Live and On Demand Training

Dext Live Training sessions are ideal for you if you need to get started quickly, or need a refresher of our powerful tools.

Sign up for one of the sessions below for with Dext PrepareDext Precision, or Dext Commerce, and our Partner Success Consultants will help you make the most of Dext for leaner, better bookkeeping.

We offer Live Training in the following geographic regions:

  • Asia-Pacific (Australia and New Zealand; East and Southeast Asia; the Indian subcontinent)
  • EMEA (Europe, the Middle East, and Africa)
  • North America (Canada and the United States)
  • France (delivered in French)

Dext Commerce On Demand Training

Dext Prepare Live and On Demand Training

Dext Precision Live Training


Dext Prepare Live Training

Getting Started with Dext Prepare for Accountants and Bookkeepers

This is the perfect starting point for new and existing Dext Prepare partners using Dext Prepare in their accounting or bookkeeping practice. Choose your region below to signup.

By the end of your session you’ll be able to:

  • Create a client account
  • Set up your client’s account to work with their accounting software
  • Submit Costs and Sales items to Dext Prepare
  • Review and edit your client’s Costs and Sales items; and export them to their accounting software
  • Add additional users to your practice’s account and your clients’ accounts

Asia-Pacific | Canada | EMEAFranceUSA

Advanced Training for Accountants and Bookkeepers

These next-level sessions are ideal for Dext Prepare Partners who want to take full advantage of the powerful automation tools available. Select your region below to sign up.

The specific agenda varies by region, but by the end of the session you will be able to:

  • Set up Supplier Rules
  • Extract line items from receipts and invoices
  • Automatically publish documents to your accounting software
  • Set up Payment Methods
  • Easily reconcile documents with Dext Prepare’s bank matching tools

Asia-PacificCanadaEMEAFranceUSA 

Training for your Clients

This quick session is perfect for small businesses starting to use Dext Prepare. It will help you set up your mobile app and submit your first receipts and invoices to your bookkeeper. Select your region below to sign up.

By the end of your session, you will be able to:

  • Download the Dext Prepare mobile app and access your account
  • Submit items to your accountant or bookkeeper using:
    • The Dext Prepare mobile app
    • Email
    • Invoice Fetch
  • Respond to messages from your accountant or bookkeeper

Asia-PacificEMEAFrance  | North America (Canada and USA) 

On Demand Training for Small-to-Medium sized Businesses and Self-Employed

This session is specifically for users on a Business Plus, Business Premium or Enterprise plan. In this session, our experts will cover the key workflows, processes and tools to make your day-to-day accounting and bookkeeping effortless.

  • Set up your account
  • Add additional users to your account
  • Connect with your accounting software
  • Submit costs items to Dext Prepare using different submission methods

Global


Dext Commerce On Demand Training

Get Started with Dext Commerce

Simplify your sales accounting and take on more clients across multiple digital commerce channels. Dext Commerce makes the accounting and commerce processes easier to manage. In this training session our in-house experts cover the key foundational components of Commerce’s platform.

  • Create a Team and Invite Team Members
  • Connect Accounting software and commerce accounts
  • Prepare data for your books
  • Export transactions to your accounting software

Sign up for this session at the following link:

Global


Dext Precision Live Training

Get Started with Dext Precision

Hosted by in-team experts, this live course provides users with the tools to get off to a flying start with Dext Precision. Sign up at the link below. By the end of this introductory course you will be able to:

  • Understand where Dext Precision fits in the process
  • Know the main use cases of Dext Precision
  • Add clients to the platform
  • Navigate around clean-up tools and insights
  • Create your first Flow
  • Access the Practice Dashboard

Asia-Pacific|EMEANorth America (Canada and USA)