New features and product updates

Learn about our latest product news, updates and enhancements to get the most out of our products and features, to accelerate your accounting digital transformation.

Dextension

Dext Prepare
QuickBooks Online
Xero

The best of Dext, the best of your accounting software. When you need it, where you need it

Dextension seamlessly integrates Dext’s powerful accounting tools into Xero and QuickBooks Online, enabling you to streamline workflows, enhance data accuracy, and save time with single-view, easy-to-toggle features.

Simplify data management and enhance productivity by accessing and activating Dext functionalities directly within your accounting software interfaces.

Key features like viewing previous transaction codings and effortless drag-and-drop file uploads optimize your workflow, reducing time spent on manual entries and data retrieval. With Dextension, you achieve a more efficient, unified operational experience, enabling you to focus on delivering higher-quality accounting services with less effort and greater accuracy.

June 2024

Amazon Commerce Connection

Amazon
Dext Prepare

Automatically collect costs from your Amazon Business account

To enhance your bookkeeping workflow, Dext is upgrading from Fetch to a new, more robust connection, powered by Dext Commerce. This upgrade supports both Amazon Business and Amazon Duo accounts, ensuring reliable, fast, and detailed transaction management.

Key Changes:

  • Transition from Fetch to a direct Dext connection
  • Support for Amazon Business and Amazon Duo accounts, enabling daily syncs and detailed data extraction


Enhancements at a glance:

  • Stable Connectivity: Minimise downtime and reduce the need for frequent re-authentication.

  • Daily Updates: Your transactions are automatically synced every day.

  • Richer Data Extraction: Access detailed transaction data, including tax rates from your Amazon invoices where available.

 

May 2024

Enhancements to Dext Prepare’s Expense Report Space

Dext Prepare
Expenses

Updates to Dext Prepare’s Expense Report space, designed to streamline your workflow and improve efficiency. Here’s what’s new:

New Filters and Column Sorting:

  • Extended sort and filter functionality from the Costs and Sales spaces to Expenses.
  • Addition of ‘Approver’ and ‘Description’ columns to the main table for greater detail and oversight.

Advanced Search:

  • All advanced search features you’ve come to expect in Costs and Sales are now available in the Expenses space, enhancing your ability to find exactly what you need swiftly.

Report Naming Defaults:

  • Use the ‘Report Supplier’ dropdown on the expense report detail page to designate a supplier name that appears in your clients’ accounting software, without sacrificing the ability to publish reports in your system.
  • This update includes options to view the report from the perspective of the employee as the supplier, dive into detailed report views, and examine documents at the line item level for comprehensive oversight.
April 2024

Unintegrated Dext Prepare Accounts: Enhanced In-App Category Adjustments

Dext Prepare
Enhanced Category List editing for unintegrated accounts.
  • Quickly edit categories directly from the list view.
  • Option to select from pre-configured category sets.
  • Ability to duplicate existing category lists and save them.
  • Designed to streamline category management and simplify minor adjustments.
April 2024

Document Content Search

Dext Precision
Dext Prepare

Search documents for additional terms and fields

  • AI-Powered Indexing: Every document word is searchable.
  • Highlighted Results: Find what you need faster with listed highlights
  • Costs & Sales: Available in all search boxes in the costs and sales workspaces
April 2024

Mobile App PDF Upload

Dext Prepare
Prepare

Mobile App PDF Upload

  • Ability to upload PDF files through the Mobile app.
  • Availability for both iOS and Android users
  • Update in response to customer feedback and the increasing receipt of invoices in PDF format.
  • Enables PDF uploads via the in-app gallery.
  • Also enables ‘Share Sheet importing’ for easier PDF file submissions directly from the Files app to Dext
April 2024

Practice Insights: Settings Updates

Dext Prepare

For Dext Prepare Advanced plans, Practice Insights:

  • Centralised filter settings page introduced for Practice Insights Dashboard
  • Bulk configuration feature for client and employee settings
  • Simplified management of bookkeeping practices and team organization
  • Available to partners on the Advanced plan
April 2024

Purchase Order Number Extraction

Dext Prepare

Dext Prepare now automatically extracts PO numbers from Supplier Invoices and other relevant documents. The item details page now includes a field for ‘extracted PO’, and can be published to the accounting software with other invoice details. If the Dext Prepare account is connected to either Xero or Quickbooks Online, Dext will include a supplier-specific drop down of ‘Open POs’ which are dated prior to the bill date. The extracted PO is automatically matched to the correct PO number in the imported drop down.  Flexible user overrides are in place.

March 2024

Integration Management via Mobile App

Dext Prepare

Dext users can now use the mobile app to configure, monitor and manage the integration between Dext Prepare and selected accounting software (without need to access the web app). Both QuickBooks Online and Xero are supported. Access to this feature is subject to user role permissions as in the web app. (Not available in France)

March 2024

Due Date Extraction

Dext Prepare

Dext Prepare now automatically extracts due dates from cost and sales items. Due dates are extracted, and added to the named data field in the item detail screen.

March 2024

Original Dext Prepare Email Trail

Dext Prepare

Introducing the ‘Original Email Trail’ in Dext Prepare: Access the original email for any document directly on the item detail page, in the ’email’ tab between ‘Details’ and ‘Messages’.

Streamline your transaction coding and decision-making with enhanced context for expenses and income submissions, all without needing further clarification from the document submitter.

February 2024

Direct Web Upload Page Limits: Increased to 200

Dext Prepare

Dext Prepare now allows users to make submissions with documents of up to 200 pages at a time, via the ‘Direct Web’ upload method.

 

January 2024

Projects and Tracking Categories: Smart Suggestions

Dext Prepare

Projects and Xero Tracking Categories: Smart Suggestions

Dext Prepare now adds a smart suggestion to fields in the Costs or Sales spaces that are based on Xero Tracking Categories, or projects from other accounting software tools. Dext Prepare uses machine learning to automate a pre-filled suggested value based on recent transaction behaviours

  • Smart Suggestions can be automatically applied via the System Settings page by setting ‘Auto-apply smart suggestions’ to ON.
  • Suggested value can be added instantly, or adjusted
December 2023

Dext Prepare: iPad Support

Dext Prepare

Increased Screen Size for Dext Prepare on iPad

  • A new interface for iPad users with an increased screen size
  • Use Dext Prepare on-the-go
  • More iPad updates to come in 2024
December 2023

Table Density Presentation

Dext Prepare
Dext Solo

Dext Prepare and Dext Solo users can now manage the presentation of data in the Cost and Sales workspaces. Data rows can be configured for presentation in the following formats:  ‘Wide’ (default), ‘Medium’ or ‘Narrow’.

Where is it?
The table density selector can be found in the table settings dropdown (Cog icon, top right) in the Costs and Sales workspaces in both Dext Prepare and Dext Solo accounts

December 2023

New Client List View

Dext Precision
Dext Prepare
Dext Solo
A new way to view all of your Dext Prepare, Dext Solo and Dext Precision clients in one view. Access clients and manage user access for client accounts across your team members.
November 2023

Inline Calculator

Dext Prepare

This new functionality aims to enhance your experience by providing a convenient way to perform calculations directly within the web-app

August 2023

Client Integration List Merge Tool

Dext Prepare

Introducing the List Merge Tool: Easily migrate client lists between integrations, preserving supplier rules, so they don’t need to be rebuilt when a user moves to a different accounting ledger

July 2023

Tax code handling

Dext Prepare
Integration

When turning the ‘use tax list’ integration setting off, taxes hidden by this setting previously will become visible and be applied to items again. This will mostly affect archived items, but could impact some items in the inbox.

June 2023

Improved Audit Trail for Xero users

Integration
Xero

Additional entries have been added to the history section of transactions in Xero. Including who uploaded the item to Dext and who published it from Dext to Xero.

June 2023

Tax list improvements

Dext Prepare

The tax list has been revamped within Dext Prepare. Now you get a cleaner, more functional view of your tax codes.

May 2023

Tax list for integrated users

Dext Prepare
Integration

The tax list is now visible to integrated accounts. On top of your tax codes being synced from your integration, they can now also be viewed from within Dext.

May 2023

Item details page publishing error and validation rework

Dext Prepare

The item detail page shows the item’s status by highlighting publishing error messages and validations, making it more visible if there are issues related to your integration.

May 2023

Dext Prepare: MYOB image republishing

Dext Prepare
Integration
MYOB

MYOB integrated customers have the option to publish an image associated with the item again in the case it didn’t send with the first publishing attempt.

May 2023

Dext Commerce: COGS & Updated SKU Matching

Dext Commerce

Our updated SKU matching feature enables you to synchronise your inventory quantity, asset and cost of goods sold accounts automatically across to both QuickBooks Online and Xero. Saving time and avoiding errors.

May 2023

Dext Prepare: Expense Reports within Mobile

Dext Prepare
Expenses
Mobile

Expense Reports within the Dext mobile app makes it easier than ever to create, add, and approve expenses on the go, providing flexibility, efficiency, and better financial control.

May 2023

Dext Prepare: Filter page setup for Practice Insights

Dext Prepare

Streamline Practice Insights filter set-up process with our new centralised location in Prepare. With the bonus of bulk applying and bulk editing filters, our users can save time and focus on the tasks that matter most to them.

April 2023

Multiple accounts with one login

Dext Precision
Dext Prepare

Simplify and merge multiple logins with Dext’s new Multi-account management. Easily merge email logins to one account and switch between businesses and practices within Dext using the new user settings icon, merging tool, and account switcher.

April 2023

Dext Commerce: Transaction Data CSV Exports

Dext Commerce
Ecommerce
Exports

Access exactly the transaction data you need for your CSV export. Use filters to include and remove the required data points and export straight to CSV for instant analysis.

April 2023

Dext Prepare: Unintegrated Tax Rates

Dext Prepare

Unintegrated accounts can view the tax list, create and manage tax rates and apply them to items within Dext Prepare.

March 2023

Dext Commerce: Amazon Seller Central Integrations

Dext Commerce
Integration

Dext Commerce now integrates with all Amazon Seller Central regions including Brazil, Egypt, India, Japan, Saudi Arabia, Singapore, Turkey and the UAE.

February 2023

Dext Commerce: New Integrations

Dext Commerce
Integration

Dext Commerce now integrates with OnBuy, Not On The High Street, Faire, BigCommerce, Klarna and Prestashop

February 2023

Dext Prepare: Split line items and apply tax codes for FreeAgent

Dext Prepare
FreeAgent
Integration

Within Dext Prepare,  split invoices and receipts into line items and apply tax codes before sending them to FreeAgent. This will reduce the need for additional edits in FreeAgent and allow for more detailed accounting.

February 2023

Dext Prepare: Default item type for QuickBooks Online

Dext Prepare
Integration
QuickBooks Online

Remove the repetitive task of setting the item type for multiple sales items. Now, QuickBooks Online users can choose a default item type to be applied to all of their sales items.

February 2023

Dext Prepare: Publishing Sales items to Xero as paid

Dext Prepare
Integration
Sales Workspace
Xero

Publish sales items as paid from Dext Prepare to Xero. Mark the item as paid and associate it with the right bank account to reduce additional work in Xero. Together with customer rules, you can get further automation to your sales workflow.

February 2023

Dext Commerce: Amazon Business

Dext Commerce
Integration

Dext Commerce now integrates with Amazon Business in Canada, United States, United Kingdom and France.

December 2022

Dext Prepare: Receive eInvoices

Australia
Dext Prepare
Web app

With eInvoicing offering a more efficient and secure way for businesses to transact, Dext Prepare has your eInvoicing submissions covered. On top of our extensive list of submission document types, you can now receive eInvoices in Dext Prepare giving you a centralised repository to receive, process and categorise your data before you publish to other integrated systems.

 

Set up new Supplier Rules, or automatically apply the ones you have already established and continue to streamline your bookkeeping and pre-accounting processes. You can also bulk categorise line items to save even more time.

November 2022

Improved Android App

Android
Dext Prepare
Global
Mobile

Experience the full power of Dext on your Android device with the new and improved mobile experience. Enjoy enhanced accessibility and improved functionality, including:

  • Effortless access to your archive of receipts and expense reports
  • A clear and organized view of your receipts, categorized by timeline and processing status
  • Centralized control over your costs, sales invoices, expense reports, and settings
  • Advanced filtering and sorting options for your cost items
  • Quick access to your Sales Workspace, streamlining your workflow on the go.
November 2022

Missing Bank Statement Submission Detection

Bank Workspace
Dext Prepare
Global
Web app

Dext’s Missing Periods detection feature significantly improves your productivity by quickly identifying and alerting you to any missing submissions in your bank statements, saving you valuable time and effort tracking them down.

November 2022

Bank Transactions page improvements

Bank Workspace
Dext Prepare
Global
Web app

The Bank Transactions page has been upgraded to offer superior export functionality. Gone are the limitations of exporting only based on date ranges – you now have the flexibility to handpick, search and filter transactions before exporting or downloading your personalized selection for enhanced convenience and efficiency.

November 2022

Request Paperwork replaces Outstanding Paperwork

Bank Workspace
Dext Prepare
Global
Web app

The Request Paperwork feature delivers the same functionality as the previous Outstanding Paperwork feature with added benefits. Create comprehensive reports on unmatched bank transactions easily and send them to your team or, as a Dext Prepare Partner, directly to your clients for speedy resolution. They will immediately see what’s missing and take action to submit the necessary paperwork, saving you time and streamlining your workflow.

October 2022

Smart Split Rules for sales invoices

Dext Prepare
Sales Workspace
Web app

Set up rules to split VAT and if necessary categories for sales invoices. Split invoices into multiple line items, helping you automate this process for a specific customer.

October 2022

Deep link from Xero to Dext

Dext Prepare
Integration
Web app
Xero

We’ve made it easier and more convenient with our new addition – a deep link to the item detail page for every item published to Xero. This feature adds significant value by providing seamless navigation and quick access to item details.

October 2022

Setup Customer Rules from the item details page in the sales workspace

Dext Prepare
Web app

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.

September 2022

Create and apply new categories for unintegrated accounts

Dext Prepare
Web app

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.

September 2022

Set description rules for Customer Rules

Dext Prepare
Web app

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

September 2022

Introducing a new Bank Overview Page

Dext Prepare
Web app

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.

September 2022

Highlighting categories assigned by auto-categorisation

Global
Prepare

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

August 2022

Introducing Document Owners

Dext Prepare
Global

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.

August 2022

Ability to Export a Client List

Dext Prepare
Global

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.

August 2022

Performance Improvements

Dext Precision
Global

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.

July 2022

QuickBooks Online Duplicate Contacts update

Australia
Canada
Dext Precision
UK
USA

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.

 

July 2022

Enterprise view of the Focus dashboard

Dext Precision
Global

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.

July 2022

Not selecting a document owner when submitting an item

Dext Prepare
Global
Integration

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

July 2022

Bulk editing supplier rules in a single client account

Dext Prepare
Global

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

July 2022

Update document owner post submission

Dext Prepare
Global

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

June 2022

Bulk Upload for Practice Code

Dext Prepare
Global

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.

June 2022

Disconnect or deactivate a client

Dext Prepare
Global

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

June 2022

Practice Insights for Optimize partners

Dext Prepare
Global

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.

June 2022

Auto PDF Splitting

Dext Prepare
Global

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.

June 2022

Document Owners submission information improvements

Dext Prepare
Global

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.

June 2022

Tax rate sync and publishing for Kashflow

Dext Prepare
Integration
Kashflow

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

June 2022

Monitor Shareholders Loan Accounts

Canada
Dext Precision

In Dext Precision you can now track the activity and history of multiple Shareholder Loans Accounts in one place. Select multiple GL Accounts together as a group and they’ll be shown as a single control account, just like the regular control accounts.

May 2022

New Report templates

Australia
Canada
Dext Precision

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
April 2022

New Sidebar Layout

Dext Precision
Global

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’.

April 2022

ABN Functionality update – GST Status

Australia
Dext Prepare
Web app

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.

April 2022

ABN Validation check for Xero

Australia
Dext Prepare

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.

April 2022

Automatic merge function

Dext Prepare
Global

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

March 2022

Bulk edit in supplier lists

Dext Prepare
Global

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

March 2022

Account level rule

Dext Prepare
Global

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

March 2022

Merging archived items

Dext Prepare
Global

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

March 2022

Review potential duplicates rule

Dext Prepare
Global

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

March 2022

Dropbox Submission Method for Sales invoices

Dext Prepare
Global
Integration
Sales Workspace

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.

February 2022

New field, ‘Practice Code’

Dext Prepare
Global

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

February 2022

Track the health of your clients’ books over time

Dext Precision
Global
Health Score

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.

February 2022

View transactions directly in Xero and QuickBooks Online

Dext Precision
Global

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.

January 2022

Publish cost items with products and services in Dext Connect with your QuickBooks Desktop integration

Canada
Dext Connect
Dext Prepare
QuickBooks Desktop
UK
USA

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.

January 2022

Publish sales items as either Receipts or Credit notes in Dext Connect with your QuickBooks Desktop integration

Canada
Dext Connect
Dext Prepare
QuickBooks Desktop
UK
USA

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

January 2022

Sage 50 Canada and QuickBooks Desktop Web Publishing

Canada
Dext Connect
Dext Prepare
Sage 50 CA

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.

January 2022

QuickBooks Client Flow Exports in Dext Precision

Dext Precision
Global
QuickBooks Online

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.

December 2021

New integrations for Dext Commerce

Amazon
Dext Commerce
Faire
Not on the High Street

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.

November 2021

Health Score Over Time

Dext Precision
Global
Health Score

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.

November 2021

QuickBooks Online Deep Links

Dext Precision
Global
QuickBooks Online

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.

November 2021

Sales Credit Notes for Xero & QuickBooks Online

Dext Prepare
Integration
QuickBooks Online
Web
Xero

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

November 2021

MYOB plan supported: Connected Ledger

Dext Prepare
Integration
MYOB
Web

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

November 2021

Sage 50 Desktop Canada via Dext Connect

Canada
Costs Workspace
Dext Prepare
Integration
Sage50
Web app

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.

October 2021

Bulk Client Import in Dext Precision

Dext Precision
Global
Xero

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.

October 2021

Enlarging grid results in Dext Precision

Dext Precision
Global

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.

October 2021

UserVoice available in Dext Precision

Dext Precision
Global
Web app

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.

October 2021

Expense account review settings in Precision

Dext Precision
Expenses
Global

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

September 2021

Products & Services for QuickBooks Online & Xero

Costs Workspace
Dext Prepare
Global
Integration
QuickBooks Online
Web app
Xero

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.

September 2021

Direct Debit available for businesses

Dext Prepare
Global

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.

September 2021

Sales Receipts for QuickBooks Online

Costs Workspace
Dext Prepare
Global
Sales Workspace
Web app

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

September 2021

OneDrive cloud storage integration

Costs Workspace
Dext Prepare
Global
Sales Workspace
Web app

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

August 2021

Bulk Client Settings

Dext Precision
Global

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.

August 2021

Understand the value of Dext when businesses purchase a new plan

Dext Prepare
Global

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

August 2021

Estimated VAT in Dext Precision – Previous period comparisons

Dext Precision
HMRC
UK
VAT

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.

July 2021

Web app onboarding for clients

Dext Prepare
Global
Web app

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.

July 2021

ApprovalMax available as a secondary integration

ApprovalMax
Dext Prepare
Global
Integration

Users with Xero and QuickBooks Online 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.

July 2021

Extract notes for email-in

Dext Prepare
Global

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.

July 2021

QuickBooks Desktop integration to allow secondary integration

Dext Prepare
Global
Integration
QuickBooks Desktop

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

July 2021

UserVoice available on iOS

Dext Prepare
Global
iOS
Mobile

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.

July 2021

UserVoice available on web app

Dext Prepare
Global
Web app

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.

July 2021

New VAT Check Improvements

Dext Precision
UK
VAT

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.

June 2021

Android In-App Purchase

Android
Dext Prepare
Global
Mobile

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

June 2021

Precision available with QuickBooks Online

Australia
Dext Precision
Integration
QuickBooks Online

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

June 2021

Unreconciled Transactions for QuickBooks Online

Dext Precision
Integration
QuickBooks Online
UK

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.

June 2021

New Resources Panel

Dext Prepare
Global

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

June 2021

Sales Invoice Email-In

Dext Prepare
Global
Sales Workspace
Web app

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

May 2021

ABN Checks: Find ABN number

Australia
Dext Precision
Xero

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.

May 2021

Multi-Coded Contacts Exclusions

Australia
Dext Precision
UK

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

May 2021

Google Single Sign-On

Dext Precision
Dext Prepare
Global

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

May 2021

GoogleDrive cloud storage integration

Costs Workspace
Dext Prepare
Global
Sales Workspace
Web app

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.

May 2021

Purchase Order Matching with QuickBooks Online and Xero

Costs Workspace
Dext Prepare
Global
QuickBooks Online
Web app
Xero

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

April 2021

Dropbox cloud storage integration

Costs Workspace
Dext Prepare
Global
Sales Workspace
Web app

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

April 2021

Admin roles in Precision

Australia
Dext Precision
UK

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.

March 2021

Last Bank Statement

Australia
Dext Precision
UK
Xero

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.

March 2021

Automerging for Suppliers

Costs Workspace
Dext Prepare
Global
Web app

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.

March 2021

Sage 50 Desktop via Dext Connect

Costs Workspace
Dext Prepare
Integration
Sage50
UK
Web app

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

February 2021

ApprovalMax and QuickBooks Online integration

Dext Prepare
Global
Integration
QuickBooks Online
Web app

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

February 2021

QBD via Dext Connect

Costs Workspace
Dext Prepare
Integration
QBD
UK
Web app

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.

January 2021

Sales Invoices for Sage accounting

Dext Prepare
Sage Accounting
Sales Workspace
UK
Web app

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.

January 2021

Customer Rules

Dext Prepare
Global
Sales Workspace
Web app

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

January 2021

Focus Daily Digest email

Australia
Dext Precision
UK

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.

December 2020

Custom Dates on Practice Dashboard

Australia
Dext Precision
UK

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.

December 2020

Monitor Directors Loan Accounts

Dext Precision
UK

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

December 2020

Suppliers & Supplier rules upload

Costs Workspace
Dext Prepare
Global
Web app

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.

December 2020

Sales Invoices for Sage Accounting South Africa

Dext Prepare
Sage Accounting
Sales Workspace
South Africa
Web app

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.

December 2020