Missing Paperwork Reports provide a detailed description of the latest around 100 transactions in Xero, Sage Online or QuickBooks Online from the past 6 months that don’t currently have an attached document image.
This means Dext Prepare 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, Sage Online or QuickBooks Online account were created without a bill or receipt being present.
You can view this number in the Missing Paperwork column of the Client View.
Click the number in the ‘Missing Paperwork’ column to construct a report of the missing items to send to your client. You can specify a date and/or amount range for the requested documents.
This Missing Paperwork report can be downloaded as a .CSV, .PDF or as an excel spreadsheet.