The Dext client list gives you a central view of all your clients in one place. From this page, you can review key account details, understand client activity and workload, and quickly navigate into individual client accounts.
Any new clients added to Dext automatically appear in the client list.
Important: If you’re a Standard User in a practice account, you’ll only see the clients you have access to. Some options in the Actions and Manage menus may not be available to you.
How to access the clients list
To access the clients list, select Clients from the sidebar in your practice account.
What you can see in the client list
On the Practice Essentials plan, the client list shows a core set of columns that help you understand client setup, activity levels, and document volumes.
This includes client details, integrations, enabled modules (Dext products), and item counts across areas such as Costs, Sales, Expense claims, and Vault.
How Practice Advanced enhances the client list
If you’re on the Practice Advanced plan, the client list includes additional columns and views that help you prioritise clients and manage bookkeeping workloads more effectively.
Additional columns
Practice Advanced unlocks the following additional columns in the client list:
Practice code
Client responsibility roles
Bookkeeping managed by
Bookkeeping frequency
Next deadline
Item delay
Latest and oldest item dates
Missing and requested paperwork
Additional views
Practice Advanced also adds extra views above the client list. These views help you focus on priority clients and the accounts you’re directly responsible for.
Starred clients: You can star individual clients using the star icon next to the client name. Once at least one client is starred, the Starred tab appears, showing only your starred clients for quick access.
My clients: This tab shows client accounts where you’re set as the Account manager, helping you focus on the clients you’re directly responsible for.
All clients: The All clients tab shows every client you have access to. This is the default view.
Bulk editing bookkeeping settings
You can update bookkeeping settings for multiple clients at once using Bulk edit.
To bulk edit clients:
Select one or more clients using the checkboxes in the client list.
Click Bulk edit at the top of the page.
Update the required bookkeeping settings.
Click Confirm to apply the changes.
You can bulk edit the following settings:
Bookkeeping managed by (Practice or Client)
Bookkeeping frequency
Next deadline
Recurring deadlines
Note: Bulk edits are available only for Business client accounts. These settings don’t apply to Self-employed or Individual (Dext Solo) clients.
What each column means (table)
The columns in the client list help you understand a client’s configuration, activity, and bookkeeping status at a glance. Which columns you can see depends on your plan.
Open to see column definitions
Open to see column definitions
Clients list column | What it shows |
Name | The name of the client account. |
Practice code | An internal reference used by the practice to identify and organise client accounts. |
Integration | The accounting software connected to the client account, such as Xero or QuickBooks Online. |
Client type | The type of client account: Business, Self-employed, or Individual (Dext Solo). |
Modules | The Dext products enabled for the client account, such as Bookkeeping (core Dext features), Data Health & Insights, Commerce Lite, or Payments. |
Account manager | Shows the colleagues assigned to the client as Account managers, Account assignees, or Account reviewers. |
Health score | The client’s health score if Data Health & Insights is enabled. If not enabled, the column appears unavailable. |
Costs items | The number of items currently in the client’s Costs inbox. |
Sales items | The number of items currently in the client’s Sales inbox. |
Expense claims | The number of claims currently in the client's Expense claims inbox. |
Vault files | The total number of files stored in Vault for the client account. |
Bookkeeping managed by | Indicates whether bookkeeping is handled by the Practice or the Client. |
Bookkeeping frequency | The planned bookkeeping review cadence for the client, such as Weekly or Monthly. |
Next deadline | The next scheduled bookkeeping deadline for the client account, if set. |
Suppliers on auto-publish | The percentage of suppliers in the client account with auto-publish enabled. |
Item delay | The average number of days between a document’s issue date and when it’s uploaded to Dext. |
Mobile users | The number of users in the client account who actively use the Dext mobile app. |
Latest item | The date the most recent document was added to the client account. |
Oldest item | The date the oldest document currently in the client account was added. |
Missing paperwork | The number of transactions in connected accounting software that don’t have an item image attached. |
Requested paperwork | The number of transactions where a paperwork request has been sent to the client. |
How to navigate the client list
The client list is designed to make it easy to work through large sets of client data.
Use the left and right arrow buttons to move horizontally through the table and reveal columns that are off screen.
Scroll up and down to move through the list of clients.
Scrollbars appear at the bottom and right-hand side of the table and can be used to navigate horizontally or vertically.
How to customise your view
You can control which columns appear in your client list and how the table is displayed.
To customise the table:
Click Table settings in the upper-right corner of the page.
Select the columns you want to display.
Choose your preferred table density.
Click Apply to save your preferences.
Columns that aren’t available on your current plan appear as locked, with an option to view available upgrades.
Note: These settings apply only to your own view and don’t affect how your colleagues see the client list.
Using the Actions menu
The Actions menu at the top of the client list provides access to tools for bulk client actions and client list–level tasks.
Open Client Sync
Opens the Client Sync tool, which helps you review and resolve client sync issues between Dext and connected accounting software.
Export client data as CSV file
Exports your client list as a CSV file for reporting or offline review.
Upload practice codes
Allows you to upload practice codes for multiple clients at once using a CSV file. This is useful for bulk updates or onboarding large client lists.
Managing and editing clients
From the client list, you can go directly to the relevant area in Dext to manage a client’s account.
To manage a client:
Click Manage next to the client.
Select the option you need.
Available options include:
Manage client’s subscription
Practice access
Manage users
Business settings