Auto supplier based on payment method
My firm exclusively looks after NPOs and we love Dext! It would be really cool if we could have an option for when a payment method is extracted it auto sets the supplier. Many NPO's have volunteers and staff purchase for them for reimbursement later. Dext can (after setting it up) already show me when it's a personal card used but it would really help ensure we catch it it it also changed the supplier to the payment method person. Just 1 more field needed to set a supplier as default when this card number is used. Thanks!!
Jesse Blades
shared this idea
Hi Jesse,
Dext AI Assist is now live and ready to use. It helps automate more of the bookkeeping work you already do in Dext:
• Automatically apply the correct VAT treatment to documents
• Categorise documents using context, beyond supplier rules
• Reduce repetitive data corrections
• Keep you fully in control of what automation is applied
AI Assist can also support your workflow by updating the supplier based on the payment method or other item details.
We’d encourage you to give it a try and see how it fits into your workflow. A good place to start is this section of our Help Centre:
https://help.dext.com/en/collections/1204759-dext-ai-assist
The Dext Team