account in your connected accounting software.
Note: This article only applies to accounts connected to accounting software.
Before you start
If you’re not sure what a Payment method is, see:
If you want to configure auto-publish or publishing destinations, see:
Who can manage payment methods?
Only Admin users can link payment methods to bank accounts.
This includes:
Business Admins and User Admins in a business account
Accountants or bookkeepers accessing a client account
If you don’t have access, contact an Admin in your account or your accountant/bookkeeper.
Tip: Learn more about roles and permissions in Dext
Link a payment method to a bank account
There are two ways to link a payment method to a bank account:
From Business Settings
Go to Business settings > Lists.
Open the Payment methods page.
Locate the payment method.
In the Bank account column, select the correct account from the dropdown.
From the Item details page
If a Payment Method used on an item is not linked to a bank account:
You’ll see a “Link to bank account” option under the Payment section.
Click it to open the bank account selection modal.
Choose the correct bank account and confirm.
If a Payment Method is already linked:
A small link icon appears next to the Payment Method.
Hovering over it shows which bank account it is linked to.
You can click Change linked account to update it.
Bank account not appearing?
If you’ve recently added a new bank account in your accounting software and it does not appear in the dropdown:
On the Payment methods page, click Reload.
The updated list of accounts will refresh.
Alternatively, you can refresh your integration data.
