Request Paperwork is a feature that allows you to create a report on bank transactions that do not have matching receipts or invoices. You can then send the report to your team or (if you are a Dext Partner) to your clients so they can instantly see what’s missing and submit the paperwork.
Note: To send a Request Paperwork report you must have administrator privileges on your Partner account. Partners that are working on a Client account have administrator privileges by default. Clients of Dext Partners do not have access to this feature.
- How to Request Paperwork
- How to Download a Request Paperwork Report
- How to Respond to a Paperwork Request
- What Happens When My Client Replies to a Request?
How to Request Paperwork
To send a request for paperwork:
- Go to Bank, then Transactions.
- On the list of transactions, you can filter for unmatched transactions by going to the filter icon and selecting Without Requested Paperwork.
- Next, select the transactions you wish to request paperwork for, then click the Request paperwork button.
- You will then see a list of the selected transactions. At the top of the screen select the recipient of the request. Keep in mind that if a client user has not downloaded the mobile app their name will not be visible in the list. You can also add a note the the individual transactions if needed.
- When ready, click Send. The recipient will be sent a request in their mobile app.
- Once you have sent your Request for Paperwork the history of this request will appear in the Paperwork Requests column on the transactions page.
How to Download a Request Paperwork Report
To download a report, (after accessing the steps above to create a report):
- Click Download and select CSV or PDF.
How to Respond to a Paperwork Request
You can respond to a paperwork request in your iOS or Android Dext mobile app.
To do this:
- Tap the Notifications icon in the top right corner of your costs inbox screen.
- Go to the Paperwork Requests tab.
- Select the transaction.
- Tap Dismiss or Submit Paperwork.
- Take a photo of the paperwork or upload an image from your photo library.
What Happens When My Client Replies to a Request?
Any submitted paperwork will show as Match found in the Match column on the transaction page.
If the user is unable to submit the paperwork, the transaction’s status will