To change your Dext Business plan, go to Business settings > Subscription > Change plan. From there, you can adjust your user and document allowance, switch your billing term, and review your add-on credits.
Before you start
This article applies to Dext Business accounts only.
You'll need to be a Business Admin to access Subscription settings. If you can't see the Subscription page, contact your account administrator.
Dext Business plans are tiered - each tier increases your users, documents, and included add-on credits together. You can't increase one without the other.
Change your plan
To change your plan, follow these steps:
Go to Business settings > Subscription.
Select Change plan in the Bookkeeping section.
Select Monthly or Annual at the top of the page to set your billing term. Annual plans are billed upfront for the year and save 20% compared to monthly.
Use the − and + buttons in the Customise a plan tile to set the number of users you need. The document allowance and included credits update automatically.
Select Upgrade or Downgrade to proceed.
Review your add-on credits and adjust any prepaid bundles if needed, then select Continue.
Review your new plan details - including the start date and next invoice - then confirm.
Note: Upgrades take effect immediately, and a prorated invoice is issued. Downgrades - including switching from annual to monthly billing - take effect after your next renewal date, as your current plan has already been paid for.
Add-on credits
Some Dext features use credits in addition to your core plan. Each plan includes a set number of credits for these features.
If you use more than your included amount, you're charged pay-as-you-go rates. You can reduce the cost per unit by purchasing a prepaid bundle instead.
The features that use credits are:
Bank Statement Extraction - extracts transaction data from PDF bank statements
Supplier Statement Extraction - extracts and reconciles data from supplier statements
Line Item Extraction - extracts data line by line from receipts, bills, and invoices
Boost - speeds up processing time for submitted items
Your included credits and current usage are shown in the Credits section of the Subscription page.
Note: You can't buy additional users or document extraction allowance as an add-on. If you need more users or documents, you need to change your plan.
Buy a prepaid bundle
Prepaid bundles give you a fixed monthly allowance at a lower rate than pay-as-you-go. Bundles are available from 50 units, in increments of 50 - for example, 50, 100, or 150 sheets of Bank Statement Extraction per month.
Your bundle billing term matches your base plan. If you're on an annual plan, bundles are billed annually. If you're on a monthly plan, bundles are billed monthly. The allowance renews each month either way.
Buying or upgrading a bundle works the same way as a plan upgrade - it takes effect immediately, and a prorated discount is applied for any unused period on your existing bundle.
To buy a bundle:
Go to Business settings > Subscription.
In the Credits section, select Buy bundle next to the feature you want.
Use the − and + buttons to set the number of units per month.
Select Continue and complete the purchase.
Frequently asked questions
When does a plan change take effect?
When does a plan change take effect?
Upgrades take effect immediately. A prorated invoice is issued, and a new contract starts from the upgrade date.
Downgrades - including switching from annual to monthly billing - take effect after your next renewal date, as your current plan has already been paid for.
Can I temporarily upgrade my plan?
Can I temporarily upgrade my plan?
Yes, but the timing depends on your billing term.
If you're on a monthly plan, you can upgrade immediately and request a downgrade straight away. Your plan will return to the lower tier from the following month.
If you're on an annual plan, any upgrade applies for a full year from the upgrade date. A downgrade request will take effect once that prepaid period ends - it won't apply the following month.
Do unused credits roll over at the end of the month?
Do unused credits roll over at the end of the month?
No - both included credits and pre-paid bundle allowances reset at the start of each billing month. Any unused credits don't carry over.
Can I cancel or downgrade a bundle?
Can I cancel or downgrade a bundle?
Yes. Bundles can be cancelled or downgraded independently of your plan.
To cancel a bundle:
Go to Business settings > Subscription.
In the Credits section, select Change bundle next to the relevant feature.
Select Pay as you go to remove the bundle. The change takes effect from your next billing date.
If you're on a monthly plan, you can cancel at any time.
If you're on an annual plan, you can only cancel or downgrade within 30 days before your renewal date. Outside of that window, the Pay as you go option won't be available.