Introduction to Rules and Automation in Dext Prepare

Use Rules, Smart Split and Auto-publish to specify specific ways that data should be treated when paperwork from particular suppliers, payment methods or users are submitted. 

Read the other articles in this section to learn more about:

  • Supplier Rules – specifications in how paperwork from a particular supplier should be coded or described
  • User rules – specifications on which Payment Methods or Projects should be applied to paperwork submitted from a particular user.
  • Smart Split – specify how paperwork from a particular vendor should be split into line items
  • Auto-publish – automatically publish coded paperwork from a specific supplier to an integrated accounting software.

Rules and Smart Split are applied as soon as an uploaded item has finished the extraction process. Setting a Rule or a Smart Split will affect current and future items in the Inbox.