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How to request paperwork or report a supplier statement mistake

Request missing invoices from a supplier or report a supplier statement extraction mistake in Dext.

Written by Alexander

You can request missing documents from a supplier or flag an extraction mistake directly from a supplier statement's Details page. This article covers both actions and what each one does.

Supplier statement details page top bar showing the Request paperwork and Report mistake buttons.

Send a paperwork request

To request missing invoices or credit notes from a supplier, send a paperwork request from the statement's Details page.

  1. Open the supplier statement and select Request paperwork at the top.

  2. Check the Sender name (this is pre-filled with your name, but you can edit it).

  3. Add one or more recipients by entering their name and email address.

    • Use the + button on the right to include multiple contacts.

  4. Review the missing invoices or credit notes.

    • You can edit the date, reference, type, or total amount.

    • Remove any items you don't want to include using the X icon.

    • Select Add to include another item manually.

  5. Select Send to request the paperwork by email.

Request paperwork modal with recipient fields and a list of missing invoices or credit notes to edit or remove.

The recipient receives an email listing the invoices or credit notes you've requested.

Paperwork request email listing missing invoices and instructions for returning the documents.

Important: There are two limitations to requesting paperwork:

  • Each line item can only be requested once per statement. After you send a request, those items are marked as requested and won't appear next time you open Request paperwork on the same statement. To resend a request for the same item, select Add and enter the invoice details manually.

  • You can only send one request per statement every 12 hours. If you've already sent a request, Request paperwork is unavailable until the 12-hour window passes.

Export the request instead

If you don't want to email the supplier, select Export to download the request instead.

Report an extraction mistake

If there's an issue with the statement:

  • Try re-submitting the item.

  • If the issue persists, select Report mistake at the top of the page.

Important: Report mistake excludes the item from your processed item count. It doesn't reprocess or re-extract the statement. It also stops you from:

  • Viewing extracted line items

  • Marking the item as reconciled

  • Sending paperwork requests

To try the extraction again:

  1. Select Report mistake first. Deleting the statement alone doesn't remove its charge.

  2. Delete the statement.

  3. Upload it again as a new document.

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