When someone in your business, or your accountant or bookkeeper, asks you for missing paperwork, you get a notification in the Dext mobile app. You can upload the missing receipt or invoice, or dismiss the request if you don't have it.
This article covers responding in the Dext mobile app. To send a request, go to How to request paperwork for bank transactions in Dext
Find a paperwork request in the Dext mobile app
To find a paperwork request in the Dext mobile app, open the Paperwork requests tab in Communications:
Open the Dext mobile app.
Tap the bell icon at the top right of the Costs tab. This opens Communications.
Tap the Paperwork requests tab.
Tap the transaction. This opens the request, with the buttons Dismiss and Submit paperwork.
Tap Submit paperwork to upload the missing receipt or invoice, or tap Dismiss if you don't have it.
If you tapped Submit paperwork, take a photo of the document or choose an image from your phone.
Each request is a bank transaction that needs a receipt or invoice. The Messages tab next to Paperwork requests holds messages about items. For those, go to How to use item messaging in Dext
For camera modes and tips, go to How to scan and upload documents in the Dext mobile app
What happens after you respond
After you respond, the request updates for the person who sent it:
If you submit paperwork, the request is marked as answered, and Dext tries to match your document to the bank transaction.
If you dismiss the request, the transaction shows Unavailable paperwork for the person who sent it, and the request history shows the status Dismissed.
Common questions about responding to a paperwork request
These are the questions people ask most about paperwork requests in the app.
Why can't I see a paperwork request in the app?
Paperwork requests appear in Communications, on the Paperwork requests tab. To open it, tap the bell icon at the top right of the Costs tab. If the tab is empty, ask the person who sent the request to check which user they chose as the recipient.
I didn't get a notification. Can I still respond to the request?
Yes. Open the Paperwork requests tab in Communications to see your requests, even if you didn't get a notification.
What happens when I dismiss a paperwork request?
The transaction shows Unavailable paperwork for the person who sent the request. Dismiss a request when you don't have a receipt or invoice for the transaction.
What happens when I submit paperwork?
The request is marked as answered, and Dext tries to match your document to the bank transaction. The person who sent the request can check the transaction in Dext.
I sent the document by email or from my computer. Why is the request still there?
A request is marked as answered when you submit paperwork from the request in the Dext mobile app. If you send the document another way, the request can stay open until Dext matches the document to the transaction. To answer the request, tap Submit paperwork on it in the app.