You can create a Costs or Sales document manually in Dext Solo when a transaction doesn't have a receipt. Dext generates a document image automatically from the details you enter, which you can update at any time.
Note: Manually creating Costs and Sales documents is only available for Solo clients.
Create a document on the web
To create a document manually from the web app:
Go to the Costs or Sales workspace and select Costs inbox or Sales inbox.
Select Create document from the toolbar.
Fill in the document details. Required fields are marked with an asterisk. The available fields are the same for Costs and Sales, except Costs uses a Supplier field and Sales uses a Customer field.
Select Create.
The document will appear in the inbox. Dext generates a document image automatically from the details you entered. To view it, open the item.
If you update the item details and want the document image to reflect the changes, select Regenerate Document in the toolbar at the top of the item detail page.
Create a document on the mobile app
To create a document manually from the mobile app:
Go to Costs or Sales in the bottom navigation bar.
Select the camera button in the bottom navigation bar, then select Create document from the menu.
Fill in the document details and select Create.
The document will appear in the workspace. To view the auto-generated document image, open the item. If you update the details and want the image to reflect the changes, select the three-dot menu in the top right of the item and choose Regenerate document.