Dext

Alexander

Teodora

Account and user settings — for businesses and practices

Manage your account

Learn how roles and permissions work in Dext for practices and businesses, including access levels, account ownership, and how permissions differ between accounts.

Roles and permissions in Dext

Add your Practice or Business logo in Dext to display it in the Dext mobile app and on Expense claims PDF exports.

How to add your company logo in Dext

Add multiple users or colleagues to Dext at once by entering details manually or uploading a CSV file from the Users page.

How to add multiple users to Dext

General

Learn how to connect Dext with Karbon to sync client data, reduce manual entry, and improve visibility across your accounting workflows.

Connect Dext with Karbon

Your Dext practice includes a free business account for managing your practice's own bookkeeping. Here's what it is and how to find it.

Does my Dext practice include a business account?

Use one login to access multiple Dext accounts. Learn how multi-account management works for practices and client users.

Multi-account management for accountants and bookkeepers

How to bulk upload Practice codes

Control which clients a colleague or team can access, from the client's side or the colleague's side.

How to manage a colleague's access to clients

Learn how to deactivate or permanently remove colleagues from your practice account, including permission requirements and what happens to their access and data.

How to remove a colleague from your practice account

Learn how to add colleagues to your practice account, invite multiple users at once, and manage colleague access, permissions, and invitations.

How to add colleagues to your practice account

See which client transactions are missing a document image and export a report to send to your client. Available on Practice Advanced.

Using the Missing paperwork report in Dext

Practice settings is where you manage your practice's profile, client defaults, subscription, and security in Dext.

What is Practice settings in Dext?

Group colleagues into teams, assign them locations, and filter Practice Insights by team or location.

How to use Teams and Locations in Dext

Set default connections, payment status, due dates, and export settings that apply to every new client account.

How to set default settings for new clients

Answers to common questions for accountants and bookkeepers in Dext, covering client management, billing, publishing, and Data Health & Insights.

Common questions for accountants and bookkeepers

For practices

Use the Dext client list to review client activity, manage client settings, customise columns, and navigate large client lists.

The Dext Clients list

Disconnect, deactivate, or delete a client in Dext. Includes the 4-month reactivation rule, reconnection steps, and self-paying clients.

How to remove, deactivate, or delete a client in Dext

The self-employed setting in Dext is for US and Canadian tax professionals managing sole proprietor clients without accounting software.

Managing US and Canadian self-employed clients in Dext

Learn how to add users to a Dext client account, send invitations, manage access, and resolve common setup issues.

How to add a user to a client account

Add business and self-employed clients to your Dext Practice, individually or in bulk. Includes Client Sync and CSV bulk upload.

How to add a client account in Dext

Learn how to take over billing for a Dext client account and move them under your practice subscription.

How to take over a client's Dext subscription

If the same client has separate Bookkeeping and Data Health & Insights accounts, use Merge clients to combine them into one.

Merging split Bookkeeping and Data Health & Insights client accounts

Use the Overview page for your clients in Dext to monitor activity, track item statuses, review workflows, and access insights where available.

How to use the Overview page in a client account

Use Client Sync to add and integrate multiple clients in bulk, reconnect expired integrations, and reassign clients - all from your client list.

Using Client Sync in Dext

Learn how to deactivate or remove users from a client account, including account owner restrictions, login access limits, and what happens to submitted documents.

How to remove a user from a client account

Clients

An overview of Business settings in Dext - what each section covers and where to go to manage connections, automation, exports, and more.

What is Business settings in Dext?

Invite your accountant or bookkeeper to access your Dext business account. Learn how Business Admins and User Admins can grant, manage, or switch accountant access.

How to invite your accountant to access your Dext account

Remove or change the accountant or bookkeeper who has access to your Dext account, or reactivate your account if it's been deactivated.

How to remove or change your accountant's access to your Dext account

Manage multiple Dext businesses (entities) with a single login. Add a new business, merge existing logins, and switch between accounts.

Multi-account management for businesses

Learn how to add users to your Dext business account, assign roles, manage login access, send invitations, edit privileges, and troubleshoot common user access issues.

How to add users to your business account

Learn how to deactivate or remove users from your business account, including account owner restrictions, login access limits, and what happens to submitted documents.

How to remove a user from your business account

See how much of your monthly document extraction allowance you've used and what to do if you reach the limit.

How to check your document extraction usage in Dext

Answers to common questions about Dext business accounts, including billing, login, team management, and publishing.

Common questions about your Dext business account

For businesses

Learn how to set up and manage projects in Dext, assign them to Costs and Sales items, and set defaults to speed up coding.

How to use Projects

Learn what a payment method is in Dext, how Dext extracts them automatically, and how to create them manually for cash, cheques, or specific cards.

What is a Payment method in Dext?

Learn how to link a payment method to a bank account in Dext, so paid expenses (Costs items) are published to the correct account in your connected accounting software.

How to link a Payment method to a bank account

Manage categories in Dext for Costs and Sales - add, edit, hide, or delete them based on whether you're connected to accounting software.

How to manage categories in Dext

Add, edit, and manage tax rates manually in Dext when your account isn't connected to accounting software.

How to set up and manage tax rates in Dext without accounting software

Create, edit and delete list visibility groups in Dext to control which categories, tax rates and Projects each user can select.

How to manage list visibility groups in Dext

Learn how to upload your Supplier List into Dext by importing a CSV file. Follow step-by-step instructions for mapping and importing suppliers.

Uploading your Supplier list into Dext 

Learn how to set up and manage your Customer list in Dext to match sales invoices automatically. Add customers manually or sync from accounting software like Xero or QuickBooks.

Setting up your Customer list

Learn how to manage suppliers in Dext, including how to create new suppliers, merge duplicates, delete suppliers, and use aliases to keep your supplier list accurate and consistent.

How to manage suppliers in Dext

Learn how to create, rename, and delete Payment methods in Dext, including how extracted card digits become new Payment methods and how to manage them effectively.

Manage Payment methods in Dext

Lists & configuration

Login

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

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.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.