Dext invites you to their event

Basic Training Dext (NA) - Mondays

November 25, 2024 14:00 (EST)
About 30 minutes

About this event

In this live training session, you will learn how to add clients, submit documents, and optimize your settings with ease. We will be happy to answer your questions during the session!


Learning Objectives:

  • Create a client account
  • Setup 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, exporting them to their General Ledger
  • Add additional users to your practice's account and your clients' accounts

Hosted by

  • Team member
    T
    Steven Darling Customer Success Manager

  • Team member
    T
    Gael Kombe Partner Success Consultant @ Dext

  • Team member
    PN T
    Pascal Ngo

Dext

Dext makes accountants and the businesses you advise more productive, profitable and powerful with better data and insights.

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