Dext Unification Page

The evolution of Dext (or another title)

We’re upgrading our core Dext Prepare product and combining it with features from Dext Precision and Dext Commerce, to create one seamless experience. After careful thought, steered by invaluable feedback from our customers, we’re pleased to announce that we’re enhancing Dext Prepare, and combining it with features from Dext Precision and Dext Commerce to create one integrated experience. For the first time, you’ll have access to Data Capture, Data Automation, Data Health & Insight and Practice Productivity all in one place. If you'd like to find out more read our blog.

Your enhanced experience has arrived

We’re updating Dext to make it even easier to manage your business bookkeeping and employee expenses in one place.

Throughout September, we’ll roll out the first phase of this upgrade, to give you an enhanced experience. Switching to the enhanced experience, you’ll benefit from our improved design, layout and navigation. By switching now, you'll also be set to benefit from data health, business insight and ecommerce features coming in November.

We’ll notify you by email once the enhanced experience is available, and you'll see an invitation to switch when you log into your Dext web application.

Hear from Sabby Gill, CEO, about the Dext platform

“A single combined Dext platform brings together the best of the products used by businesses, bookkeepers and accountants today. We are providing our partners with a platform that brings all their favourite Dext services into one place, giving them more value and more time to focus on their clients needs. This move is part of our ongoing focus on innovation and our commitment to empowering businesses, accountants and bookkeepers to thrive by using innovative technology to simplify the accounting process.”

Is this a brand new product?

No, it is an update to the current Dext platform, making it even easier for you to use.

I like Dext how it is, why are you changing?

We are committed to continuous innovation which means consistently reviewing and improving our product to best meet the needs of our customers. We have spoken to lots of small businesses who have told us how we can improve their Dext experience, we believe the changes we’re making will make Dext even easier to use for our customers.

What is the benefit of these changes?

From September, the changes will make it even easier to use Dext within your business, saving you time and helping you work more efficiently. It will also be easier for your employees to use Dext, you’ll be able to tailor what they can see in the product - so they only see what is relevant to them. Plus, you’ll also get access to more features such as mileage tracking and enhanced expense approvals which will make managing expenses in one place seamless. In the future we will have several data health, business insight and ecommerce features available also.

Will the changeover to the updated platform happen automatically?

No, you will have the option to switch to the enhanced experience. From July, when you login to Dext, you will be notified that there will be an enhanced version of Dext available from September. In September, you and your employees will receive a notification in the product inviting you to switch to the enhanced version of Dext. You and your employees will also be able to switch back to the old version of the product if you wish to do so

What changes will I see in the product?

There will be an enhanced navigation, with more flexibility to access the features you need.
'Ready' and 'To Review' will become statuses in the Cost & Sales inbox.
Supplier statements will have their own page with enhanced functionality available, making it even easier to reconcile your invoices.
You’ll be able to track mileage directly in the Cost inbox.
Expense Reports will be renamed Expense Claims and sit in the Cost space.
Enhanced Approvals will be available for sales & cost invoices as well as expense claims.
The Supplier list will be located under the Costs section, and the Customer list will be under the Sales section.
The Bank section will include your bank accounts, bank feeds, and bank rules, with an enhanced transactions list.
There will be enhanced roles and permissions for your business users.
Settings will be clear and simple, both at the user and business levels.
The mobile app will also have an enhanced navigation which will make it easier for you to access a broader range of features from your mobile.

Will any of my settings change?

We will be changing the layout of Settings so it is easier to navigate, however the functionality of Settings will not change. The way you have set up your settings will also not change. You may need to make some changes to the roles and permissions for your team.

Will I need to re-connect existing integrations?

No. Your existing integrations will continue as usual.

Will I need training? Will I need to change the way I work?

The enhanced version of Dext is designed to be even more simple and intuitive. This will make it easier for you to use Dext. Plus, we’re adding more helpful features within the product to guide you along the way.

We’ll also be running webinars on how to use the enhanced version of Dext, these will be available for you to sign up to.

Who will notify my team and colleagues? Do I need to notify them?

From July, if they login to Dext, they will be notified within the product that an enhanced version of Dext is coming. We will also provide you with communications to share with your employees to help answer any questions.

Will the changeover for my employees happen automatically?

No. In September, when they open Dext they will receive a notification in the product inviting them to switch to the enhanced version of Dext. They will also have the option to switch back to the old version if they wish to do so.

Will my team need training? Will they need to change the way they work?

The enhanced version of Dext is designed to be even more simple and intuitive, which should make it easier for employees to use Dext. We will also provide more guidance within the product to help them.

Before September, we will be running training webinars on how to use the enhanced version of Dext, which will be available for your team and colleagues to sign up to.

What is the rollout timeline for the Dext enhancements?

The initial enhancements to Dext will be available from early September, on both the web application and mobile.
From November there will be the option to purchase additional add ons directly from within the product.

Can I provide feedback directly to Dext?

Yes, we would love to hear your feedback. There will be options to do this within the enhanced version of Dext.

Will there be any downtime?

No. Dext has the lowest downtime of any related tools. We are committed to maintaining a reliable platform for our customers.

Will switching to the enhanced experience affect how much I pay?

No. Switching to the enhanced platform will not incur an increased cost.

You’ve mentioned additional features, will these have an additional cost?

The mileage tracking and expense approvals features will be included in your regular plan subscription costs. From November you’ll have the opportunity to buy additional add-ons such as ecommerce sales connectors and in the future data health modules, but we will communicate about them to you in due course.

If I have technical issues, how will Dext support me?

You 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 product.

If my team and colleagues have technical issues, how will Dext support them?

Your team/colleagues 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’.

Sign up for a webinar?