The Product hub

Set Customer Rules from the item details page in the sales workspace. So you can quickly and easily set up your rules right when you need to.

Unintegrated accounts can now create and apply new categories via the item details section in the sales workspace, as well as assign existing categories.

Reduce the number of clicks you need to make to assign categories to the source document of unintegrated accounts.

Set description rules for both Supplier and Customer Rules giving you instant visibility on the reasons behind customer rule configuration(s).

Get more information about the status of your bank data all in one place. Your quick view into the data you need from Bank Feeds, Bank Statement Extraction, and your connected General Ledger Bank Accounts.

A new icon in Dext Prepare highlights categories that have been assigned by auto-categorisation, visible in the costs workspace and item detail page.

Create document owners for users that don’t have login credentials (email and passwords).
Now, document owners can be invited to use the Dext application.

Export your client list so you can keep a record of all of your clients in Dext Prepare.
We will export 3 fields: Client Name, Client CRN and Practice Code as a CSV.

We want to make sure you’re having a great experience when you use Precision and so we’ve spent time making key performance improvements in the platform. In particular, if you have a large number of client files in Precision you should see some significant speed improvements across the client and flow lists.

We’ve updated the Duplicate contacts feature in Precision for Quickbooks Online users to make it more effective! Because Quickbooks Online treats suppliers and customers as separate contacts, it is common for a contact that is both a supplier and a customer to be two contacts in Quickbooks Online – but this could create a false positive Duplicate Contact in Precision.

To prevent this the Precision Duplicate Contacts feature has been updated for your Quickbooks online clients to show duplicates only when the contact types are matching. This will help to avoid showing false positives where a contact is both a supplier and a customer.

All Enterprise team leads can now get an enterprise view of the Focus Dashboard, so you can see all of the workflows across your teams and clients.

Submit documents without assigning a document owner. Simply naming it ‘None.’ This can be submitted through web upload, Fetch and Dropbox.

Bulk edit Supplier Rules for multiple suppliers in a client account.

Users can update a document owner from the item details page without needing to delete and resubmit.

Partners can now fill in the ‘Practice Code’ field for multiple clients in one go, saving time from manually inputting this information for each client.

Partners have the ability to disconnect or deactivate a client when they have moved on from being a client of the practice business.

With Practice Insights, you can now see and do more with your data in Dext Prepare. Drill down to drive productivity. Benchmark client efficiency. Spot opportunities to optimise capacity. And start making decisions backed by actionable insight.

Upload PDF’s containing multiple items and Dext Prepare will accurately split out the items in a PDF, process them, and forward them to your inbox.

See who has submitted an item in the cost/sales workspace as well as who owns, and who submitted an item in the history of the submission.

Synchronise tax rates from Kashflow and publish items with an associated tax rate.

In Precision you can use all of your clients Xero & Quickbooks Online data to create the reports that matter to you most (no more exporting multiple reports to create your own excel sheets!). To get you started, we have three new reporting templates ready for you to use. With these templates pre-built, you can now jump in and start reporting on:

• Client Activity Stats Review
• Payroll Control Account Reconciliation
• Client Health Review
  

The Precision sidebar has grown since the app was created, and now contains a large list of checks and feature areas, as well as having three versions: the Practice, the Client and the Focus sidebar.
We have now optimised the sidebar to make it scrollable, plus when viewing a specific clients data, there is a new section at the top called ‘Back to team home’.

Our ABN extraction functionality now checks GST Status of the business associated with the ABN that we’ve extracted. Giving our Australian partners useful information that will speed up their workflow and give them more confidence on how to correctly handle items.

Extract and validate ABN’s (Australian Business Numbers) from invoices and receipts for users integrated with an Australian Xero account. If your supplier doesn’t already have an ABN in Xero, we’ll also send the validated ABN there when you publish your item, saving you some manual work.

For items that are automatically reviewed and merged, duplicate items will be deleted and can be found in the submission history.

Apply item merging supplier rules to multiple or all of your existing suppliers.

Set account level item merging rules which will apply to new suppliers.

Any new items that are potential duplicates of an archived item will be shown in the costs inbox.

Use the reviewer modal to review items that we’ve flagged as a potential duplicates as well as choose to automate merges.

Submit sales invoices via the Dropbox submission method. A new ‘Sales Documents’ folder is now available in your Dropbox account. All items saved to this folder will be extracted and sent to their sales inbox.

This field is visible at a client level and can be located in a client account by navigating to Profile > Account details > Practice code.

View the change in the health of your clients books over time with our new Health Score functionality. The Health Score chart on your Client Overview page now shows the historical health scores over the past days, weeks and months to show trends over time. You can use the table view to export the data, and share this with your clients to show the impact of your team’s hard work.

After launching our deep link with Xero last year, we’re excited to now integrate further with QuickBooks Online as well. You can now view any transaction directly in Xero or QuickBooks Online with just a click.
When a ‘Check’ in Precision returns a list of results, just click ‘View in Xero / QuickBooks’ to be taken directly to the item. Creating faster data reviews and peace of mind.

Speed up and simplify your workflow. Better track your clients’ stock levels and profitability by product and service – showing you exactly what they can do to improve, grow and be more profitable.

Save time processing sales documents in QuickBooks Desktop. Minimize marking receipts and sales invoices after publishing by publishing sales credit notes through Dext Prepare.

Use the Dext Connect App and your Sage 50 integration to publish an item through to your Dext Prepare web application. Multiple members of your team can use the app simultaneously and it’s even easier for users to work remotely with the integration.

Share your progress with QuickBooks Online clients by exporting and sharing your workflows with Dext Precision. Previously only available for Xero clients, Flows can be exported to PDF and Excel using the Export button in the top right when viewing a Flow – the PDF export will display high level stats and any comments added for you to share with your client, while the Excel export contains more detail for discussions.

Integrate with both Not on the High Street and Faire – making you the ideal accountant or bookkeeper for clients with independent boutique brands and products.

Dext Commerce now also works with all Amazon Seller Central regions globally, so you can offer your services to the growing number of businesses that sell on Amazon.

You can now view the change in the health of your clients’ books over time with Dext Precision’s new Health Score graph. This brand new chart on the Client Overview shows you historical Health Scores over the last days, weeks and months to see trends over time. Use the table view to export the data, and share with your clients the impact of your team’s hard work.

New QuickBooks Online deep links in Dext Precision allow you to view a transaction directly in QuickBooks with just a click. When a Check in Precision returns a list of results, just click ‘View in QuickBooks’ to be taken directly to the item in your GL, for faster data reviews and peace of mind.

Sales Credit Notes in Dext Prepare allows you to push a negative Credit Note line through to Xero and QBO when automatically processing the uploaded sales item.

MYOB has added Connected Ledger to their product. Dext allows users integrated with this plan to publish Cost items to Spend Money in MYOB.

Combine the functionality of desktop accounting with the speed and accuracy of the cloud by connecting Dext with Sage 50 Desktop through the Connect App.

Onboard Xero clients fast in Dext Precision with our new Bulk Client Import process. When importing Xero clients, you can select multiple clients at once, and use the new step to set client visibility and account managers for each one to save you even more time.

Dext Precision’s new grid enlargement feature allows you to see more data at once from any check card, so you can review transactions faster. You can also use the full-screen view to make the best use of our super-flexible grid features and sort, filter and pivot your way through the data.

Got the next great new idea? You can now make feature suggestions directly in Dext Precision! Just click ‘Resources’ at the top right of your screen to see our new Resources panel – alongside easy access to our training videos and content, select ‘Have Your Say’ to provide feature suggestions, and track them in our User Voice forum.

Precision’s expense account review checks now have addtional customisation options to streamline your reviewing processes.

Track clients’ stock levels and the amount they spend on resources – so you can see exactly what they can do to improve, grow and be more profitable.

On top of using your Credit and Debit card to pay your subscription, businesses can also use Direct Debit. Switch between the two seamlessly from the subscription settings page.

Publish Sales Receipts to QuickBooks Online and get completeness of your sales processes.

Automate your cloud storage with OneDrive. Set up automatic backup for all items in your Sales and Costs inboxes into organized folders in OneDrive.

Speed up team management in Precision with Bulk Client Settings – see and manage who has visibility in your team of each of your clients and assign account managers in a single view.

New business customers get a full understanding of the latest offers and benefits available to them when they subscribe.

For even greater peace of mind during your VAT Return Process, for our HMRC-connected clients, Dext Precision now provides the previous period value with a percentage change for your VAT calculation and Sales and Purchases excluding VAT.

Clients can get the best out of Dext Prepare with better onboarding by offering a clear, assistive web app experience that sets clients on a clear set-up journey.

Users with Xero and QBO can integrate with ApprovalMax and can send the entirety of their items into their main software, and those which require a sophisticated approval into ApprovalMax.

Get completeness of your submissions with email-in note extraction. Add a note to your email-in submission which will automatically be added to the item in Dext Prepare.

Users who are integrated with Quickbooks Desktop can also integrate with additional software.

In your Dext Prepare iOS app, you can now voice your product ideas and suggestions as well as vote for other Dext features using UserVoice.

In your Dext Prepare web app, you can now voice your product ideas and suggestions as well as vote for other Dext features using UserVoice.

Speed up your VAT checks in Precision with our new Box 4 to Box 7 calculation to highlight VAT miscodings for HMRC-connected clients. For Xero users, deep links are now available for cash transactions.

Take out a subscription directly within the Android application enabling self-service directly on mobile.

Integrate your QuickBooks Online account with Precision getting better insights and error-free data.

Get faster regular bookkeeping and Health Score accuracy with Unreconciled Transations in QuickBooks Online. These insights display a summary of the outstanding payments and deposits for the client with the ability to view additional detail for the outstanding payments and deposits for each bank account Precision can identify in QuickBooks Online.

Use our Resource panel to learn Dext basics, develop skills and connect with us at Dext.

Automate your submissions by using email to forward sales invoices to your sales workspace where they will automatically be extracted.

Automatically highlight all missing or invalid ABN numbers in your clients’ accounts, and identify any transactions with inconsistent tax rates. Precision will provide a list of suggested ABN matches from from the Australian Business Register that can be pushed to Xero.

New customisation options in Multi-Coded Contacts will allow you to exclude some combinations of account and tax codes as standard for your clients.

You can sign up to Dext through our website using Single Sign-On to create your account using your Google information.

Set up an automatic backup for all items in Sales and Costs inboxes and/or export all items from the archive into a neat selection of folders in GoogleDrive.

Work more efficiently and cut down the time spent matching purchase orders to cost items with QBO and Xero.

Automate your cloud storage with Dropbox. Set up automatic backup for all items in your Sales and Costs inboxes into organized folders in Dropbox.

Assign team members an ‘Admin’ role in your Precision team. Admins have the same permissions as Team Owners, but you can add as many Admins as you would like.

Broken bank feeds and late statements can leave you behind on what’s really happening for your clients. Using Precision’s Bank Reconciliation check and the new Last Bank Statement Activity metric to ensure the bank account data in Xero is always up to date and fully reconciled, you can ensure you’re informed and in control of your client’s data.

Prevent duplicate items in Dext Prepare with Automerging for Suppliers. You can now automatically merge items for a supplier that has the same date and total amount.

Speed up your data management by connecting Dext with Sage 50 Desktop through the Connect App.

ApprovalMax has integrated with QBO and Dext to streamline your approval workflow before sending items to QBO.

Connect Dext to your client’s Quickbooks Desktop software to easily manage their finances, speed up your data management and work with more businesses without having to change your processes.

Add a sales invoice to Dext to automatically extract due date, invoice and tax information in minutes. Prepare your sales data to be published straight to Sage Accounting, without the need for manual entry.

Use Customer Rules to automatically categorise sales invoices by customers – more time, accuracy and data at your fingertips.

Focus, Precision’s workflow builder, now sends an email to Partners once a day if (only if) they have tasks requiring attention in Precision. This includes Repeating Flows that have become available to start, and Flows that have reached their due date or have become overdue, but are not complete. The preferences for the Focus Daily Digest email can be found in the User Settings area.

The Practice Dashboard always used to show data from the last complete month until now. The new Reporting Mode option ‘Custom Per Client’ will now show the data from each client’s custom reporting period in the Practice Dashboard, as set on the Client Overview. This means you’ll be seeing the data, and health score, most relevant to each client depending on the frequency at which you work with them.

Map your Directors Loan Account codes in Precision and we’ll track them over time, and also alert you when the client has exceeded the threshold for that financial year. You can add this check to your Flow Templates in Focus, to include it in Health Checks, VAT checks and Year End processes

Dext will automatically pull your Suppliers list from the software your account is integrated with. If you are using Dext with a non-integrated accounting platform you can populate it with your own suppliers using a .csv import.

Add a sales invoice to Dext to automatically extract due date, invoice and tax information in minutes. Prepare your sales data to be published straight to Sage Accounting, without the need for manual entry.