Dext

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 customisable 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 customisable, 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 spreads 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 customisable table.

Using the Workflows insight

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