In order for the Agile team to have access to your Dext account, we need to be added as an Accountant User.
Please use admin@agilebk.com when inviting Agile to systems such as Dext.
To add an Accountant User:
- Navigate to the Accountant page in the My Profile section of the sidebar.
You also access this page via your homepage, by going to Invite your accountant and clicking the Invite Accountant button.
- Once on the Accountant page, enter admin@agilebk.com in the email address field, then click Send invite.
- Click Allow access. We will be given permission to access your account and view, edit and publish your uploaded paperwork.
When the connection is successful, you will see this notification.
That's it! We should receive an invite to join your Dext account as an accountant once the above steps are complete, and we can get things moving 🥳