How Dext Prepare extracts a category from items

When you submit a receipt, invoice or other piece of financial paperwork, Dext Prepare will analyse the current document and previous documents to assign an appropriate category.

When Autocategorization is on, the tool will use machine learning to extract a category based on the way you previously categorised similar items in your account. If there is a supplier rule in place then we will only suggest a category.

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You can turn ON this autocategorization by navigating to the System Settings page under the My Profile menu and turning the toggle to ON.

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You can easily see if an item has been autocategorised, by going to the Inbox and hovering over the category listed. 

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