Auto-categorise line items based from key words
It would be useful to have the ability to auto-categorise supplier invoice line items based on keywords.
For example, if a supplier invoice includes a line item containing words such as “shipping” or “carriage”, it would be helpful if Dext could recognise those keywords based on rules set by the user. That specific line could then be automatically coded to the appropriate GL code, rather than relying on the total cost or manual coding.
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Josh Clough
shared this idea
Hello,
Dext AI Assist can now create, update, and group line items on your documents. For more information, we recommend this article: https://help.dext.com/en/articles/500051-what-is-dext-ai-assist
Best,
The Dext Product Team