When your team switches to the new Dext experience, you'll notice a fresh, modern design with a more intuitive layout and navigation, making it even easier to use. Here’s what’s different:

• A single login now gives you access to a wider set of features.

• The new navigation clearly separates practice-level tasks from client work.
  

• There are distinct roles and permissions for your team (practice users) and your clients (business users).

• Settings are now clearer and simpler, whether at the user, practice, or client/business level.

• You’ll get a more tailored experience, with features designed specifically for different types of businesses and users.

• You’ll have greater flexibility to manage access to different features for different client types

• If your practice also uses Dext for its own internal bookkeeping, your practice will now be contained in its own space with separate access and permissions. This ensures staff have different access for managing their own expenses versus handling client work. Non-client-facing staff can also use it without seeing the client list.

No, the switch doesn’t happen automatically. If your team hasn’t switched yet, they can do so at any time. Each team member will see an in-product notification inviting them to move to the new experience, and they’ll have the option to switch back to the old version if needed.

If you're an owner or admin user, you can also switch your entire team over at once to ensure a consistent experience across your practice.

The Dext platform now brings together the features of Prepare and Precision, making it easier to access and get more value from a wider range of tools, all in one place. The next phase of this evolution is Commerce, which will launch later this year.
With enhanced capabilities for expense claims, approvals, and more, managing roles, permissions, and practice-wide settings is now much more seamless.
If you switch, you now have access to:
Data Health & Insights (paid add-on) – including data health checks, cleanup tools, and business insights, all within a single platform.
Workflows (for Practice Advanced users - paid subscription) – helping you streamline recurring tasks like VAT returns, client onboarding, and other scheduled workflows.
Commerce Lite – allowing online-selling clients to connect Shopify, Squarespace, or Wix so sales and costs flow directly into their Sales and Cost Inbox.
If you don’t switch, you won’t have access to Data Health & Insights, Commerce Lite, or Workflows.

If you switch, there are minimal changes to existing functionality, so you can continue using Dext for all your core work as you have done previously. However, you’ll notice improvements to the interface, navigation, client list, and settings management areas. We will continue rolling out new features over the coming months to further enhance the capabilities within the Dext platform.

The layout of Settings has been updated to make navigation easier, but the functionality remains the same. Your existing settings setup will not change. However, you may need to adjust roles & permissions for your team and client users.

Dext will have a fresh, more modern, simple and intuitive look. We are changing the layout and navigation to make it even easier to use. 

Specifically: 

1. 1. Your clients will be able to access all features in one place with a single login.
      

   2. There will be a new navigation, with more flexibility to access the features they need.
      

   3. 'Ready' and 'To Review' will become statuses in the Cost & Sales inbox.
      

   4. Supplier statements will have their own page with enhanced functionality available, making it even easier to reconcile your invoices.
      

   5. You’ll be able to track mileage directly in the Cost inbox.
      

   6. Enhanced Approvals will be available for sales & cost invoices as well as expense claims.
      

   7. The Supplier list will be located under the Costs section, and the Customer list will be under the Sales section.

   8. There will be new roles and permissions for your clients and their employees.
      

   9. Settings will be clear and simple, both at the user and business levels.
      

   10. The mobile app will also have a new navigation which will make it easier for your clients to access a broader range of features from their mobile. 

Dext now has a fresh, modern, and intuitive look with an improved layout and navigation to make it even easier to use.
Key Changes for Your Clients:

• All-in-One Access – Clients can now access all features in one place with a single login.

• New, More Flexible Navigation – A streamlined interface makes it easier to find and use key features.
  

• Cost & Sales Inbox Status Updates – 'Ready' and 'To Review' are now statuses in the Cost & Sales Inbox for better workflow clarity.

• Supplier Statements – Now have their own dedicated page with enhanced functionality, making it even easier to reconcile invoices.
  

• Mileage Tracking – Clients can now track mileage directly in the Cost inbox.

• Expense Reports Update – Renamed to Expense Claims and now located in the Cost section.

• Enhanced Approvals – Available for sales & cost invoices, as well as expense claims.
• Supplier & Customer Lists – The Supplier list is now under the Costs section, while the Customer list is under Sales.
• Supplier & Customer Lists – The Supplier list is now under the Costs section, while the Customer list is under Sales.
• New Roles & Permissions – Clients and their employees will have updated roles and permissions for better access control.
• Improved Mobile Experience – The mobile app now features a new navigation, making it easier for clients to access a broader range of features on the go.

No, the changeover for clients will not happen automatically.

A button is available in your client list, allowing you to switch all of your clients at once or stagger the rollout at your own pace.

Once you enable the new version for a client, each team member in their business has the option to switch over if they choose to—they are not automatically switched.

You can manage the transition by either:

• Switching all of your clients over at once
• Rolling out the switch in stages

The key difference is that clients now have control—they can choose to switch over to the new version of Dext when they’re ready.

In the first phase of the enhanced experience, clients could only switch over with their accountant or bookkeeper. Now, clients have the ability to make the switch themselves, giving them more flexibility and independence.

From July 2024, all users were informed through in-product notifications, letting them know that a new version of Dext is now available. To support you, we’ve also provided an email template that you can use to notify your clients and help answer any questions. While we’ll continue to communicate these changes, you may also want to reach out to ensure your clients feel informed and supported throughout the transition.

The new version of Dext is designed to be even more simple and intuitive, making it easier for your clients to get more value from Dext while also helping you receive accurate, timely information. For clients who are new to Dext, there will be additional in-product guidance to help them get started.

To support the switch, we will be running training webinars throughout March 2025, which your clients can sign up for. These sessions will help them understand the new version of Dext, ensuring a smooth transition and allowing them to take full advantage of the enhanced experience.

Your clients can contact customer support by emailing support@dext.com or clicking on the chat icon in the bottom right hand corner of the screen within the web application. On mobile, go to ‘Settings’ and then select ‘Ask a question’.

No. Switching to the new platform will not incur an increased cost. The price you pay today for the features you currently access through your Dext Prepare, Dext Precision and Dext Commerce packages will stay the same. 

We are committed to maintaining the same simple and transparent per client pricing we have today. The new platform provides even more flexibility for our customers to buy Dext and get access to the features that provide the most value to them.

Your existing pricing will not change and you will continue to have access to all of the features you have access to today.