Item Messaging is a way for accountants or bookkeepers to easily communicate directly with their clients within the App.
Note: Item Messaging is only available for Streamline and Optimize Partner Accounts.
Users with the Accountant/Bookkeeper role on a Dext Partner account can send direct messages through the Web App to a client or user on the Mobile App if they’d like more information about a document.
Sending and Receiving Messages
The Accountant/Bookkeeper can send and respond to Item Messages using the Dext Prepare Web App.
When the client has sent a response, they’ll receive an alert in the notification area on their dashboard.
The client or user will receive the message as a notification and they can respond within the Dext Prepare Mobile App like this: