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How to manually create a Costs or Sales document in Dext Solo

Create a Costs or Sales document in Dext Solo when there's no receipt. Dext makes a document image from the details you enter.

Written by Alexander

In Dext Solo, you can create a Costs or Sales document manually when a transaction doesn't have a receipt. Dext makes a document image from the details you enter. You can create the document in the web app or the Dext mobile app.

Note: Manually creating Costs and Sales documents is only available for Dext Solo clients.

Create a document in the web app

To create a document manually in the Dext web app:

  1. Go to the Costs or Sales workspace, then select Costs inbox or Sales inbox.

  2. Select Create document in the toolbar.

  3. Fill in the document details. Required fields are marked with an asterisk. Costs and Sales documents have the same fields, except that Costs has a Supplier field and Sales has a Customer field.

  4. Select Create.

Costs inbox with the Create document button outlined in the toolbar, then the Create document window with fields for Document owner, Type, Date, Supplier, Income source, Category, Rental property, Description, Currency and Total amount

Update the document image in the web app

To update the document image in the web app after you change a manual document's details, use the item's toolbar:

  1. Open the item.

  2. Select Regenerate Document in the toolbar at the top of the item.
    ​

Create a document in the Dext mobile app

To create a document manually in the Dext mobile app, start from the Costs or Sales tab:

  1. Go to the Costs or Sales workspace, then select Costs inbox or Sales inbox.

  2. Select Create document in the toolbar.

  3. Fill in the document details. Required fields are marked with an asterisk. Costs and Sales documents have the same fields, except that Costs has a Supplier field and Sales has a Customer field.

  4. Select Create.

Costs tab with the + menu open and Manual document outlined under Create, then the Create document form with Date, Supplier, Income source, Category, Rental property, description, Currency and Total fields and a Create button at the bottom

The document appears on the tab you created it from. Open the item to check the document image Dext made.

Update the document image in the mobile app

To update the document image in the mobile app after you change a manual document's details, use the item's menu:

  1. Open the item.

  2. Tap … at the top right.

  3. Tap Regenerate document.
    ​

Common questions about manual documents

These are the questions people ask most about creating documents manually.

Can I create a manual document if I don't use Dext Solo?

No. Manually creating Costs and Sales documents is only available for Dext Solo clients.

How do I update a manual document's image after I change its details?

In the web app, open the item and select Regenerate Document in the toolbar at the top. In the Dext mobile app, open the item, tap … at the top right, then tap Regenerate document.

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