Dext Practice Advanced give you additional powerful tools and insights to take your bookkeeping to the next level.
See how to get started with your Advanced account features:
- Bookkeeping Insight
- Teams & Locations
- Deadlines Insight (UK only)
- MTD Insight (UK clients only)
- Basic Workflows
- Workflows Insight
- Custom Insights
- Data Health & Insights
Bookkeeping Insight
The Bookkeeping Insight page provides top level data for your practice that can be filtered and broken down into lower-lever drilldowns, enabling you to spot opportunities to optimise capacity, and make decisions backed by actionable insight.
Before using the bookkeeping insight, be sure to set up teams and locations to ensure you can filter the data by location and team member. See how to use teams and locations in the next section.
See more about how to use the bookkeeping insight here.
Teams & Locations
If your practice has multiple locations and teams you can set up teams and locations, and enable filtering of Practice Insights and other reports by a team or location.
See how to use teams and locations here.
Deadlines Insight (UK only)
Use the Deadlines Insight to stay in control of HMRC & Companies House submission deadlines across all your team and their clients. With a traffic light warning system, see deadlines that are due soon or overdue at a glance, so your firm can proactively manage all deadlines and avoid penalties.
See more about the Deadlines Insight here.
MTD for VAT Insight (UK clients only)
For UK clients using our HMRC integration this insight is your location for all things MTD in your practice. Each row is a VAT period detected by Precision for each client, including the filing period, due dates, status, amount and outstanding values.
See more about the MTD Insight here.
Basic Workflows
Your Advanced account gives you access to basic workflows, enabling you to build out workflows that bring all the desired checks or tasks from across Dext into a single place. Giving you and your team one place where theses checks and tasks can be examined, actioned and finally approved.
See how to create a workflow here.
Workflows Insight
The workflows insight shows all workflows at all stages of completion. This includes Workflow details such as the assigned team member, account managers 1 & 2, reviewers, reporting period, number of checks completed and total number of checks. Use this insight to keep up to date on the progress for your team members workflows.
See more about the Workflows Insight here.
Custom Insights
Create, customise, and save reports tailored to your needs with custom insights. Access reports shared by your team or explore pre-made examples to see the full potential of custom reporting.
From the various insight and sandbox views, you’ll find that you can build your own reports by customising the grid, showing/hiding columns, filtering, grouping and sorting until you get it just how you want.
See more about Custom Insights here.
Data Health & Insights
If you have the Data Health & Insights add-on with your Advanced package, you can access further tools with Intelligent workflows, insights and real-time tools to improve data quality, identify aged balances, check accuracy, and analyse sales and costs activity for your integrated QuickBooks Online and Xero clients.
See this guide for more information on how to get started with Data Health & Insights with your Advanced account.