Large and multi use Description
If you add a description within the supplier rules, you are then unable to add an additional description to a particular bill. for example, the supplier rule may describe "to be approved by ?" Then, when a bill is sent to Dext, that person may type #note Approved #note. This approval is not visible because there is already a description feeding from the supplier rules. We need to be able to see both comments. Thanks!
Louise Lamb
shared this idea
Hi Louise,
We have just launched AI Assist, which 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 around descriptions, for example by helping apply consistent description rules, or by adding additional text alongside the original description where needed. You can also use the “Specific workflow” option in the Suppliers menu. This will appear at the top of the item 'Details' page as a reminder for whoever is reviewing the item.
We’d encourage you to give Dext AI Assist 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