The Product hub

The latest innovations, releases and updates from across the Dext product suite.

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Find out more about the features that make Dext more productive, profitable and powerful.

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  • Dext Prepare

Règles Client

Affectez automatiquement vos comptes de TVA, client et de produit à vos factures de vente, pour avoir une meilleure visibilité sur vos ventes en un instant.



Triez et catégorisez automatiquement les données pour gagner un temps précieux.


Productivité du cabinet

Dext Prepare vous accompagne dans la réussite de votre transition digitale afin de rendre votre cabinet plus productif et plus rentable.


Règles fournisseurs

Utilisez les règles fournisseurs pour automatiser l’imputation comptable des achats de vos clients.


Des données fiables

Dext vous permet d'automatiser la saisie et de synchroniser les écritures comptables avec le logiciel de comptabilité de votre choix.



Dext stocke vos données en ligne avec un cryptage de niveau bancaire, pour vous permettre d'y accéder de n'importe où.


Factures de vente

Importez, stockez et gérez les factures de vente depuis votre plateforme Dext Prepare.

Product Showcase

Watch or sign up for Dext’s quarterly Product Showcase, where you can get the latest updates at Dext.

Presenting Dext’s first Product Showcase
April 08, 2021

Presenting Dext’s first Product Showcase

Join our Chief Product Officer, Spiros Theodossiou, and the Dext team as they present the latest updates as well as a sneak peek into what is coming for the rest of the year.

Dext’s latest Product Showcase
August 03, 2021

Dext’s latest Product Showcase

Presenting the latest addition to the Dext product suite, Dext Commerce. Join the team as they update you on our new product and the latest updates to Dext Prepare and Dext Precision.

Register for the next Product Showcase

Join the next Product Showcase to find out the latest news and updates at Dext.

Release logs

Get your monthly updates to new feature releases at Dext.

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  • Expenses
  • Global
  • Precision
  • Costs Workspace
  • Prepare
  • Sales Workspace
  • Web app
  • HMRC
  • UK
  • VAT
  • ApprovalMax
  • Integration
  • Quickbooks Desktop
  • iOS
  • Mobile
  • Android
  • Australia
  • QuickBooks Online
  • Xero
  • Sage50
  • QBD
  • Sage Accounting
  • South Africa

September 2021

Expense account review settings in Precision


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

August 2021

OneDrive cloud storage integration

Costs WorkspaceGlobalPrepareSales WorkspaceWeb 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.

Bulk Client Settings


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.

July 2021

Estimated VAT in Dext Precision – Previous period comparisons


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.

Web app onboarding for clients

GlobalPrepareWeb 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.

ApprovalMax available as a secondary integration


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.

Extract notes for email-in


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.

QuickBooks Desktop integration to allow secondary integration

GlobalIntegrationPrepareQuickbooks Desktop

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

UserVoice available on iOS


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.

UserVoice available on web app

GlobalPrepareWeb 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.

June 2021

New VAT Check Improvements


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.

Android In-App Purchase


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

Precision available with QuickBooks Online

AustraliaIntegrationPrecisionQuickBooks Online

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

Unreconciled Transactions for QuickBooks Online

IntegrationPrecisionQuickBooks OnlineUK

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.

New Resources Panel


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

May 2021

Sales Invoice Email-In

GlobalPrepareSales WorkspaceWeb app

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

ABN Checks: Find ABN number


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.

Multi-Coded Contacts Exclusions


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

Google Single Sign-On


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

GoogleDrive cloud storage integration

Costs WorkspaceGlobalPrepareSales WorkspaceWeb 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.

April 2021

Purchase Order Matching with QuickBooks Online and Xero

Costs WorkspaceGlobalPrepareQuickBooks OnlineWeb appXero

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

Dropbox cloud storage integration

Costs WorkspaceGlobalPrepareSales WorkspaceWeb 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.

March 2021

Admin roles in Precision


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.

Last Bank Statement


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.

Automerging for Suppliers

Costs WorkspaceGlobalPrepareWeb 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.

February 2021

Sage50 Desktop via Dext Connect

Costs WorkspaceIntegrationPrepareSage50UKWeb app

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

ApprovalMax and QuickBooks Online integration

GlobalIntegrationPrepareQuickBooks OnlineWeb app

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

January 2021

QBD via Dext Connect

Costs WorkspaceIntegrationPrepareQBDUKWeb 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.

Sales Invoices for Sage accounting

PrepareSage AccountingSales WorkspaceUKWeb 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.

Customer Rules

GlobalPrepareSales WorkspaceWeb app

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

December 2020

Focus Daily Digest email


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.

Custom Dates on Practice Dashboard


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.

Directors Loan Accounts


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

Suppliers & Supplier rules upload

Costs WorkspaceGlobalPrepareWeb 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.

Sales Invoices for Sage Accounting South Africa

PrepareSage AccountingSales WorkspaceSouth AfricaWeb 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.