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Initial System Setup in Dext


Download your free Initial System Setup in Dext template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Initial System Setup in Dext' templateInitial System Setup in DextReady to StartSetup Dext for your firm and staff — for a free partner trial and complete your profileCompletedSetup your team, users, roles, and send invitationsCompletedPrep systemConnect your GL, add invoice fetch, and connect bank feedsCompletedBuild and optimize your lists (and rules)CompletedEnsure the lists are fully populated (categories, projectx, customers, payment methods)Ready To StartDue TodayReview, edit, and add rules for Suppliers and CustomersReady To StartDue Today

This is the best practice process for setting up Dext to use within your firm and with your clients.

It includes the initial system setup, optimization to use for your firm, and setting up your clients in Dext.

As your practice grows, workflows become more complex. Clients need more. And time gets squeezed. Empower your team with insights into your clients’ finances and workflow. Learn more about Dext.

Download the Template

Download your Initial System Setup in Dext template now.

  • .XLSX File

Add to Karbon

Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling