How to Use the Dextension Browser Extension (In Testing)

Supercharge your Dext and Xero experience by enhancing the integration with Dextension.

What is Dextension?

Dextension is a powerful Chrome browser extension designed to enhance the integration between Xero, Dext Prepare and Dext Precision. By seamlessly connecting these platforms, Dextension aims to streamline accounting processes, save time and improve collaboration with clients.

What Does Dextension Allow You to Do?

In Prepare:

View Previous Codings
See how previous transactions from this supplier have been coded in Xero to help you select the correct category for this transaction. Simply click View previous codings under the category box on the item details page and then select your chosen category.

Xero Launcher Button in Prepare Client List View
Instantly open a client’s dashboard in Xero by clicking the Xero icon next to the client on the Client View page.

In Xero Client Dashboard:

Prepare ‘Warning Triangles’
See Prepare ‘Warning Triangles’ when there is data in Prepare that has NOT yet been published to Xero. Click the warning triangle to be taken to the relevant page in Dext Prepare.

See warnings for:

  • ‘Invoices owed to you’: Number of, and value of sales space items in Dext Prepare
  • ‘Bills you need to pay’ Number of, and value of cost space items in Dext Prepare

Access Precision Health Score and Tags

Health Score: See a client specific Dext Precision Health Score
Precision tags: Access the client specific tags added in Dext Precision

Xero Bank Reconciliation Screen

Show Item Image When Hovering Over Attachment Icon
Save clicks when making bank reconciliation decisions by hovering over the attachment icon and access the item image directly from the reconciliation screen.

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Make the ‘More Details’ Pop-up Movable

When you click ‘more details’ on the bank transaction description, the pop-up box can sit over some key details. Dextension makes the more details box moveable, so you can see the key detail in one view.

Pre-fill Payee in ‘Find & Match’

Remittence and supplier statement items that are archived in Dext Prepare are now matched to bank transactions in the Xero Bank Reconciliation screen.

Hover over the item icon to see the item and quickly identify which of the potentially multiple invoices are associated with the payment that has been made (or received in the case of remittance advice).

Order ‘Matches’ First

Usually, Xero’s Bank Reconciliation page orders transactions by date alone, meaning the green ‘matched’ transactions are scattered throughout the page.

Dextension places matched transactions at the top of the page, making it easier to review and reconcile the matched items and get them out of the way.

Expand the Description on Bank Statement

Sometimes the transaction description is cut off or shortened in the Xero bank reconciliation space.

This feature give you the option to see the entire bank description, making it easier to be confident in reconciling more complex items and payments.

Send Paperwork Requests

Collate, customise and share information and paperwork requests in a new screen accessible via the Paperwork requests button at the top of the page in Xero.

From there you can list up to all unreconciled transactions (paid or received), their dates and values, and their Xero bank reconciliation ‘discuss’ notes.

You can then send the request in a customisable email via Gmail integration.

The recipient will receive a precise list of required information, and a link to the Dext web or mobile app to start taking action.

How to Access Dextension

For now you can easily access the Dextension browser extension via direct link for those invited to test the feature. Soon you will be able to easily access and install Dextension from the Chrome Extension Store.

How to Configure Your Dextension Settings

You can apply the desired Dextension settings via your Chrome browser to enable or disable specific features.

To configure your settings:

  1. Click on the Dext icon at the top of your Chrome browser.
  1. In the list of features available, toggle each feature as on or off based on your preferences and needs.

Now you’re ready to supercharge your Dext and Xero experience, streamline your accounting tasks, and collaborate more effectively with your clients.

Remember to regularly check for updates and new features within Dextension to continue optimizing your accounting workflow.