Add symbol beside category field (AI vs Supplier Rule vs User chosen)
Can you please add a symbol to denote if a user who uploaded the document via mobile specifically picked a category? Currently if Dext makes a category suggestion, there is a symbol beside the category name. It would be nice if there was a symbol to show if the category was entered because of the supplier rule or because the mobile user specifically chose it. Thanks!
Jody Schlese
shared this idea
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Jill Goulet
commented
This is a must-have feature! It is causing so many inefficiencies for us to need to contact the user to find out if that was the specified category or if it was just the AI choosing the wrong category. Specifically we are using Category, Product/Service, and "Customer" fields to categorize expenses. I can see User selections in the History, however it seem like history doesn't show if they select things before scanning the receipt.