In order to publish an item from Dext to a bank account in your connected accounting software, you may need to link your payment methods in Dext to the corresponding bank account in the connected accounting software. This is used to indicate which Bank Account the item should be published to.
This article is relevant to the enhanced Dext experience. You can access the article for the legacy Dext experience here.
Linking a Payment Method to a Bank Account
Important: You must have Admin level role to be able to link a payment method to a bank account. To gain this access, reach out to your account administrator, accountant or bookkeeper.
To link a Payment Method to a Bank Account:
1. Click Business Settings, and then select Lists.
2. Then click on the Payment methods tab.
3. A new payment method can be added manually, by simply clicking Add payment method and entering the name and the reference number (which is the last 4 digits of the payment card or bank account) and then clicking Add.
4. A new payment method that is identified via extraction is automatically added to the list with the corresponding reference number.
5. To link the Payment Method to the Bank Account from your integrated accounting software, click the drop down menu and select the correct account.
6. To change the name of the Payment Method, click into that field and edit. Clicking outside the field will save the name.
7. You’re also able to set rules for a Payment method to automatically publish or to set a publishing destination. Click the drop down menus to make your selection. The Publish To destinations are set by your integrated accounting software.
8. If you’ve recently added a bank account to your integrated accounting software and it’s not appearing in the list of available bank accounts in the drop down menu, click the Reload button for these to appear.
