Dext

Add costs, sales, and bank data to Dext Solo and code transactions correctly so they appear accurately in reports and submissions.

How to add and code transactions in Dext Solo

Manually create a Costs or Sales document in Dext Solo when you don't have a receipt, using the web app or mobile app.

How to manually create a Costs or Sales document in Dext Solo

Manage the categories list for your Solo clients in Dext, including adding, editing, removing, and importing categories via CSV.

How to manage categories in Dext Solo

Use bank rules in Dext Solo to automatically categorise new transactions in the Bank workspace for your self-employed and landlord clients.

How to use bank rules in Dext Solo

Use Bank Match in Dext Solo to reconcile your clients' bank transactions with their cost and sales items.

How to use Bank Match in Dext Solo

Upload rental statements in Dext Solo to extract income and expense lines automatically for your clients' UK Property income source.

How to add rental statements in Dext Solo

An overview of the Bank workspace in Dext Solo, covering Transactions, Statements, and Accounts, and where it differs from standard Dext.

The Bank workspace in Dext Solo

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Adding and coding transactions

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