FAQs for Businesses

Frequently asked questions about your Dext Account.

Account Management

Inviting your Accountant or Bookkeeper
Removing your Accountant or Bookkeeper
Add a new Accountant or Bookkeeper

Subscriptions

Modify Plan
Item Extraction limit
Deactivate account

Other

Further resources

Account Management

How to invite your Accountant or Bookkeeper

You can invite your Accountant or Bookkeeper by navigating to the Accountant section under Business Settings. 

You’ll then be prompted to enter your Accountant or Bookkeepers email address.

How to remove your Accountant or Bookkeeper

To remove your Accountant or Bookkeeper’s access:

1. Navigate to Business settings andclick Accountant.
2. Click Disconnect.
3. Review the option on the panel that appears and then click Disconnect.

How to add a new Accountant or Bookkeeper

To allow another Accountant or Bookkeeper to access your account:

1. Navigate to Business settings and click Accountant.
2. Select the Invite someone else button and add your new Accountant or Bookkeepers email address.
3. Click the Send invite button.

Subscriptions

How to modify your plan

If you need to modify your plan, you can do so by:

1. Clicking into Business Settings then Subscription.
2. Click the Change plan button.
3. Change the plan by adjusting the amount of users and click Upgrade.
4. (Optional) Add any extra add-ons you’d like and click Continue. 
5. Confirm you’re happy with your new plan by clicking Upgrade. 

How to view your Item Extraction limit

You can get an overview of how many items you’ve processed and how many are remaining by navigating to Business settings, Subscription and then View usage.

How to deactivate your Dext account

To deactivate your Dext account:

1. Click into Business settings and then select Subscription.
2. Navigate to the Billing tab and select Cancel subscription.
3. Follow the on screen prompts to confirm the cancellation.

Further Resources

There are many resources available to help you with your Dext account, including our Help Centre and training courses. 

To access them:

1. Log into the Dext Web App. 
2. Go to the ? button in the top right corner.