The Missing paperwork column in your client list shows how many transactions in a client's connected accounting software don't have a document image attached. Selecting that number generates a report you can filter and export to share with your client.
Important: This feature is only available on the Practice Advanced plan and requires the client account to be connected to Xero or QuickBooks Online.
View missing paperwork for a client
To see which transactions are missing paperwork, go to your Clients list and find the Missing paperwork column. The number shown is the count of transactions in the client's accounting software that have no attached document image.
Generate and export a missing paperwork report
To generate a report for a specific client, select the number in their Missing paperwork column.
This opens the missing paperwork report for that client, showing up to 100 of the most recent transactions from the past 6 months that are missing a document image. Each row shows the transaction date, supplier, total amount, and reference.
From here you can:
Filter the listed transactions by date range or total amount using the filter panel on the right, then select Apply.
Select your preferred export format - CSV, PDF, or Google Sheets.
Select Export.