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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Note: AI Assist doesn’t run on documents imported through Commerce Lite or the Amazon Business connection, so guidance doesn’t categorise or publish them. Invoices from other Fetch suppliers, and Amazon invoices you upload or email to Dext, run AI Assist as normal.
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).
Category | Field / action | Status | Notes |
Document | Flag document | Supported | Can include a specific colour as long as that colour flag is activated |
Document | Update Costs document type | Supported | Receipt, ATM, invoice, statement, expense statement, credit note, delivery note, mileage, rental statement, supplier statement, other |
Document | Update Sales document type | Supported | Sales invoice, sales receipt, sales credit note, rental statement |
Document | Update Date | Supported | ISO 8601 format (YYYY-MM-DD) |
Document | Update Due date | Supported | ISO 8601 format |
Document | Update Invoice number | Supported |
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Document | Update Purchase order number | Supported | Can be sent via email along with the document and populated by AI Assist |
Document | Update Description | Supported |
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Document | Update 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 | Update Currency | Supported | ISO 4217 code (GBP, EUR, USD, and so on) |
Amounts & tax | Update Total amount | Supported |
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Amounts & tax | Update Total amount (account currency) | Supported | Applies when the receipt currency differs from the account currency |
Amounts & tax | Update Tax | Supported | Selects from the tax list |
Amounts & tax | Update Tax amount | Supported | Custom numeric value, for when a rate isn't selected from the list |
Amounts & tax | Update Tax amount (account currency) | Supported | Applies when the receipt currency differs from the account currency |
Amounts & tax | Update GST/HST/TPS (primary tax) | Supported | CAD accounts only |
Amounts & tax | Update PST/QST/TVQ (secondary tax) | Supported | CAD accounts only |
Categorisation & routing | Update Supplier | Supported |
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Categorisation & routing | Update Customer | Supported |
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Categorisation & routing | Update Category | Supported |
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Categorisation & routing | Update Payment method | Supported | A 4-digit card suffix in guidance maps to the matching payment method |
Categorisation & routing | Update Product / service | Supported | Xero, QuickBooks Online, and KashFlow integrations only |
Categorisation & routing | Update Project 1 | Supported | Label depends on integration, for example, Tracking Categories in Xero. Go to Using projects in Dext |
Categorisation & routing | Update Project 2 | Supported | Tracked as a separate list from Project 1 |
Categorisation & routing | Update Publish to | Supported | Purchases, classic expense claims, bank accounts, sales |
Categorisation & routing | Update Publish as | Supported | Xero only: draft, awaiting approval, awaiting payment, or paid |
Categorisation & routing | Update Rebillable to client | Supported | Toggle: true or false |
Categorisation & routing | Update Income source | Supported | Selects from active income sources |
Categorisation & routing | Update Prepaid expense | Supported | One suggestion to accept or dismiss for all 4 prepaid fields |
Categorisation & routing | Update Prepayment recognition method | Supported | One suggestion to accept or dismiss for all 4 prepaid fields |
Categorisation & routing | Update Prepayment start date | Supported | One suggestion to accept or dismiss for all 4 prepaid fields |
Categorisation & routing | Update Prepayment end date | Supported | One suggestion to accept or dismiss for all 4 prepaid fields |
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 | Update 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 | Update Contact tax number | Not supported |
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Not supported | Update 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 | Update Integration | Not supported |
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