Dext

Enable CIS for a self-employed client in Dext Solo, apply CIS categories, and track CIS suffered in reports.

How to use CIS for self-employed clients in Dext Solo

Connect a bank feed, manage it and code transactions in the Bank tab of the Dext mobile app for Dext Solo.

How to use the Bank workspace in the Dext mobile app for Dext Solo

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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