The Request paperwork feature lets you create and send requests for bank transactions that don’t have matching receipts or invoices. This helps you collect missing paperwork and keep transactions ready for reconciliation.
Before you start
This feature is available to:
Admin users in Business accounts
Accountants or bookkeepers accessing a client account
Only users who have installed the Dext mobile app will appear in the recipient list when sending a request. If no users are available to select, you can only export the paperwork request report.
How requesting paperwork works
You can request paperwork for bank transactions that do not yet have a matching document.
When you send a request:
The recipient receives a notification in the Dext mobile app.
They can upload the missing receipt or invoice directly.
The transaction updates automatically once paperwork is submitted.
Request paperwork from the Transactions page
You can send requests directly from the Transactions page.
Go to Bank > Transactions.
Select the Filter icon.
Choose Without requested paperwork to show unmatched transactions.
Select the transactions you want to include.
Select Request paperwork at the top of the page.
Choose a recipient from the list.
Add optional notes for context.
Select Export to download a PDF or CSV report (optional).
Select Send.
After sending, the request history appears in the Paperwork requests column on the Transactions page.
Request paperwork from the Clients list (Practice accounts only)
Accountants and bookkeepers can request paperwork across multiple client accounts from the Clients list.
Go to the Clients list.
Scroll to the Requested paperwork column.
Select the number next to a client.
On the next page, select the number again in the Requested paperwork column.
You will be taken to the Transactions page showing the relevant items.
Follow the steps in Request paperwork from the Transactions page to send the request.
This view is not available in Business accounts.
How recipients respond
Recipients can respond using the Dext mobile app.
Open the Dext Mobile App.
Tap the Notifications (bell) icon in the Costs inbox.
Go to the Paperwork requests tab.
Select the transaction.
Choose to Dismiss or Submit paperwork.
Upload the document by taking a photo or selecting an image.
What happens after paperwork is submitted
Once the recipient responds:
If paperwork is submitted, the transaction updates to Match found in the Match column.
If the request is dismissed or no paperwork is available, the transaction shows Unavailable paperwork.
You can review the status of each request in the Paperwork requests column on the Transactions page.
When you might use this feature
Request paperwork when:
A bank transaction has no matching receipt or invoice.
You need supporting documentation before reconciliation.
You want to prompt clients or team members to upload missing documents.