Make Payment Method field mandatory
Can we make fields such as the payment method mandatory? As in, is it possible to prevent automatic movement to the 'ready' section if the payment method has not been specified (manually or by a supplier rule)?
6
votes
Neda Trifonova
shared this idea
Hello everyone,
We have just launched AI Assist which helps automate more of the bookkeeping work you already do in Dext:
- Automatically apply the correct VAT treatments to documents
- Categorise documents using context, beyond supplier rules
- Reduce repetitive data corrections
- Stay fully in control of what automation is applied
Dext AI Assist can also update the payment method field, or flag documents when that fields is empty. We’d encourage you to give it a try and see how it fits into your workflow
The Dext Team