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.
This article is relevant to the enhanced Dext experience. You can access the article for the legacy Dext experience here.
Note: To send a Request Paperwork report you must be assigned the admin role on your Partner account. Partners that are working on a Client account have the admin role by default. Clients of Dext Prepare 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