Dext

Teodora

Alexander

Get started with Dext's add-ons and advanced features

Add-ons & advanced features

Dext AI Assist is an intelligent bookkeeping agent that automates repetitive bookkeeping tasks  - categorisation, field updates, and line item processing - using AI-powered suggestions.

What is Dext AI Assist?

Learn how to enable Dext AI Assist, track usage, and get started with AI-powered suggestions - for practices and businesses.

Getting started with Dext AI Assist

Create and manage Account guidance in Dext — individual account-level rules for standalone businesses and client accounts within a practice.

Dext AI Assist: Account guidance

Activate and manage Core guidance in Dext — a free, read-only library of compliance-based rules built by Dext, available for practices and direct business accounts in UK, France, and Australia.

Dext AI Assist: Core guidance

Create and manage Shared guidance in Dext — centrally managed guidance rules for practices to apply across client accounts.

Dext AI Assist: Shared guidance

Track how your guidance rules are performing in Dext AI Assist — see suggestions triggered, applied, and dismissed for each rule.

Dext AI Assist: Review suggestion performance

Enable, manage, and refine Dext AI Assist to automate bookkeeping tasks.

Dext AI Assist

Manage MTD for Income Tax for sole trader and landlord clients.

Dext Solo

Dext Solo is HMRC-recognised MTD IT software for accountants managing sole trader and landlord clients. Here's how to get started.

Getting started with Dext Solo

Add a self-employed client to Dext Solo — set up their details, income sources, and colleague access in one flow. UK practices only.

How to add a Dext Solo client

Move a bookkeeping client to Dext Solo to manage sole trader and landlord income sources, tax reports, and MTD submissions in one place.

How to move a client to Dext Solo

Connect your Dext practice and Solo clients' income sources to HMRC to manage MTD for Income Tax submissions from Dext.

How to connect Dext to HMRC for MTD for Income Tax

Set Standard (fiscal) or Calendar quarters for a Solo client's income source, whether or not it's connected to HMRC.

How to change the quarterly period type for a Solo client

Give Solo clients access to their tax reports and the ability to submit quarterly MTD updates to HMRC directly from their own Dext login.

How to enable client submissions in Dext Solo

Submit your quarterly MTD for Income Tax updates to HMRC from the HMRC submissions page in Dext Solo.

How to prepare and submit quarterly HMRC updates in Dext Solo

Connect multiple HMRC agent reference numbers (ARNs) in Dext Solo and assign the right one to each client.

How to manage multiple HMRC ARNs in Dext Solo

Getting started

Add self employment or UK property income sources in Dext Solo to assign and categorise transactions for MTD and tax reporting.

How to add and manage income sources in Dext Solo

Add rental properties to a Solo client's account and assign income and expense documents to them to track transactions by property.

How to add and manage rental properties in Dext Solo

Manage jointly let properties in Dext Solo, including ownership splits, co-owners, and beneficial interest reporting.

How jointly let properties work in Dext Solo

Income sources and properties

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

Adding and coding transactions

Use the Items to review report in Dext Solo to quickly identify and resolve errors before filing, with all issues displayed in one organised, date-ordered list.

Using the Items to review report in Dext Solo

Use the transaction summary in Dext Solo to review income and expenses by category, filter by income source or property, and export to CSV.

Using the transaction summary in Dext Solo

Use the tax report in Dext Solo to review SA103F or SA105 totals by tax year, compare periods, and export figures for tax returns.

Using the tax report in Dext Solo

Track Making Tax Digital for Income Tax obligations across your practice. Monitor overdue and upcoming quarterly updates, filter by status or team, and prioritise MTD IT work in one dashboard.

Using the MTD IT obligations dashboard

Solo converts foreign currency bank transactions to GBP in reports and HMRC submissions using the exchange rate for each transaction date.

How Dext Solo handles foreign currency bank transactions

Reports and review

Complete a one-time setup in Dext Solo to add business details, payment info, and numbering before creating sales documents.

How to set up sales invoicing in Dext Solo

Create and share sales invoices, quotes, and credit notes in Dext Solo from the Sales workspace.

How to use sales invoicing in Dext Solo

Sales invoicing

Enable CIS for a self-employed client in Dext Solo, apply CIS categories, and track CIS suffered in reports.

How to use CIS for self-employed clients in Dext Solo

View and manage bank feeds and transactions in the Bank workspace in the Dext mobile app for Solo clients.

How to use the Bank workspace in the Dext mobile app for Dext Solo

Additional features

Learn how to set up and use Dext’s Payments feature. This step-by-step guide covers enabling Payments, completing KYC verification, and making your first payment - for both accountants and their…

Dext Payments: Quickstart guide

Learn how to sign up, complete KYC verification, and set up your Dext Payments account so you can start making payments with ease.

Dext Payments: Customer onboarding

Learn how Dext Payments keeps your business secure and compliant with strong fraud protection, EMI licensing, and global fund safeguarding. Backed by Airwallex and trusted by thousands.

Dext Payments: Security and compliance

Learn how access to Dext Payments works, how it relates to your Dext role, and what each Payments role allows you to do.

Dext Payments: Access, roles, and permissions

Understand Dext Payments wallets, including what they are used for, how they link to Xero, and how they support secure payment processing in Dext.

Dext Payments: Wallets

Learn how to create and manage payment run approval workflows, set thresholds and currencies, handle notifications, and submit payments with Strong Customer Authentication (SCA).

Dext Payments: Payment run approval workflows

Learn how Dext’s Supplier Shield feature verifies supplier details and flags payment risks. Understand verification states, confidence indicators, and how to prevent supplier fraud before sending payments.

Dext Payments: Supplier shields

Learn how to view supplier invoices, employee expense bills, run batch payments, approve and track Payment Runs, and reconcile payments in Dext Payments with Xero bank feeds.

Dext Payments: Pay supplier invoices and expenses with Dext Payments

Process employee expense claims and mileage claims from capture to payment using Dext Payments, with the same approval and payment workflow as supplier invoices.

Dext Payments: Employee expense payments in Dext

Send remittance advice from Dext Payments to notify suppliers when a payment is made. Share invoice-level details, reduce payment queries, and automate supplier emails.

Dext Payments: Remittance advice in Dext Payments

Learn how Dext Payments Bank feeds automatically send transactions to Xero for seamless reconciliation. Understand setup, wallet statements, transaction types, and best practices for maintaining accurate, up-to-date accounts.

Dext Payments: Bank feeds

Learn what syncing errors are, why they happen, and how to resolve them so your invoices, payments, and bank records stay accurate between Dext Payments and Xero.

Dext Payments: Syncing errors between Dext Payments and Xero

Understand how Dext Payments fees are invoiced monthly, paid from your wallet, and split between practice and client accounts.

Dext Payments: Understanding usage and invoicing

Upload a payroll CSV file to Dext Payments, review employee details, resolve validation issues, and create a payroll payment run

Dext Payments: How to import and pay payroll using Dext Payments

Mark suppliers as paid by direct debit and understand how Dext filters their invoices to prevent duplicate payments.

Dext Payments: How to manage suppliers paid by direct debit in Dext Payments?

Apply unallocated balances to supplier invoices in Dext Payments during a payment run to reduce the amount you need to pay.

Dext Payments: How do I apply unallocated balances to invoices in Dext Payments?

Add funds directly from your bank account to your Dext Payments wallet — no manual transfers or copying of account details required.

Dext Payments: How to top up your wallet using Open Banking

Guides and troubleshooting for using Dext Payments, including setup, onboarding, wallets, payment runs, approvals, security, and syncing with Xero.

Dext Payments

Data Health & Insights

Monitor and manage your clients' Data Health connections from one place in Practice settings, and bulk-connect Xero clients.

How to manage Data Health & Insights connections

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?

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

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?

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

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

General

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

Using the Fixed assets reconciliation check

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

Using the Historical changes 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 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 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 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

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 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?

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

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

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

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

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

Workflows

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.

Add-ons & advanced features

Dext AI Assist

Dext Solo

Dext Payments

Data Health & Insights

Vault