Paperwork Match allows you to attach document images from Dext to existing transactions in your accounting software. It matches documents to payments created within the last 6 months and sends only the image - not the financial data.
Important:
Paperwork Match is available in the Dext web app only for accounts integrated with Xero, Sage Accounting, MYOB, or QuickBooks Online.
Paperwork Match does not create or republish transactions. It attaches the document image from Dext to an existing transaction in your accounting software.
How Paperwork Match works
Paperwork Match compares Cost items in Dext with existing transactions in your accounting software.
A match is identified based on:
Matching Supplier name
Matching Total amount
Matching Invoice or receipt date
The transaction date in your accounting software can be up to 10 days after the document date in Dext and still match successfully.
Important: Paperwork Match reviews transactions from the last 6 months only.
Identify matched items in the Costs inbox
When a document matches an existing transaction:
A Match found icon appears in the Match column of the Costs inbox.
You can hover over the icon to view matching details.
Send the document image to your accounting software
Once a match is identified:
Open the item from the Costs inbox.
Select Send image to.
Confirm the action.
The document image will be attached to the existing transaction in your accounting software.
Important: Paperwork Match sends only the image. It does not publish categories, tax rates, payment data, or any other item details.
When Paperwork Match does not apply
Paperwork Match will not apply if:
The transaction is older than 6 months
The supplier name does not match
The total amount does not match
The date falls outside the 10-day matching window
In these cases, you will need to publish the item manually.