Dext tackles all sorts of accounting insights and spots many kinds of errors. These are organised into checks, which you can think of as individual tools or tasks that require review by someone.
What you need to know:
- You can create as many custom checks as you’d like
- All custom checks will be included in the list of checks alongside our data driven checks to choose from at the Creating Flow Templates stage.
Creating Custom Checks
There’s often non-Dext related tasks that you’d like your team members to work on during jobs like Management Reporting or Year End. That’s where Custom Checks come in. You can create your own Custom Checks that can be added to any Workflow Template you like.
To create a custom check you’ll need to be in your Practice account, then click Workflows, Custom Checks and then click the New custom check button.
- Give your Check a name
- Provide a Description for your team members so they know what the check is used for
- Click Save
Edit a Custom Check
If you’ve created a Custom Check that you want to change or update you can edit it by click on the 3 little dots on the right hand side of the check. You’ll have the option to Edit the check or Delete the check. You can also click to open the check and make changes then save it.
Next Steps:
Now that you have created your Custom Checks you can create your Workflow Templates.