To make sure items are coded correctly before they reach your accounting software, you can require certain fields to be completed before an item can be published. You'll find these settings in your accounting software settings, under Mandatory fields for publishing.
Before you start
Only Admins, including accountants and bookkeepers working in a client account, can turn mandatory fields on or off. For more on roles, go to Roles and permissions in Dext.
You'll also need Dext connected to your accounting software.
Turn on mandatory fields for publishing
To require fields before publishing, open your accounting software settings:
Go to Business settings > Connections.
Next to your accounting software, select Manage, then choose Settings.
Select Mandatory fields for publishing.
Turn on each field you want to require.
Each field saves as you turn it on and applies across the account straight away.
Which fields you can require
The fields you can turn on depend on your accounting software. When a required field is empty, the item shows a To review status and can't be published until it's completed.
Fields on the item
These apply to the item as a whole:
Require a category on sales items
Require a customer on cost items — sales items always need a customer
Require a payment method — requires a payment method linked to a bank account
Require a Project — Dext syncs your Projects as they're named in your accounting software, so the labels differ by setup.
Fields on every line item
The same checks can apply to each line on an item:
Require a category on every line item
A requirement for each Projects field on every line item
What happens when a required field is missing
If a required field is empty, the item isn’t ready to publish yet, so the Publish button is greyed out. The item shows a To review status, with a number telling you how many fields still need filling in.
Open the item and go to the Details tab. A yellow box at the top lists each field to complete, including any that need filling in on the line items. Fill them in and the item goes back to Ready.