Use workflows to standardise processes across your team and clients, for example, during client onboarding, health checks, and tax preparation.
Rather than having to go to different areas in the Dext App to complete work, you and your team can create workflows to standardise the process, bringing all the relevant checks or tasks from across the app into a single workflow, where they can be examined, actioned, and finally approved or left for further comment.
You can select to create either a One-Off Workflow or a Repeating Workflow.
Important: You'll need to be on the Practice Advanced plan to view Workflows. If you're an existing Precision user, you'll also see workflows. You'll also need the correct role and permissions to create workflows.
Creating Workflows
Go to your Practice account > Workflows > List.
From the Create drop-down, choose Create a Repeating Workflow or Create a one-off workflow.
Note: Clicking the Create button will create a One-off Workflow.
Once you have selected the type of Workflow you want to create, you will be taken through a series of steps.
Step 1: Select a Template
Enter a name for the Workflow or leave blank to use the template’s name.
Choose a default template or create your own with Make your own template.
Click Next.
Step 2: Set Frequency
For One-Off Workflows, you have the option of a Reporting Period and a Due Date.
For Repeating Workflows, you can choose a Scheduled Date or a Specific Event, such as Year-End or VAT Period (UK only). Repeating Workflows include additional settings, such as the Scheduled Date for repetition, the Complete Within time frame (e.g., within two weeks of the Scheduled Date), how often the flow should repeat, and whether it should end on a given date.
Step 3: Set Rules
Adjust rules for Data Quality Checks. Defaults are usually fine.
Common customizations include how far back to pull data for Aged Payables/Receivables.
Note: Rules are only available with the Practice Advanced plan and the Data Health & Insights Add-On. Existing Precision users can also use rules.
Step 4: Add Clients
You have the option to select clients one client at a time by choosing By Client, or you can add multiple clients using Client Tags set up by choosing By Tag.
Assign the team members and reviewers who will complete the Workflow. These will default to the client’s Account Assignee and Account Reviewer, respectively.
Step 5: Review & Create
Review all your Workflow details.
Edit the Template, Rules, Frequency, or Clients with the pencil icon or top bar navigation.
Click Create Workflow.
To start a workflow, go to Workflows > List, click View Workflow, then select Start Workflow at the top right. If you are the client’s Account Assignee, you can also start the workflow directly from the Workflows List.