The Product hub

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.