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Dextension goes live to boost GL integration

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Dext has released its Dextension browser add-on for Xero and QuickBooks Online to bridge the workflow gap left by a patchy integration landscape and reduce the number of clicks made by accounting users.

19th Jun 2024
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It’s a well-known accounting software tenet that not all integrations are created equal. While ledger platforms provide general ledger (GL) integrations through their app marketplaces, many firms struggle to link their patchwork of programs together due to poor or non-existent connections and therefore struggle to find efficiencies in their daily processes.

To bridge this workflow gap, pre-accounting app Dext has built Dextension, a Google Chrome browser extension built as a way of deepening the integration between Dext and cloud accounting platforms QuickBooks Online and Xero.

After announcing Dextension in autumn 2023, Dext has now made it generally available via the Chrome web store or Microsoft app store at no additional cost to Dext, Xero and QuickBooks Online customers. 

What can Dextension do?

The tool is built to streamline accounting processes by combining Dext’s functionality with that of the accountant or bookkeeper’s general ledger tool, reducing the number of clicks users of the two products make.

Its functionality includes the ability to quickly check an invoice in Xero or QuickBooks Online before reconciling it by clicking on a paperclip icon overlaid by the Dextension tool, rather than manually navigating through to the invoice.

Dextension 1
Dext

For each bank transaction, Dextension will look for a statement or remittance that matches the date, the amount and the supplier name. If it finds one, it will display a paper clip so that the user can bring it up on the screen.

Dextension 2
Dext

If there are bank transactions that need paperwork from a client, Dextension offers the ability to request paperwork right from the general ledger’s bank space. Users can click “Request paperwork”, and Dextension lists all transactions without attachments, select the one(s) they need and copy-paste the generated email.

Dextension 2
Dext

Users can also right-click PDFs and upload them directly into Dext. For a full range of Dextension’s features, visit its user guide, the Google Chrome web store or the Microsoft app store. 

Testing, time-saving and future plans

Stephen Edginton, chief product and technology officer at Dext, told AccountingWEB the tool has been through a period of extensive testing with 500 monthly users. 

“We’ve watched how the best accountants and bookkeepers in the world work, seen what processes they’re using and helped them optimise their processes,” said Edginton.

“A lot of Dextension’s functionality might seem like little things but the alternative is multiple tabs or multiple windows with multiple clicks,” he added. “It adds context when doing a lot of the actions required by firms, and if you’re doing the bookkeeping for 50,100, or even 500 clients, the time-saving is immense.”

Work will continue to add features to Dextension where its users see value, with Edginton pointing to areas like automatically filling out repetitive compliance forms or confirmation statements as being particular targets for automation and development.

How do browser extensions relate to accounting software?

Browser extensions add custom features to internet browsers, bringing additional features to the tab a user is already working in, rather than flicking back and forth between windows, tabs or apps – in other words, a quick way to use multiple types of software without interrupting workflow.

Common browser extensions used in general business include spell-checker Grammarly, screen recorder Loom, and scheduling tool Calendly. However, the use of browser extensions is a relatively new development in the world of accounting software, which has focused in recent years on API connections between software. While the likes of Mayday and XBert have deployed Chrome extensions to work with Xero, Dext’s move brings this trend further into the mainstream. 

“Apps can only integrate via a platform’s API – they don’t have embeddability,” said Edginton. “Chrome Extensions make that easier. We’re using Dextension to give users the best functionality we can but if, for example, Xero adds the ability to see transactions, then we’ll take that away.”

To access the extension’s full capabilities, users need to be Dext subscribers and also customers of the relevant accounting platform – either Xero or QuickBooks Online. They will also have to use Google Chrome or Microsoft Edge as their internet browser.

Interested parties can find and trial Dextension by searching for the term in their Google Chrome web store or Microsoft app store.

Replies (2)

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By Paul Crowley
20th Jun 2024 02:03

Great if people genuinely know what is going on and know that the ap is operating.
My client used hubdocs for both invoices and statements.
Never seen such an eff up before. Double claim of input VAT.
But as we all know, the software system must be right and the stupid accountant just does not understand modern technology.
If only the sellers could be bothered to teach their clients how to use the stuff they sell.

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Replying to Paul Crowley:
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By carnmores
24th Jun 2024 07:59

I tend to agree the most important thing that all users need to do is learn how to use the software properly .i have some clients who get it all wrong on sales and remittances and others who constantly double up on transactions. not sure that including another layer will help at all

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