Ready to get started with Dext? This article will guide you through:
- Adding a Client Account
- Adding a User or Colleague
- Connecting your Accounting Software
- Submitting Items
- Bank Data
- Rules & Automation
- Expense Claims
- Supplier Statements
- Approvals
- Publishing
- Advanced Account Features or Health & Insights
This article is relevant to the enhanced Dext experience. You can access the article for the legacy Dext experience here.
Adding a Client Account
Creating a Client Account will add a dedicated space to receive review and manage the financial documentation for one of your clients’ businesses.
To create a client account:
- On your Clients page, click the Add Client button at the top of the page.
See this article for an in depth guide to creating a client account.
Adding a Client User or Colleague
You can add additional colleagues to your team in your practice account, and users to your client accounts. When you add a User or Colleague, you have the option to skip the invitation to invite the user to access the Dext account or to invite them to access the account themselves as specific role and permissions.
Skipping the Invitation
Skipping the invitation allows a user to be added to a document as a Document owner, and submit documents to via their unique email in addresses, but they will not be invited to access the Dext account for themselves.
Invited Users with Roles & Permissions
Users that are invited to access the account will have access to the mobile or web app and have the ability to submit, view and edit paperwork depending on their assigned role and permissions. You assign this level when the user is created and can change it at any time.
See how to add a User to a client account here.
See how to add a Colleague here.
Connecting your Accounting Software
Dext can work collaboratively with your accounting software. Once connected, the two systems will share your chart of accounts and all documents will be extracted and can be published with a format that matches your existing financial records.
To connect your Dext account to your accounting software:
- Navigate to the Business Settings section of the sidebar, then Connections.
- Under Accounting Software click the Connect button.
Then follow this guide to complete the connection.
Submitting your Items
You can submit your items whilst logged in on the web app, through your unique email-in address and on the go using the mobile app. You can also connect to thousands of suppliers and automatically pull through your invoices using invoice fetch.
You can start submitting your items by:
- Clicking the green Add Documents button.
- You’ll then see the adding documents sidebar. Select the Costs, Sales or Bank tab.
See how to add Costs & Sales items here.
Bank Data
Add your bank data to Dext by uploading a bank statement or sync your data automatically by connecting to a bank feed.
If you choose to upload a bank statement, you must first create a bank account. Be sure to follow the steps in the Add a Bank Account article listed below before continuing to Uploading Bank Statements.
If you connect to a bank feed, a bank account will be created automatically.
Rules & Automation
Use Supplier & Customer Rules, Smart Split and Auto-publish to specify how data should be treated when paperwork from particular suppliers, payment methods or users are submitted.
Read more about each automation feature:
- Supplier & Customer Rules – specifications in how paperwork from a particular supplier should be coded or described
- User rules – specifications on which Payment Methods or Projects should be applied to paperwork submitted from a particular user.
- Smart Split – specify how paperwork from a particular vendor should be split into line items
- Auto-publish – automatically publish coded paperwork from a specific supplier to an integrated accounting software.
Expense Claims
Expense Claims provide a space to collate an individual’s reimbursable payments.
See how to create an expense claim here.
Supplier Statements
Add supplier statements to your Dext account and Dext will help you match them to the invoices in both your Dext account and your connected accounting software.
See more about supplier statements here.
Approvals
Setup an automated approval flow for your business purchases or expense claims, ensuring your transactions are efficiently verified and approved based on criteria you have pre-defined.
Publishing
When a Dext account is integrated with an accounting software, you can send items that are processed and ready directly from the Inbox to a specified location in the connected Accounting Software.
See how to publish an item here.
Advanced Account Features or Health & Insights
If you have an Advanced account (without Data Health & Insights) you have access to additional features. See how to get started with those features here.
If you have the Data Health & Insights add-on with your Essentials or Advanced package, you can access real-time tools to improve data quality, identify aged balances, check accuracy, and analyse sales and costs activity for your integrated QuickBooks Online and Xero clients.
How to get started with Data Health & Insights with an Essentials account.
How to get started with Data Health & Insights with an Advanced account.