Dext

Learn how Dext's automation features work together - rules, auto-publish, Smart Suggestions, and more - and what happens when more than one rule applies.

Rules and automation in Dext

Learn how Dext automatically categorises your Costs items using machine learning and supplier rules. Find out how to enable Auto-categorisation, when it starts working, and how manual category selections on…

How Dext auto-categorises your Costs items

Automate data entry in Dext with Supplier and Customer Rules. Learn how to set, manage, and bulk edit rules for categories, tax, due dates, and more.

How to use supplier and customer rules in Dext

Automate how you divide transactions with Smart split. Create rules to automatically split supplier or customer transactions into fixed amounts or percentages - no manual entry needed. Ideal for invoices…

How to use Smart split in Dext

Automatically extract individual line items from Costs and Sales documents in Dext. Learn how Line Item Extraction works, which documents are supported, and how to extract line items automatically or…

How to use Line Item Extraction in Dext

Group extracted line items by description, tax percentage, or both for Costs and Sales documents in Dext.

How to group line items in Dext

Set default payment methods and projects for specific users in Dext. User rules override supplier and payment method rules for the same field.

How to set up user rules in Dext

Set up payment method rules in Dext to automate auto-publish, publish destinations, and understand how rule priority works.

How to set up payment method rules in Dext

Learn how Smart Suggestions work in Dext and how to enable them to speed up coding for project fields and item descriptions.

What are Smart Suggestions in Dext?

Alexander

Teodora

Rules & automation

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