Save time and ensure consistent setup across accounts by automatically applying default settings to new client accounts. With the new Client Defaults feature, you can pre-configure default system and integration settings, so every new client you add starts off with the right setup.
What are Client Defaults?
You can now set defaults for newly created client accounts directly from the Practice Settings page. These defaults include:
System settings like payment status, due dates, net amounts, categorisation, archiving, and image sharing -
LIVE.
Integration settings for supported tools (e.g., accounting platforms) -
COMING SOON.
How It Works
1. Navigate to Practice Settings
Head to the Practice Settings page in your Dext Web App, then click New Client Defaults.
2. Configure Your Default Settings
You’ll find options to set defaults for:
Integration settings
COMING SOON.
Payment status
Due dates
Net amounts
Categorisation
Archiving
Image sharing
Choose your preferred defaults - these will automatically apply to any new client accounts created going forward.
3. Save and You’re Done!
Once your defaults are saved, every new client account will inherit these settings automatically. You can still customize individual accounts later if needed.
FAQ
Will this affect existing client accounts?
Nope! Default settings only apply to new client accounts going forward.
Can I change the defaults later?
Yes - you can update your practice defaults at any time from the same page.