Single login for multiple companies. Switch between companies in the Web App.
Instead of logging in and out Receipt Bank accounts, be able to log in once and switch between accounts via single login.
I'm excited to announce that Dext's Multi-account management feature is now live! We've solved the pain of managing multiple logins for separate accounts.
Merge login credentials, add new users, and create new accounts directly within the product. Check out our latest blog from one of our own, Mustafa Roomi for more information. https://dext.com/en/resources/accounting-news/multi-account-management-a-first-look-at-our-long-awaited-feature
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Avana Developments commented
Ability to reassign users between clients using the same email they are signed up with.
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Tanya Rea commented
Confusing with multiple accounts. Can't have one user email address for multiple accounts. Need to create fake email addresses seems ridiculous
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Judy Ryan commented
I have two companies and I need to funnel my receipts from both companies
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Alison Martin commented
Many clients have more than 1 business it would be great to have multiple accounts linked to 1 email address
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Fiona Laming commented
As more clients using this, and some with multiple companies, this is now becoming critical.
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Dionne Sherwood commented
Adding an existing user to another client
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Kunal Ambasana commented
Allow multi company switch in Dext web and mobile apps so you don’t have to keep logging in out of multiple accounts. Adding accounts would be done by the standard auth process and using QR code auth for mobile app
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James Potiphar commented
Solving the Email in piece is critical - setting up all these emails across many entities for 1 person to send to is dire
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James Potiphar commented
Ability to Move a document to a linked Entity, set rules potentially too
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Kathryn A Hanna commented
Client can have multiple companies and switch between them to upload receipts.
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Susan Feltaous commented
Allow the system to toggle between companies when on the desktop version. Currently you can do this via mobile only. Thanks
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Gill Godden commented
Allow our clients to be able to use the same email login address for all of their businesses, rather than having to log in separately
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Delayne Jones commented
Using a client email across multiple franchises
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Paul Burns commented
This would depend on how you work if this would be useful to you. At some point in the day I like to go through and clean out everything I can from Dext. Not just working on one company but all companies. Company 1, then 2, then 3. But the way Dext UI works right now is you have to go into company 1, then back to the dashboard, then select the next company, etc. I believe it would be very beneficial to see a PREV & NEXT for the companies on your dashboard, the same as there is a PREV&NEXT for the entries (costs/sales/xclaims).
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Saul Katz commented
Hi I have multiple companies and it’s getting very difficult forgetting all my logins
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TT - BOS Cloud commented
A lot of our clients have multiple Dext Prepare accounts but have to have separate logins for each one, often with fake email addresses. It would be great to have one login where they can access their different accounts under in a simlar way as we do as Partners of Xero and QBO do.
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mark.mcnee commented
Multiple clients have multiple businesses but can only attach their email address to one Dext file. a Multi client access feature is sorely needed.
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Simone Rosengren commented
I have some older clients who aren't IT literate. I would like them to add their bank login details under the Bank Fetch feature, but because their email address can only be used once, I can't request this from them on multiple entities. It would be great if Dext was like Xero for example - one email address can give you access to many entities. I know there is a dummy email work around, but this doesn't seem like a great solution, and means that other features, like Bank Fetch, aren't useable. Dext is often used behind the scenes for clients, and many have lots of apps they use in their day to day working life. Asking them to login using a dummy login and navigate to the Bank Fetch area doesn't seem like a great solution to me.
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Keith MacArthur commented
I feel the need to chime in on this again. We currently use Dext and another Receipt/Invoice capture system for this reason. We try to do everything to make the process smooth simple for our customers to use the systems we deploy. Because our customers with multiple businesses have to have multiple logins to use Dext we have to set them up in other system that has this functionality. As our customer base grows this is becoming a bigger and bigger problem, probably more than any other item on this list.
I am at a loss trying to understand why this functionality can not be replicated for clients the same as it already is available to accountants today. -
Terry Duzenberry commented
It is becoming a bigger issue all the time that a single user may need access to more than one firm. If this does not get addressed soon we may need to entertain switching to a different product as creating multiple logins for a single user is not very user friendly from a client perspective