The historical changes check in Data Health & Insights alerts you when transactions have been posted or modified in a period that has already been filed.
Dext uses the Companies House number from Xero to identify the last filing period and the dates accounts were filed for each client, then flags any activity in those closed periods.
To access it, go to a client's account and select Data Health in the left navigation, then select Historical changes under Activity.
Important: The historical changes check is available for Xero clients only and uses Companies House data. It applies to UK clients only.
Who can use this check
The historical changes check is available to practices on Practice Essentials and Practice Advanced plans with the Data Health & Insights add-on.
Setting the date range
Two date controls at the top of the page determine what the check shows:
Period — the accounting period you want to review, typically your client's last filed year
Changes Since — the date from which Dext looks for changes made to that period's data. Set this to your client's filing date to see everything posted or modified since accounts were filed.
Movement by account class
The Movement by account class summary shows the total number of transactions in the Period and the net movement broken down by account class: Revenue, Expense, Asset, Liability, and Equity. This gives you an at-a-glance view of where activity has occurred in the closed period.
Transactions for period since close date
The transactions table lists all transactions posted to the Period, grouped by account. Select the chevron next to an account group to expand it and see individual transaction detail.
The table includes a large number of columns by default, including Contact, Tax Name, Category, Link, Status, Created date, Description, Class, Report Code, Report Category, Tax Type, Effective date, Period, Week, Month, Quarter, Year, Identifier, and Type. Use the Columns button to show or hide columns as needed.
Select View in Xero in the Link column to open a transaction directly in Xero.
Select Export at the top of the page to download the full transaction list as an Excel file.
Syncing and recalculating data
To update the historical changes check, use the buttons at the top of the page:
Sync — pulls the latest data from Xero into Dext
Recalculate — reruns the check against the data already pulled into Dext
If you've made changes in Xero, select Sync first, then Recalculate to see updated results.