Lists
22 articles
Using Products and Services in Dext
Setting up Tax Rates in an Unintegrated Account
Setting User Rules
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
How to Change Your Plan
Automatically Publishing your Items
Link a Payment Method to a Bank Account
Personal, Company and Cash Payment Methods
Setting Up Your Category List
How Does Dext Handle Duplicate Documents?
Managing a Fetch Connection
Refreshing Your Chart of Accounts
Checking Your Extraction Limit
Costs & Sales Approvals
Expense Claims Approvals