Business Settings
23 articles
Business Settings
Setting Up Your Category List
Personal, Company and Cash Payment Methods
Link a Payment Method to a Bank Account
How to Change Your Plan
Automatically Publishing your Items
How Does Dext Handle Duplicate Documents?
Payment Methods
Cancelling your Dext Account
Managing a Fetch Connection
Using Projects in Dext
Linking a Payment Method to a Bank Account
Removing or Reallocating a Bookkeeper’s or Accountant’s Access to Your Account
Inviting Your Accountant or Bookkeeper to Access Your Dext Account
Setting User Rules
Refreshing Your Chart of Accounts
Rules and Automation in Dext
Setting Rules Based on a Payment Method
Setting up Tax Rates in an Unintegrated Account
Using Products and Services in Dext
Checking Your Extraction Limit
Costs & Sales Approvals
Expense Claims Approvals