Dext AI Assist guidance is built from conditions and actions. This article lists every field AI Assist guidance can check as a condition, and every action it can perform, including what's not supported yet. To create or edit guidance itself, go to Dext AI Assist: Account guidance.
Fields AI Assist can check as a condition
AI Assist guidance can filter which documents a rule applies to using these fields.
Field | Status | Notes |
Cost space documents | Supported |
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Sales space documents | Supported |
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Document owner | Supported | Can be used as a condition, not as an action |
Uploader | Supported | The user who submitted the document — can differ from the document owner |
Email text | Supported | Subject line support is coming soon. Go to Account guidance: Use email content in guidance for examples |
Bank space | Coming soon |
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Vault | Coming soon |
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Fields and actions AI Assist can update
AI Assist guidance can update these document fields once a condition is met. Adding, updating, merging, or splitting line items requires Line Item Extraction (LIX) — go to How to use Line Item Extraction in Dext.
Category | Field / action | Status | Notes |
Document | Flag document | Supported | Can include a specific colour as long as that colour flag is activated |
Document | Costs document type | Supported | Receipt, ATM, invoice, statement, expense statement, credit note, delivery note, mileage, rental statement, supplier statement, other |
Document | Sales document type | Supported | Sales invoice, sales receipt, sales credit note, rental statement |
Document | Date | Supported | ISO 8601 format (YYYY-MM-DD) |
Document | Due date | Supported | ISO 8601 format |
Document | Invoice number | Supported |
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Document | Description | Supported |
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Document | Note | Supported | Adds an internal note to the document |
Document | Mark as paid | Supported |
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Document | Archive | Supported |
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Amounts & tax | Currency | Supported | ISO 4217 code (GBP, EUR, USD, and so on) |
Amounts & tax | Total amount | Supported |
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Amounts & tax | Total amount (account currency) | Supported | Applies when the receipt currency differs from the account currency |
Amounts & tax | Tax | Supported | Selects from the tax list |
Amounts & tax | Tax amount | Supported | Custom numeric value, for when a rate isn't selected from the list |
Amounts & tax | Tax amount (account currency) | Supported | Applies when the receipt currency differs from the account currency |
Amounts & tax | GST/HST/TPS (primary tax) | Supported | CAD accounts only |
Amounts & tax | PST/QST/TVQ (secondary tax) | Supported | CAD accounts only |
Categorisation & routing | Supplier | Supported |
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Categorisation & routing | Customer | Supported |
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Categorisation & routing | Category | Supported |
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Categorisation & routing | Payment method | Supported | A 4-digit card suffix in guidance maps to the matching payment method |
Categorisation & routing | Product / service | Supported | Xero, QuickBooks Online, and KashFlow integrations only |
Categorisation & routing | Project 1 | Supported | Label depends on integration — for example, Tracking Categories in Xero. Go to Using projects in Dext |
Categorisation & routing | Project 2 | Supported | Tracked as a separate list from Project 1 |
Categorisation & routing | Publish to | Supported | Purchases, classic expense claims, bank accounts, sales |
Categorisation & routing | Publish as | Supported | Xero only — draft, awaiting approval, awaiting payment, or paid |
Categorisation & routing | Rebillable to client | Supported | Toggle — true or false |
Categorisation & routing | Income source | Supported | Selects from active income sources |
Line items | Add line item | Supported | Sets description, amount, tax, quantity, category, customer, project, property, or income source per line |
Line items | Update line item | Supported | Same fields as add — only the fields you set are changed |
Line items | Merge line items | Supported |
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Line items | Split line items | Supported |
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Bank details | Bank account number | Coming soon |
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Bank details | Bank account sort code | Coming soon |
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Bank details | IBAN | Coming soon |
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Not supported | Purchase order number | Not supported | Set manually — go to How to use Purchase Order Match in Dext |
Not supported | Purchase order link | Not supported | The link/toggle field, separate from the purchase order number text field |
Not supported | Close purchase order | Not supported |
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Not supported | Contact tax number | Not supported |
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Not supported | Document owner | Not supported | Can be used as a condition, not as an action |
Not supported | EU goods/services | Not supported |
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Not supported | ABN (Australian Business Number) | Not supported |
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Not supported | Include in TPAR | Not supported |
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Not supported | Supplier category | Not supported |
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Not supported | Integration | Not supported |
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