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