Ready to get started with Dext? This article will guide you through the process of:
- Adding a Client Account
- Adding a User or Colleague
- Connecting your Accounting Software
- Submitting Items
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 create additional users on your Dext account. 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.
