Basic Training Dext (NA) - Thursdays

Gain confidence in using Dext Prepare within an hour! In this interactive training session, our expert Onboarding team share best practices for adding clients and colleagues, submitting documents, integrating your new account to work smoothly with your accounting software, and optimising your settings so you can derive value from Dext Prepare from the get-go. Please book your place in the next available session, and we look forward to speaking with you then.

Learning Objectives:

• Create client accounts
• Setup client's account to work with their accounting software
• Submit Costs and Sales items to Dext Prepare
• Review and edit clients' costs and sales items, exporting them to their accounting software
• Add additional users to practice and client accounts