You can configure extraction settings under Business settings > Extraction to set default behaviors for various fields. However, there's no specific setting to map custom field names like "Claim Received" to the Document Reference field automatically.
For exports, you can use the "Dext Default" export format which includes an "Invoice Number" column populated with each item's document reference.
Since you're processing hundreds of documents weekly with this consistent field mapping need, I'd recommend submitting this as a feature request via the Resources (?) button in your Dext account > Suggest a feature for custom field mapping capabilities.
Kali Martin
supported this idea
·
You can configure extraction settings under Business settings > Extraction to set default behaviors for various fields. However, there's no specific setting to map custom field names like "Claim Received" to the Document Reference field automatically.
For exports, you can use the "Dext Default" export format which includes an "Invoice Number" column populated with each item's document reference.
Since you're processing hundreds of documents weekly with this consistent field mapping need, I'd recommend submitting this as a feature request via the Resources (?) button in your Dext account > Suggest a feature for custom field mapping capabilities.