Dext

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

How to use 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

Using Unreconciled Transactions (QBO Only)

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

How to use the Duplicate contacts check

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

How to use 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.

How to use 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

ABN Validation

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

Using Corporation Tax

Using Lock Dates

Using VAT Return Checks

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

How to use the prepayments tracker

Using Transaction Cleanup (QBO only)

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 Dext

Ian McKay

Zornitsa

Alexander

Data Health

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