New features and product updates

Supplier Statements ensure complete and error-free supplier records. You’ll be able to easily keep track of invoices and payments to know exactly what’s been paid and what’s outstanding.

How does it work?

Dext automatically extracts key information from your supplier statements, including the statement date, payable balance, and details of invoices and credit notes. It scans for any missing information and assigns a status to each line, to show you exactly what invoices are already in the system and what invoices are missing. For Xero users, this feature cross-references invoices between Dext and Xero, flagging potential matches.

How does it help?

• Quickly reconcile supplier invoices to save time
• Minimise error and prevent fraud by identifying discrepancies
• Facilitates timely and accurate payments

Customise Precision’s Health Score for more control over client asessments

We’ve listened to customer feedback and are delighted to introduce updates to Dext Precision’s Health Score feature which now enables you to customise the health score calculation, giving you complete control over what makes up your client assessments.

In the Health Score Settings Page, team admins can now;

• Create a health score that is customised to the needs of your practice
• Include the checks and weightings that matter to you
• Remove any existing checks that aren’t relevant  

This lets you offer a more tailored and relevant assessment process to your clients, using the information to provide better insights and proactive recommendations to help their business succeed.

This feature is included free of charge as part of a Dext Precision subscription.

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.

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.

• 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.

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

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

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

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.

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)

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.

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.

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

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

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

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

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

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

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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

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

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

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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 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.

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’.

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 QuickBooks Online 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 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.

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 QuickBooks Online 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 QuickBooks Online and Dext to streamline your approval workflow before sending items to QuickBooks Online.

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.