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DextLog in with your email addressEmail addressPasswordForgot password?Or use single sign onSign in with GoogleSign in with AppleSign in with IntuitTerms and ConditionsPrivacy PolicyWebsite Terms of UseDext Commerce product demoBook your free demo for a full product tour by one of our experts. Read m

Accounting solution for an efficient company | Dext

unting solution for an efficient company | DextFor Accountants & BookkeepersFor Business ownersProductsDext PrepareAuto-extract your financial dataDext CommerceAuto-fetch all your digital sales transactionsDext PrecisionQuality control your accounting dataDext Mobile AppReceipt Automation App to streamline expensesSoftware that Dext connects toRecent updates & releasesPricingDext PrepareDext CommerceDext PrecisionResourcesBlogIndustry resources - to keep you one step ahead.Join the communityThe world's largest online community of accountants and bookkeepers.Events and WebinarsDiscover our upcoming workshops, webinars, conferences, and moreSupportHelp CentreContact UsLoginStart a free trialLoginYour modern accounting toolkit for an efficient company Dext provides automated accounting solutions Simplifying tasks for accountants, bookkeepers, and businesses Trusted tools for accurate data, efficiency, and productivity Start a free trialBook a demo4.1based on 1300+ reviews4.6based on 430+ reviews

Accounting solutions for everyday accounting

Dext has three main products, Dext Prepare

for automated data extraction, Dext Precision for accountancy practice data insights and Dext Commerce to manage e-commerce sales data. Our tools help you deliver

consistent, quality bookkeeping work and accounting services that are in

line with compliance. Helping you to stay on top of deadlines and

concentrate on providing quality data.

Bookkeeping automation and expense managementlogo of DextDigital and eCommerce accountancy automationlogo of Dext CommerceQuality control for accountancy datalogo of Dext PrecisionData insights for accountancy practiceslogo of DextAutomate your business' financial adminlogo of Dext How our accounting toolkit can help youOur tools aim to make accounting and bookkeeping processes streamlined and efficient. Allowing you to do less manual accountancy and financial admin – and more of what's important. Time saving

All of our products are designed with the core principle of saving you time.

Whether you are an accountant, bookkeeper, or business owner and want to bulk

upload online sales data and receipts, or simply work more effectively, one of

our products can help you.

Simplified sophistication

We turn otherwise complex and sophisticated accounting tasks into more

manageable and profitable processes, streamlining your accounting methods.

Trusted accuracy

Our products have over 99% accuracy, meaning you can trust your data and know

that you're in control of financial information.

Hour-saving accounting processes

We're proud to have helped thousands of incredible accounting firms and businesses better manage their accounting processes and save millions of hours.

35 Millionhours of manual data entry saved

500,000+customers trust us

900 Million+eCommerce transactions captured

1.44 Billionreceipts & invoices scanned

Connect Dext products to your accounting software

Whether you're using Xero, QBO, Sage or another

provider, Dext products connect seamlessly with the

world's leading accounting software.

See all integrationsAccounting automation: Built by people that get itAt Dext, we have experts in the field of accounting and small-business finances – most of our people have worked in your world. With their knowledge and expertise, we build software that helps you get more out of your dayLearn more Great software, that works

We know how annoying it is when your day is disrupted by overly-complicated

software or, worse, software that doesn't work.

Our friendly customer success and award-winning support teams are on hand to ensure you get the very best experience with

your Dext products. At Dext,

every question has an answer.

Contact usAccelerate your practice todayOur in-house experts share everything you need. Whether that's getting started quickly, or a refresher of our powerful tools Are you an Accountant or Bookkeeper and looking to save time?

Learn more on how you can cut costs for your practice and clients, grow as a firm and save time.Learn more Are you a business owner and looking to grow your firm?Learn more on how you can save time on your expense management & business accounting with Dext today.Learn moreJoin more than 1 million happy customers4.1based on 1300+ reviews4.6based on 430+ reviews 4.6based on 9,900+ ratings 4.7based on 2,000+ reviews Accounting Toolkit Resources

Not sure where to start? Book a free demo call with our experts

Get an in-depth overview of our products. Add your details and let us know

a time that works for you. We’ll call you within 24 hours.

Book a demoFAQsWhat is Dext?

Dext is a software application that allows business owners, accountants and

bookkeepers to electronically capture and store receipts, invoices and other

supporting documents that a firm or business depends on to ensure they keep

accurate and secure financial records. Dext removes the hassle of manual

entry. Dext currently have three products, Dext Prepare, Dext Commerce and Dext Precision. They are all designed to save your accounting or bookkeeping practice

time and increase efficiency. But there are individual benefits and

capabilities of the different platforms.

How to use Dext?

Find out how to use the Dext Prepare Mobile App, which is the quickest and easiest way to submit your receipts, invoices

and other documents to Dext Prepare.

Here is how to use Dext Precision, our data insights tool that integrates with QBO and Xero and automates

your manual checks to show your clients' data inaccuracies.

Dext Commerce (Greenback) automates the bookkeeping and reconciliation

process from start to finish, getting the sales data you need into your

accounting platform in real-time. Here is more information on how to use Dext Commerce.

How does Dext work with Xero?

In just a few clicks, you can connect your Xero account to your Dext

product, unlocking automated publishing and transaction matching for

quick-fire reconciling. All your important financial information can be

securely transferred to Xero accounting software, meaning that you never

have to waste valuable hours on avoidable administrative tasks again.

How much does Dext cost?

Dext has several cost-effective plans that can suit you, whether your from

an accounting or bookkeeping firm or are a small to medium business. Find a

Dext pricing solution that works for you now:

Dext Prepare Pricing

Dext Commerce Pricing

Dext Precision Pricing

Is Dext free?

You can take out a 14-day free trial of Dext Prepare, where you can

experience the core functionality and usability of the Dext Prepare Product.

You can take out a trial of Dext Prepare without needing to provide any

payment information up front. Start a free trial now!

What is Dext Prepare?Dext Prepare is a brilliantly simple way to bring all your paperwork together in a standardised, digital format. Whether it’s a receipt, an invoice or a bank statement, upload it and Dext will extract the data you need, then send it to your accounting softwareWhat is Dext Commerce?

Dext Commerce automatically fetches your clients' sales data from multiple

e-commerce and point-of-sale platforms. It splits out transactions, fees,

refunds and reimbursements, line by line and allocates the right taxes,

whatever the region. All under one subscription.

What is Dext Precision?

Dext Precision is the essential toolkit for cloud professionals. By providing

simple data cleanup tools, Precision helps you eliminate costly tasks like

looking for errors or taking action retrospectively. Using high-quality

accurate data, Precision’s deep performance analytics and advisory insights

will help you strengthen client relationships, upskill your practice and –

thanks to more billable advisory – increase revenue, too

Does Dext offer training?

Yes, we do. Dext Prepare Live Training is perfect for new starters, or anyone who wants a refresher. With

our best practices, you will spend less time on repetitive

bookkeeping!

What is pre-accounting software?

Pre-accounting is a new concept, focused on getting your data ready for

accounting. In other words, this is the often tedious work of searching

through receipts or invoices, organizing them and typing all the data into a

spreadsheet or software. And it starts as soon as a purchase is made.

How to cancel Dext subscription?

We’re sorry to see you go. Here is how to cancel your Dext Prepare subscription and deactivate your

account.

What does Dext integrate with?

Connecting Dext to accounting software you already use means there's no

double data entry, you'll reduce the chance of errors, and you'll save

significant time. With over 11,500 integrations with accounting software,

banks and institutions. Whatever you already work with, Dext will work for

you. Learn more on our integrations here.

For Accountants & BookkeepersFor Business ownersProductsDext PrepareDext CommerceDext PrecisionRecent updates & releasesPricingDext PrepareDext CommerceDext PrecisionDext Mobile AppResourcesBlogsJoin the communityEvents and WebinarsSupportFAQsOur CompanyContact usCareersDiversityExecutive teamSecurity� English🇬🇧 United Kingdom🇫🇷 France🇺🇸 USA🇦🇺 Australia🇨🇦 Canada - English🇨🇦 Canada - FrenchTerms and conditionsCookie policyWebsite useDiversity statementPrivacy policyModern Slavery StatementDext © Copyright 2024

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支持AUTOSAR Classic以及Adaptive平台的DEXT诊断数据库 - 知乎

支持AUTOSAR Classic以及Adaptive平台的DEXT诊断数据库 - 知乎切换模式写文章登录/注册支持AUTOSAR Classic以及Adaptive平台的DEXT诊断数据库Softing中国负责Softing汽车电子、工业通讯及IT网络三大业务。| DEXT、DCM、DEM和FIM的概述DEXT（Diagnostic Extract Template）是AUTOSAR定义的诊断提取模板，用于DCM（Diagnostics Communication Manager）、DEM（Diagnostics Event Manager）以及FIM（Function Inhibition Manager）的需求及配置定义。DCM的配置包括诊断服务的设置和由一个或多个软件组件（例如：Composition 1、Composition 2）提供的数据对象的分配。DEM的配置包括故障存储数据（DTCs和环境数据）以及由一个或多个SwComponentTypes分配的相应数据（如Composition 1、Composition 2）。图1 Assignment o DCM-related data objects图2 Assignment o DEM-related data objects（图源：AUTOSAR_TPS_DiagnosticExtractTemplate）FIM作为功能抑制管理主要描述对软件组件及其功能的控制机制。它可以在运行时显著地修改应用软件的行为。例如：响应传感器故障，如果一个与硬件传感器相关的诊断事件被报告为“失败”，那么FIM可以修改应用软件的行为，使其不再依赖已经不可靠的传感器信息。它决定抑制的条件来自DEM中定义的诊断事件，因此可以说FIM和DEM模型的配置是紧密相关的。在DEXT中，DCM大致对应AUTOSAR协议中的诊断服务描述，DEM大致对应AUTOSAR协议中的诊断事件处理的描述。综上，DEXT涵盖AUTOSAR支持的用于诊断的所有基础软件模块的配置，主要内容包括：UDS/OBD/WWH-OBD/SAE J1939等协议定义的诊断服务和相关子服务在AUTOSAR架构中的配置数据；诊断数据元素和相关数据类型；故障路径和故障存储器（Fault Memory）;将诊断数据元素映射到应用软件；功能抑制（FIM）。| 用例分析使用DEXT，不仅可以描述相应协议传输的数据，还可以描述ECU应用软件中数据的来源。当且仅当两种类型的信息均可用时，才可以完全配置基础诊断软件。AUTOSAR协议中定义了两种通用用例的诊断的配置过程。此过程涉及以下三方：OEM或diagnostic requester；Application Developer或Application Developer；ECU-Supplier或integrator。在用例1中，一些软件组件由OEM（或OEM的供应商）实现，并且Diagnostic Extract数据的首次合并由OEM执行。在用例2中，OEM通过Diagnostic Extract提供诊断需求，多个Application Developer提供与其实施相关的信息，合并完全由ECU-Supplier执行。此外，用例1和用例2也可以结合使用。ECU供应商也可以实施软件的某些部分，包括其相应的Diagnostic Extract。图3 Scope of this document in the ECU Development work-flow（图源：AUTOSAR_TPS_DiagnosticExtractTemplate）对OEM而言，OEM或diagnostic requester使用Diagnostic Extract来定义一个或多个ECU诊断接口。它还可能会将一些Internal Behavior定义为ECU-Supplier或Application Developer的需求，例如：定义DTCs的值；定义ECU支持的UDS服务或子服务；定义Application Developer实现的特定组合所需的事件。| DEXT的应用DEXT可以满足AUTOSAR诊断模块的需求，主要应用于开发阶段的代码设计，支持AUTOSAR Classic以及Adaptive平台。目前市场上，为了减少AUTOSAR配置的复杂性，会选择使用ODX或者CDD文件导出DEXT做AUTOSAR实现，虽然CDD(*.cdd)、ODX(*.odx或*.pdx)以及DEXT(*.arxml)都是描述诊断相关信息的数据库，但是它们并不能互相替代，侧重覆盖的应用场景也不一样。如果使用ODX或者CDD做AUTOSAR实现，必然是需要补充ODX/CDD转DEXT所缺失的数据才能满足需求。| VisualODX 3.0版本 VisualODX 3.0版本通过EXCEL诊断问卷调查表扩展了DEXT定义所需支持的内容，新增了对服务及DID的Access Permission定义，和对事件（Event）数据的支持。图4 EXCEL诊断问卷调查表Service页定义该版本可以直接通过用户的诊断问卷调查表导出ODX/DEXT文件，不仅可以满足客户AUTOSAR架构中诊断模块软件实现的DEXT数据，而且能保证数据的同源，方便统一的维护。图5 VisualODX软件ODX数据导出界面| 往期回顾▶ 你对VisualODX--ODX自动转换工具知多少？▶ 基于ODX/OTX诊断的整车扫描编辑于 2021-08-13 18:16数据库故障诊断汽车电子​赞同​​添加评论​分享​喜欢​收藏​申请

Accounting Automation Software for Businesses | Dext

unting Automation Software for Businesses | DextFor Accountants & BookkeepersFor Business ownersProductsDext PrepareAuto-extract your financial dataDext CommerceAuto-fetch all your digital sales transactionsDext PrecisionQuality control your accounting dataDext Mobile AppReceipt Automation App to streamline expensesSoftware that Dext connects toRecent updates & releasesPricingDext PrepareDext CommerceDext PrecisionResourcesBlogIndustry resources - to keep you one step ahead.Join the communityThe world's largest online community of accountants and bookkeepers.Events and WebinarsDiscover our upcoming workshops, webinars, conferences, and moreSupportHelp CentreContact UsLoginStart a free trialLoginAutomate your business’ accounting workflows and managementSave time and resources on your business accounting with Dext Prepare. Automate your bookkeeping and maximise efficiency, giving you the freedom to focus on growing your business.Start a free trialView pricing4.1based on 1300+ reviews4.6based on 430+ reviews

2022 Winner - ‘Best Integrated Accounting Software’

2023 Winner - ‘Best Accounting Cloud-Based Software Company’ How Dext Prepare can support your businessSearching for a solution that helps you save time on admin, guarantees data accuracy and gives you an instant insight into your business financials? Dext Prepare is the product for you! Easy receipt captureFast capture and processing of business expenses Accurate and safe dataMarket leading accuracy and bank-level encryption More time, lower costsImproved efficiency with automated data entry Real-time informationFinancial overview for fast decision-makingMore on Dext PrepareConnect Dext Prepare to your accounting softwareWhether you're using Xero, QuickBooks Online, Sage or another provider, Dext products connect seamlessly with the world's leading accounting software. Dext Prepare can help your business automate everyday financial operations, giving you the platform to grow.See all integrationsTrusted by over 700,000+ businesses worldwide

Your business is precious, and so is your time. Dext Prepare is a

powerful, fast and reliable solution to help keep your business accounting and

bookkeeping in order.

Start a free trial Find out what our clients have to sayNever rely on paper receipts or invoices againSimplify your business accounting process by publishing your sales and business expenses paperwork such as invoices and receipts into Dext Prepare. Scan and manage receipts anywhere, anytimeSimply snap a picture of your receipt with the Dext app and all the data you need is instantly extracted with market-leading accuracy.Submit documents via email, drag & drop, bank fetch — just a few of the many ways you can drip-feed invoices and receipts whenever you need.Publish your receipts and business expenses straight into your accounting software automatically and keep them safely stored.Learn more on receipt scanningSimplifying expense management for businessesSave time and improve the accuracy of your records with Dext's expense & invoice management capabilities.Quickly create and approve expense reports and set rules to automatically categorise new ones as they come in.Have a full overview of your performance with real-time data and make your business more efficient.Learn more on expense management Are you an e-commerce seller? Try Dext Commerce!Dext Commerce helps you keep your online business tax-ready by automatically fetching and reconciling all your sales transactions from different platforms - and it works alongside Dext Prepare!Find out moreRelated postsFor Accountants & BookkeepersFor Business ownersProductsDext PrepareDext CommerceDext PrecisionRecent updates & releasesPricingDext PrepareDext CommerceDext PrecisionDext Mobile AppResourcesBlogsJoin the communityEvents and WebinarsSupportFAQsOur CompanyContact usCareersDiversityExecutive teamSecurityğŸŒ� English🇬🇧 United Kingdom🇫🇷 France🇺🇸 USA🇦🇺 Australia🇨🇦 Canada - English🇨🇦 Canada - FrenchTerms and conditionsCookie policyWebsite useDiversity statementPrivacy policyModern Slavery StatementDext © Copyright 2024

Accounting Automation Software for Accountants & Bookkeepers | Dext

unting Automation Software for Accountants & Bookkeepers | DextFor Accountants & BookkeepersFor Business ownersProductsDext PrepareAuto-extract your financial dataDext CommerceAuto-fetch all your digital sales transactionsDext PrecisionQuality control your accounting dataDext Mobile AppReceipt Automation App to streamline expensesSoftware that Dext connects toRecent updates & releasesPricingDext PrepareDext CommerceDext PrecisionResourcesBlogIndustry resources - to keep you one step ahead.Join the communityThe world's largest online community of accountants and bookkeepers.Events and WebinarsDiscover our upcoming workshops, webinars, conferences, and moreSupportHelp CentreContact UsLoginStart a free trialLoginAdvance accounting practices with accounting automation softwareWe know your time is valuable. Managing multiple clients, organising paper receipts, and navigating year-end and tax season. Our accounting automation software is here to optimise your routine accounting tasks, so you can focus on bigger things.Start a free trialBook a demo4.1based on 1300+ reviews4.6based on 430+ reviews What can Dext do for your firm and clients? Bookkeeping automation for efficiency

World class reliable data extraction and automation makes collecting and

coding client transaction data a breeze.

One platform for your team and clientsDext can handle invoices, expenses, bank data and more. Captured, coded and sent where you need it to be, for all of your clients. Insights worth their weight in goldCreate better outcomes for your clients, and your practice; Dext turns bookkeeping data into powerful insights. Visibility, Control & Peace of MindDext gives you the data you need to manage resource, meet deadlines and provide the service your clients deserve. Trusted by accountants and bookkeepers worldwide Manage your practice and client data with ease

Dext accounting automation software extracts data from invoices, bank

statements, and electronic statements using receipt scanning software (OCR

Technology). This saves time and reduces errors associated with manual data

entry.

Greater bookkeeping efficiency, integration & data qualityBookkeeping data capture and coding made simple with flexible submission methods and superior speed and accuracyIntegrations and deep links to all the accounting software tools your clients useData quality control Intelligent checks to ensure client data is accurate, clean and reliableActionable Insights on demand for your clients and your practice Learn moreImproved accounting processes and productivityVisibility and control over key data metrics for your clients and teamSupercharge the jobs you already do with automation that works how you need it toDeep Insights across the full accounting cycle to develop happy clients and a profitable firmCreate the resource and capacity you need to build the firm you want to have, and your clients deserveLearn more Our range of products cater to every unique accounting needBy leveraging Dext Prepare, Dext Precision or Dext Commerce, you can use our accounting automation software to streamline workflows, improve data accuracy, and efficiently manage financial processes for your clients.Accelerate growth with accounting automation software todayLooking to grow your firm and improve how you address accounting and bookkeeping?Our in-house experts share everything you need, from getting started with our software to helpful refreshers on our solutions.  Get an exclusive demo from our experts

Get an in-depth overview of our products. Add your details and let us know a

time that works for you. We’ll call you within 24 hours.

Book a demo now Discover key outcomes and benefits for your business Learn more on how you can save time on your expense management & business accounting with Dext today.Learn moreJoin more than 1 million happy customers4.1based on 1300+ reviews4.6based on 430+ reviews 4.6based on 9,900+ ratings 4.7based on 2,000+ reviews Hear from one of our satisfied partnersRebecca Roberts from LLP Chartered Accountants talks through the benefits of accounting automation for accountants, bookkeepers and their clients. Frequently asked questionsAccounting automation softwareWhat is accounting automation software?Accounting automation software is a specialised tool designed to streamline and automate various financial processes and tasks. Its automation capabilities help reduce manual errors, resources spent on routine processes, and frees up time for accountants and bookkeepers to redirect towards more intensive tasks.What are the use cases for accounting automation software?Accounting automation software can be used for a variety of scenarios, including:Processing invoices, bank statements, and electronic statementsExpense managementFinancial reportingBudgeting and forecastingWhat businesses benefit from using accounting automation software?Businesses of different sizes and across various industries benefit from accounting automation software. Small to medium-sized businesses can improve their finance management without the need for a large and costly accounting team. This software can also help corporations that deal with frequent and complex financial processes save on costs and resources while seeing greater efficiency.How secure is accounting automation software?Accounting automation software generally has multiple security layers in place to protect critical information, including data encryption, secure login protocols, regular security audits, and compliance to financial industry standards.Can accounting automation software integrate with existing financial systems?

Accounting automation software is designed to seamlessly integrate with a

number of various financial systems already within a business’ tool stack.

Dext, for example, has 11,500+ integrations, capable of connecting to leading

tools like Xero and QuickBooks. Discover Dext’s

Software Integrations

feature to find out more.

Free trial periodHow long does the trial last?

Your trial account will last between 14 to 30 days depending on the product.

Each trial period is linked to an email account of your choice. You can easily

subscribe to the service at any time during the Trial.

What happens after the trial ends?

Dext Prepare: once your trial period is completed we will stop processing your

items in Dext Prepare, they will be left under the In Processing page of the

Costs Workspace. You’ll be presented with a chance to choose a subscription

plan or export your data.

Please, also note that upon the expiration of your Trial we advise that you

download all of your data as after 10 days from the end we may permanently

delete all data without further notice. Please refer to our Terms and Conditions.

Dext Precision: once your trial period expires you’ll be given a chance to

choose a subscription plan or contact the sales team for a more personalised

solution.

Dext Commerce: when your trial period is complete, many of the features become

limited. You’ll be presented with a chance to choose a subscription plan or

continue to work in a limited capacity.

Do I need a credit card to start a trial?

Dext does not request credit card information during the trial period. You

would be prompted to give such details only if you decide to

subscribe.

DataWhat data does Dext access?

To get the best experience with any of our software it’s recommended that you

link your accounting software to Dext.

Dext Prepare will pull across your Chart of Accounts so you can apply these to

your paperwork in Dext and set automations so these get assigned

automatically.

We will also send the data extracted by our software, along with the images

and create suppliers/customers if they don’t exist in your integrated account.

Can my practice submit items on my client’s behalf?

Dext Prepare: Your practice can submit transactions with Dext Prepare on your

client's behalf. You can do this by a variety of submission methods available to you and your clients.

Dext Commerce: when integrations are connected, there is no need for a

practice to submit data to Dext Commerce on the client’s behalf. Given your

particular arrangement with your client, you may export data from Dext

Commerce to your accounting file - between automated features and your

client’s ability to export, your involvement in the pre-accounting process is

entirely up to you.

Can my clients submit documents?

Yes, you can set up your client on Dext Prepare to submit their invoices or

receipts

through a variety of methods.

​​Does Dext push images through my accounting software?

Dext Prepare: While your Subscription is active we securely store your items

in your Dext account for at least 10 years. You can find unprocessed

transactions in your inbox and processed transactions in your Archive.

Upon cancellation of your subscription, we advise that you download all of

your data as after 10 days from the cancellation we may permanently delete all

data without further notice. Please refer to our Terms and Conditions.

What happens with my client's data if I leave Dext?

Dext Prepare: will send all the key data we have extracted along with the actual image or a link to the image.

Even, if you cancel your subscription all the data sent to your accounting

software will remain there and won’t be affected.

You can also backup your items to the cloud storage providers Dropbox and

Google Drive and Microsoft OneDrive (+Sharepoint). More options are coming

soon.

Dext Commerce: images do not apply to Dext Commerce sales. Dext Commerce

gathers this data directly from upstream providers and displays your

transactions in a summary or itemized format.

For Accountants & BookkeepersFor Business ownersProductsDext PrepareDext CommerceDext PrecisionRecent updates & releasesPricingDext PrepareDext CommerceDext PrecisionDext Mobile AppResourcesBlogsJoin the communityEvents and WebinarsSupportFAQsOur CompanyContact usCareersDiversityExecutive teamSecurity� English🇬🇧 United Kingdom🇫🇷 France🇺🇸 USA🇦🇺 Australia🇨🇦 Canada - English🇨🇦 Canada - FrenchTerms and conditionsCookie policyWebsite useDiversity statementPrivacy policyModern Slavery StatementDext © Copyright 2024

Dext Pricing - Commerce | Dext

Pricing - Commerce | DextFor Accountants & BookkeepersFor Business ownersProductsDext PrepareAuto-extract your financial dataDext CommerceAuto-fetch all your digital sales transactionsDext PrecisionQuality control your accounting dataDext Mobile AppReceipt Automation App to streamline expensesSoftware that Dext connects toRecent updates & releasesPricingDext PrepareDext CommerceDext PrecisionResourcesBlogIndustry resources - to keep you one step ahead.Join the communityThe world's largest online community of accountants and bookkeepers.Events and WebinarsDiscover our upcoming workshops, webinars, conferences, and moreSupportHelp CentreContact UsLoginStart a free trialLoginChoose a Dext Commerce Plan that suits youAccounting or Bookkeeping FirmSmall to Medium BusinessFlexible PricingOur most popular plan for accounting and bookkeeping professionals growing their business. Includes 1,000 transactions per month to get you started with the ability to add more.🇬🇧 United Kingdom🇦🇺 Australia🇳🇿 New Zealand🇨🇦 Canada🇺🇸 USA🇿🇦 South Africa� Rest of the worldMonthlyAnnualNeed to talk to an expert?Book a demo with one of our customer success consultants and they'll be happy to help.Book a demoFeaturesFeatures comparison of plansFeaturesGrowthIntegrationsGrowthXero and QuickBooks OnlineGrowthEcommerceAmazon, Bigcartel, eBay, Etsy, OnBuy, Shopify, Squarespace, Walmart, Wix and WoocommerceGrowthPayment Provider and POSPaypal, Square and StripeGrowthData inGrowthMulti-currency SupportCurrencies and exchange rates are detected and captured directly from the source and tracked throughout our platform —including during exports to your accounting system.GrowthOriginal ReceiptsAll users get access to an automated transaction feed with original, detailed receipts, invoices, and monthly bills directly synced from your connected accounts. We even include ancillary transactions for refunds, returns, or deducted "netted out" fees (eg. eBay, Etsy, etc) and more.GrowthMulti-paymentsSupport transactions with multiple payments across the order.GrowthCatch Me UpsTransactions dated before your enrollment with Dext Commerce are treated as past (historical) transactions.Growth90 days includedGift Cards supportProperly account for the sale and future redemption of gift cardsGrowthCostsGrowthTrack sales related expensesSeparate out sales related expenses, such as payment processing fees, commissions, listing fees and more.GrowthCompanion transactionsCreate cost of goods transactions or use rules to generate cost transactions dynamically.GrowthTransforming your data with TransformsApply rules that modify transaction dataGrowthTax TransformsAdjust incomplete and inaccurate tax dataGrowthDeduplicationMark potential duplicate transactions that exist across your connected accounts to avoid overstating financials.GrowthInventory & SKU transformsIncludes the ability to unpack bundles and SKU evaluation & matchingGrowthShopify SegmentationSegment your Shopify data from other 3rd party integrations present within your Shopify account.GrowthData MappingsGrowthSelf service account mappingsCreate standard account mappings to associate your transactions to the appropriate accounts and categories in your accounting system.GrowthItemised Shipping & Discount TotalsShipping & discount totals will be exported as unique line items.GrowthSKU matchingItems will be automatically matched by either a previous export or a matching SKU.GrowthAdvanced Reference Strategy (QuickBooks)The transaction reference number will be set as the Memo field in QuickBooks. This helps to avoid QuickBooks simplistic auto numbering of manual transactions which increments the last value used.GrowthRecipes & Rules EngineFor more complex scenarios we employ a rules engine to create pre-defined transaction mappings. Custom mappings can be helpful when there are multiple attributes that play a role in determining the appropriate account to map a transaction.GrowthMappings CentralMap your sales and selling related expenses with the right accounts. GrowthOrigination & DestinationMap your transactions to your chart of accounts based on the origination and destination of orders.GrowthContactsGrowthPlatform Named ContactsThe primary contact on the transaction (e.g. Amazon, Etsy, Stripe, etc.) will be exported as the Contact (Customer/Vendor).GrowthCustomer Named ContactsThe secondary contact on the transaction (e.g. your buyer) will be exported as the Contact (Customer/Vendor).GrowthExporting your data with easeGrowthIndividual ExportsExport transactions one-at-a-time to their connected accounting integration. Include data fields for vendor/customer, account paid from or deposited to, line item account (e.g. category), and tax. Exports include matching existing or creating new transactions plus attaching the original receipt (if one is available).GrowthBulk ExportsExport transactions individually or watch over a bulk export of 100 transactions at a time. GrowthAuto Scheduled ExportsConfigure your transactions to export on a pre-set schedule to your preferred accounting program. Auto exports will run automatically and notify you by email of the status of each export.GrowthRoll-up Scheduled ExportsExport consolidated sales transactions that include the aggregate total of sales and expenses for all transactions in a given time period. Perfect for sellers with large volumes of sales transactionsGrowthBillable ExpenseA billable expense is an expense you incur on your customer's behalf. If enabled in your accounting program, we will allow you to assign an expense transaction to a customer during export so your customer can reimburse them when they receive future invoice.GrowthClass, Location and Department TrackingClass tracking allows you to organise transactions by departments, product lines, etc. Class tracking can help maintain a clear picture of the financial health of each class. If Class Tracking is enabled in your accounting program, we will allow you to assign transactions to an existing class during export. Location tracking is used to categorise data from different locations, offices, regions, outlets, or departments of the same company. If Location Tracking is enabled in your accounting integration, we will allow you to assign your transactions to an existing location or department during export.GrowthAdmin and Team ManagementGrowthMulti-user access - collaboration between usersAll users can share their connected accounts with other users. Add your accountant, employees, business associates, or family members to view, track, or export your sales and expense transactions.GrowthFor Accountants & BookkeepersFor Business ownersProductsDext PrepareDext CommerceDext PrecisionRecent updates & releasesPricingDext PrepareDext CommerceDext PrecisionDext Mobile AppResourcesBlogsJoin the communityEvents and WebinarsSupportFAQsOur CompanyContact usCareersDiversityExecutive teamSecurity� English🇬🇧 United Kingdom🇫🇷 France🇺🇸 USA🇦🇺 Australia🇨🇦 Canada - English🇨🇦 Canada - FrenchTerms and conditionsCookie policyWebsite useDiversity statementPrivacy policyModern Slavery StatementDext © Copyright 2024

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Multi-account Management for Accountant & Bookkeepers - Dext Help Center

i-account Management for Accountant & Bookkeepers - Dext Help CenterEnglishHomeDext PrepareGetting StartedAccountants & BookkeepersAccount Set UpMulti-account Management for Accountant & BookkeepersAccountants & BookkeepersThe Web AppHow to Use the Inline CalculatorThe Dext HomepageThe ‘Client View’ PageThe ‘Practice Insights’ PageThe ‘Costs’ WorkspaceThe ‘Sales’ WorkspaceThe ‘Inbox’ PageThe ‘Item Details’ PageThe ‘Bank’ WorkspaceThe ‘Suppliers’ PageSubmission HistoryThe ‘Archive’ PageThe ‘System Settings’ PageThe ‘Filter’ MenuThe ‘Tools’ MenuKeyboard ShortcutsThe Mobile AppHow to set up Biometric Authentication on the Mobile AppHow to Log In to the Mobile AppHow to Activate Push NotificationsHow to Insert Your Company Logo Into the Mobile AppThe New Version of the Android AppHow to Log In to Multiple Accounts on the Dext Mobile AppHow to Switch Between Different Accounts on the Android Mobile AppHow to Switch Between Different Client Accounts on the Apple iOS Mobile AppHow to Remove Accounts from the Mobile AppIntroduction to Dext PrepareWhat Dext Prepare Products are Available?How Does Dext Prepare Work?Does Dext Prepare Comply with Tax Authorities?What Technology Does Dext Prepare use?Is There a Dext Mobile App?How Does Dext Prepare Convert Currency?Is There a Dext Community Resource?How to Sign Up to Dext as an Accountant or BookkeeperHow to Process your Sales InvoicesHow To Get Rewarded For Referring Your Peers To DextWhat Data is Extracted by Dext Prepare?Account Set UpUsing Intuit Single Sign On with DextHow to Set up Tax Rates in an Unintegrated AccountGetting Started with Dext Prepare for Accountants & BookkeepersMulti-account Management for Accountant & BookkeepersHow to Add a Client AccountHow to Add Multiple Client AccountsYour New Dext Prepare AccountHow to Add a User to Your AccountHow to Add Users to Dext PrepareHow to Invite Someone to Use Dext PrepareHow to Upload Your Suppliers List Into Dext PrepareHow to Set Up Your Customer ListHow to Set Up Your Category ListMulti-account Management for Accountant & Bookkeepers

You and your clients can use one email address to login to multiple accounts.Do you or your clients have two or more login details to access two or more Dext accounts? We now provide a way to only use one set of login details to access multiple businesses or practices.Simply verify the email address you wish to use, then merge the accounts to be able to easily navigate between the business or practices.What is Multi-account Management?Email VerificationMerging AccountsNavigating between Practices and BusinessesHelping a Client Merge their accountsCreating an Additional Client Account for a ClientResponding to a Client Connection Request & Selecting a PracticeInviting an Existing User to Your AccountWhat is Multi-account Management?Multi-account management allows you to manage multiple businesses or practices under one email address, enabling you to easily navigate between your business accounts from within your Dext account.You can combine multiple existing login details into one, while all the data in the separate businesses or practices remains untouched.To merge login details, simply verify the email address you wish to use to manage the accounts (if not already verified), then merge logins. After merging your login details, sign in with your chosen login details, and easily switch between your businesses or practices without having to log in and out.You can also create multiple client accounts under one email address for clients with multiple businesses. To help your clients with multiple accounts merge their login details, you can share this article with them. To create an additional account for your clients see the Creating an Additional Client Account for a Client section below.Important to know: You can only merge your own login details, as you’ll be merging your other logins into the one you are logged into. After the merge, your main login details will be the access point to all your businesses/practices.Email VerificationMerging multiple login details requires that the email address you choose to use as your only email address going forward is verified.If the email address you’re logged in with is unverified, you’ll automatically be prompted to verify your email first. If your email is already verified this step will be skipped.To verify your email:Log in to the web app with the login details you wish to keep as your unique log in credentials.Go to the Manage Profile icon in the top right of the screen, then Personal Details.There will be a banner at the top of the page. Click the Resend confirmation email link.If you don’t see the banner, it means that your email has already been verified.A confirmation email will be sent to your email address. Click Confirm your email to complete the process.Merging AccountsTo merge accounts:Log in to the web app with the login details you wish to keep as your unique log in credentials.Go to the Manage Profile icon in the top right of the screen, then Personal Details.Go to Merge logins and click the ‘Merge your login details so you can have a single login for Dext‘ link.Read the explanation of what merging accounts will do, then click Merge login details.Enter the login details for the account you wish to merge into the one you’re currently logged into or use single sign on, then click Next.On the final step, we’ll ask you to Confirm merge. This will mean: 

The lists of accounts you’ll be able to access with your current email address. Confirm that the merge only affects how you log into this account and not the data within that account. The login details for the account that’s being merged are deleted, including any potential single sign-on you might have used to access that account (e.g. Google).Navigating between Practices and BusinessesYou can easily switch between accounts in both the web and mobile apps with the account switcher.In the Web app:To navigate between different accounts:Go to the Account Switcher drop down in the top left of the page. Then click the Business or Practice you would like to switch to.Click Continue to confirm you’d like to switch accounts.In the Mobile App:To navigate between different accounts:Go to the Account Switcher icon in the top right of the screen. 2. Select the Business or Practice you wish to switch to from the list shown.Helping a Client Merge Their AccountsMerging multiple login details requires that the client choose one email address to use as their only email address going forward. To do this they must first verify the email address.Once their email address is verified, the client can then merge their accounts under the one email address.To verify their email address and merge their accounts your client must follow the steps in this article.Creating an Additional Client Account for a ClientIf your client has several businesses they wish to have separate Dext Prepare accounts for under the same email address, they have two options – to create the new business account themselves, or to have their accountant or bookkeeper create a new client account for them.If they wish to create it themselves they can follow the steps outlined in this article. Once they’ve created the account themselves, they can then invite you to the account if so desired.If they would like you to create the new account for them, follow the steps outlined below:To create a new client account for your client:Log in to the Dext Prepare web app.Go to My Clients in the Manage section of the sidebar.Click the green Add Client button at the top of the page.The ‘Create a client account’ window will then appear. Enter the client’s name or their business’ name, then select an industry category for the client if desired. When ready click Next.On the next screen, assign the members of your team access to the new client account. To do this tick the box next to the colleagues you want to give access to the new client account. To select all colleagues, tick the access box at the top of the list. When ready click Next.Please note – if you have no other colleagues on your account then this step will be skipped.Next, choose whether to invite the new client to Dext Prepare immediately via SMS and/or email OR skip this step.If you click Skip Invitation, a client account will be created and the client will be able to submit documents via their unique email in address, as well as be assigned to a document as a document owner, however they will not be able to access the Dext Prepare account themselves via the mobile or web app.If you DO want to invite the client to access the Dext prepare account to have full visibility of their transaction data and use the various submission methods available via the web and mobile apps to add documents; add the user’s name and email address, then click Continue.On the next page, add the client’s phone number if desired then, then click Invite.If the email address you entered is already being used by another client account, you will see a message warning you of this.If you don’t wish to create a new account, but simply access their existing account, reach out to your client and ask them to invite you to their account. If the client has multiple businesses and you wish to create an additional account under the same email address, click Invite and create another account for the client under the one email address.Finally on the confirmation page if the email address isn’t already in use, you must confirm that you’ll be adding the new client account to your client list and that an invitation will be sent to the listed email address.Once you’ve clicked Invite, the new client account will then be automatically added to your client list. The new client will have the same default values (base currency, account country) as your practice and be given email-in addresses to start submitting.Responding to a Client Connection Request & Selecting a PracticeIf a client invites you to access their Dext Prepare account and you have multiple practices, you can respond to their request and select which practice to connect the client with on the Client Connection Requests page.You will receive a link to the Client Connection Requests page in an email informing you of the client’s request. The page will show all of the requests sent to you by your clients. To respond to a request on the Client Connection Requests page:Go to the Client and select the desired practice from the Connect to drop down.When ready, click the green Connect button.Alternatively you can decline the request by clicking Decline. The client won’t be notified if the request is declined.You can also access your client connection requests from within your account by going to My Clients in the sidebar, and clicking Review in the info box stating how many connection requests you have. Inviting an Existing User to Your AccountYou can now invite existing Dext users to your accounts, which means each user can be part of multiple businesses or practices.To invite an existing user:Select the business you want to invite the user to from the account switcher in the top left of the page.Go to My Team in the sidebarThen click Add a user.Adding multiple users is not yet supported.Add the User’s details, then select the User privilege level you wish to assign to the user, and finally enter the user’s email address and click Add user. SMS invitations are not yet supportedThe user will then receive an invitation to join your business. If the user you’ve invited has already verified their email address they will automatically be added to your account and they will see the account switcher when they next log into their account.If the user you invited hasn’t verified their email address yet, their invitation status will show as ‘Pending invitation’ on the My Team page. The invitation will be active for 1 week.Users with unverified email addresses will be created as document owners only until they accept the invitation. This means that they will not be able to see the account switcher, and that you will be able to submit documents on their behalf but they will not be able to do so themselves until they accept the invitation. Accepting the invitation will also verify their email address.You can re-invite the user from the Manage dropdown, or Cancel the invitation if needed when it’s still in the pending state (for instance if you misspelled the email address or invited the user by mistake).Note: Once the user has accepted the invitation, their email address will be verified and you will no longer be able to change their email address or password (the user will be able to do so themselves).

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