Projects let you assign additional classification to your Costs and Sales items - for example, to track spend by department, cost centre, or job. In Dext, projects are managed through 2 lists: Projects and Projects 2.
How those lists are populated depends on whether your account is connected to accounting software.
Important: Only Admin users can manage projects in Dext. Standard users can assign projects to documents, but they can't access the lists.
If your account is connected to accounting software
When your account is connected to accounting software, Dext syncs your project lists automatically.
The list names and values reflect your accounting software setup - for example, Xero Tracking Categories, QuickBooks Online Classes and Locations, or Sage Accounting Analysis types.
Note: Project values are synced from your accounting software and can't be edited in Dext.
To update your project values, make the changes in your accounting software and select Reload on the relevant list page in Dext to sync the updates. You can also set user defaults from this page.
To see how your specific integration handles projects, check the relevant accounting software article in the Help Centre.
If your account is not connected to accounting software
If your account isn't connected to accounting software, you can create and manage project values manually in Dext. Only Admin users can do this.
To add a project:
Go to Business settings.
Select Lists.
Select Projects or Projects 2.
Select Add project.
Enter the project name and select Add.
You can also select Import from CSV to add multiple values at once, or Export to CSV to download your current list. To delete a project, select the checkbox next to it and select Delete.
If you're an accountant or bookkeeper, you can select Copy from another account to bring in project values from a different Dext account.
Managing project visibility
Each project has a Visible toggle. When set to Yes, the project appears in the dropdown when coding a document. When set to No, it's hidden from the dropdown but remains in your list.
Use this to keep your dropdown list manageable - hide projects that are no longer active without deleting them.
Assigning a project to a document
You can assign a project to any Costs or Sales item from the item details page. Select the relevant value from the Project or Projects 2 dropdown.
If Smart Suggestions is enabled, Dext may suggest a value below the field based on the document content and your past coding. Select the suggestion to apply it instantly, or choose a different value from the dropdown.
For more detail on how Smart Suggestions work, see What are Smart Suggestions in Dext?.
Setting project defaults
You can set a default project per user so it's applied automatically to every Costs item they upload.
Note: User rule defaults for projects apply to Costs items only.
For step-by-step instructions, see How to set up user rules in Dext.
You can also set project defaults per supplier or customer using supplier and customer rules.
For step-by-step instructions, see How to use supplier and customer rules in Dext.