Dext

See what's on the Dext Overview page, including your to do list, business summary, and recent submissions.

How to use the Overview page in a business account

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Account and user settings — for businesses and practices

Manage your account

Find out which roles Dext has, how practice and business roles differ, and where to change a user's role or the account owner.

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 remove or deactivate a colleague and manage deactivated colleagues in your practice account.

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

Learn what Practice Admins, Client Admins, and Standard Users can do in a practice account, and how to change a colleague's role.

What can each practice role do in Dext?

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

Transfer, disconnect, deactivate, or delete a client account, or invite them to pay for their own plan. Includes the 4-month reactivation rule.

How to remove, deactivate, or delete a client account 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 practice in Dext, individually or in bulk. Includes Client Sync and CSV bulk upload.

How to add a client account in Dext

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 remove or deactivate a user in a client account, and manage users you've already deactivated.

How to remove or deactivate a user from a client account

Move a client to another accounting practice, with minimal input needed from the client.

How to transfer a client's Dext account to another practice

Review, accept, or decline a client transfer request from another accounting practice.

How to accept a Dext client account transferred from another practice

As a practice user, change a user's role in a client account, including the account owner's, before you send a subscription invite.

How to change a user's role in 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

Add users to your Dext business account, choose their role and login access, send invitations, and fix common access issues.

How to add users to your business account

Learn how to remove or deactivate a user in your business account, and manage users you've already deactivated.

How to remove or deactivate 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

Your accountant asked to move your Dext account to a new practice? Log in to review the request, then confirm or decline it.

How do I accept or decline a transfer to a new accountant?

Change roles, pick the right role, check who the admins are, and manage billing and accountant access in your Dext business account.

How to manage users and roles in your business account

Learn what Business Admins, User Admins, and Standard Users can do in a Dext business account, and which options a Standard User can have.

What can each business role do in Dext?

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 the step-by-step instructions to map and import suppliers.

How to upload your supplier list to Dext

Add, edit, delete and hide customers in Dext. What you can do depends on whether your account is connected to accounting software.

How to manage your customers list in Dext

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

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Conditions Générales de Vente

Privacy policy

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