Missing Paperwork Reports provide a detailed description of around 100 of the latest transactions in Xero or QuickBooks Online from the past 6 months that don’t currently have an attached document image.
This means Dext can quickly construct a report for your clients, detailing the documents that they need to submit in order to audit-proof their transactions.
This feature gives you an overview of what number of all items in your client’s Xero or QuickBooks Online account were created without a bill or receipt being present.
To view the number of item in a client’s Xero or QuickBooks Online account with missing paperwork:
- On your client list, go to the Missing Paperwork column. Click the number in the Missing Paperwork column to construct a report of the missing items to send to your client.
- If needed, you can filter the listed items by date and/or amount range for the requested documents.
The report can be downloaded as a .CSV, .PDF or as an excel spreadsheet.
When ready click Export.
