Dext Precision uses the Companies House number from your accounting software to pull back the last filing period and the dates the accounts were filed for each of your clients, where applicable.
These dates are used in our Historical Changes insight, to create an alert if anything has changed in your accounting data for those filed periods.
You can view this alert at a glance for all your clients from the Practice Dashboard or add Historical Changes as a check to your workflows in Workflows.
To review Historical Changes go to your Client Overview dashboard then go to Historical Activity – Historical Changes.
