Dext

The Health Score in Data Health & Insights measures bookkeeping health as a percentage for each client. Customise which checks it uses and track changes over time.

How to use the Health Score in Data Health & Insights

Connect a client's Xero or QuickBooks Online account to Data Health & Insights to sync their data and start running checks.

How to connect a client to Xero or QuickBooks Online for Data Health & Insights

Insights in Dext give practices data at two levels: across your whole practice and within individual client accounts. This article explains what's available, what each insight does, and what you…

What are Insights in Dext?

Connect Xero or QuickBooks Online clients to run automated data quality checks, unlock client-level Insights, and make Workflows intelligent.

What is Data Health & Insights?

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Data Health & Insights

Review transactions posted to a closed accounting period for a Xero client from Data Health in Dext.

Using the Historical changes check

Check fixed asset accounts, draft assets, and depreciation reconciliation for a Xero client from Data Health in Dext.

Using the Fixed assets reconciliation check

The Unreconciled Transactions check in Data Health & Insights shows outstanding payments and deposits for QuickBooks Online clients using ledger data from QuickBooks.

Using the Unreconciled Transactions check

The duplicate contacts check in Data Health & Insights identifies potential duplicate contacts in your client's Xero or QuickBooks Online account.

Using the Duplicate contacts check

The Contact defaults check in Data Health & Insights identifies Xero contacts that are ready for account code or tax type defaults to speed up reconciliation.

Using the Contact defaults check

The duplicate transactions check in Data Health & Insights identifies potential duplicate invoices and bank transactions in Xero and QuickBooks Online.

Using the Duplicate transactions check

The Dormant accounts check in Data Health & Insights identifies GL accounts with no transaction activity since a date you set so that you can archive or dismiss them.

Using the Dormant accounts check

Monitor PAYE, net wages, pension, directors loan, and dividends control accounts for a client from Data Health in Dext.

Using the Control accounts check

The Bank Reconciliation check in Data Health & Insights shows unreconciled transactions and outstanding payments for Xero clients.

Using the Bank Reconciliation check

The ABN validation check identifies contacts with missing or invalid ABNs and flags transactions with inconsistent GST treatment for Australian Xero clients.

Using the ABN validation check

The Multi-coded contacts check in Data Health & Insights identifies contacts with inconsistent account or tax code coding across their transactions.

Using the Multi-coded contacts check

The Corporation Tax check estimates corporation tax for Xero clients using UK tax rates and your client's financial year-end dates from Xero.

Using the Corporation Tax check

Monitor Xero lock date changes and ensure lock dates are set correctly for your clients from Data Health in Dext.

Using the Lock date history check

Review VAT transactions, scheme thresholds, HMRC status, and tax coding for a Xero client from Data Health in Dext.

Using the VAT return checks

Track prepayment activity and monitor unreleased balances for a Xero client from Data Health in Dext.

Using the Prepayments tracker

The Transaction cleanup check shows QuickBooks Online transactions that are parent-coded, uncategorised, or missing a contact, so you can fix them from one place.

Using the Transaction cleanup check

Sync and recalculate your client's data in Dext to keep Data Health checks, Insights, and Workflows up to date after changes in Xero or QuickBooks Online.

How to sync and recalculate data in Data Health & Insights

Track staff entertainment spend against the HMRC threshold and review irrecoverable VAT on business entertainment from Data Health in Dext.

Using the Entertainment accounts check

Review bank reconciliation, account code review, tax code review, multi-coded contacts, and high-value transactions for an Australian Xero client from Data Health in Dext.

Using the GST return checks

Data Health

The Activity Stats insight tracks a client's transaction volume and turnover across sales, bills, bank transactions, and manual journals.

Using the Activity Stats insight

The Sales Analysis insight shows a client's revenue by customer segment, including each customer's contribution and reliance percentage.

Using the Sales Analysis insight

The Benchmarking insight compares a client's turnover or expenses against other businesses by company age, industry, or region.

Using the Benchmarking insight

The Cost Analysis insight tracks a client's expenses by supplier or account over time and flags periods with unusually high activity.

Using the Cost Analysis insight

The Aged Balances insight shows aged receivables, payables, overpayments, and draft invoices for a client at a selected reporting date.

Using the Aged Balances insight

The Metrics insight shows key business KPIs for a client, including revenue movement, net assets, and customer and supplier reliance.

Using the Metrics insight

The Report creator lets you build custom reports from a client's general ledger data using flexible columns, grouping, and filters.

Using the Report creator

Client Level Insights

The Bookkeeping insight shows practice-level data on items to action, submissions, client activity, and supplier rules performance.

Using the Bookkeeping insight

The MTD for VAT insight shows VAT return periods, filing status, and payment data across all your clients in one configurable table.

Using the MTD for VAT insight

The Deadlines insight shows HMRC and Companies House deadlines across your clients, with traffic light alerts for due and overdue dates.

Using the Deadlines insight

The Practice insight shows key client metrics across your whole practice in one configurable, exportable table.

Using the Practice insight

The Activity insight shows transaction volumes across all your clients month by month, with month-on-month and year-on-year comparisons.

Using the Activity insight

The Data Health insight shows practice-level Health Scores, workflows, lock dates, directors loan accounts, and transaction activity.

Using the Data Health insight

The Custom insight stores your saved practice-level reports. Dext includes pre-built reports to use or customise as a starting point.

Using the Custom insight

The Time spent insight shows how effort is distributed across your practice, clients, and team to support planning and resourcing.

Using the Time spent insight in Dext

The Workflows insight shows all workflows across your practice with status, progress, assignees, and period details in one configurable table.

Using the Workflows insight

Practice Level Insights

Connect your HMRC Agent Account to Dext to track VAT obligations, filing status, and payment data across all your clients. (126 characters)

How to connect Dext to HMRC for VAT (UK only)

Connect Data Health & Insights to GoProposal to pull Health Scores and activity metrics into your client pricing.

How to connect Dext to GoProposal

Connect Dext to Senta to display Health Scores for your clients in Senta's client lists and records.

How to connect Dext to Senta

Use the Data Health & Insights RESTful API to extract client data. Generate and manage authentication tokens from Practice settings.

Data Health & Insights API

Integrations

Workflows

Reviewers check completed workflows before they're marked as done. Add up to 2 reviewers per workflow and manage the review process from the Workflow List.

Using reviewers in workflows

Work through checks, add comments, upload files, and mark a workflow as complete. Workflows are accessed from the Workflow List in your Practice account.

How to complete a workflow

The Workflow List shows all workflows across your practice. View, filter, sort, and manage workflows from one place in your Practice account.

Using the Workflow List

Completing Workflows

Workflow Templates define the checks included in a workflow. Create your own templates or use Dext's pre-built ones and add them to any workflow.

How to create and manage Workflow Templates

Create your own checks in Dext to cover tasks specific to your practice, and add them to any Workflow Template alongside the built-in checks.

How to create and manage custom checks

Workflows help you standardise and manage recurring client work in Dext. Learn how Workflows, templates, and checks fit together.

What are Workflows in Dext?

Repeating workflows run automatically on a schedule or triggered by a client event, creating a new workflow instance each time. Create and manage them from your Practice account.

How to create a repeating workflow

Client tags let you group clients and add them to workflows in bulk. Create and manage tags from the Tags page in your Practice account.

How to create and manage client tags

One-off workflows run once for one or more clients. Create them from the Workflow List in your Practice account in five steps.

How to create a one-off workflow

Creating Workflows

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