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Receipts and Expenses

Auto-Categorize Receipts with Dext AI Assist Guidance Rules

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What the source describes

Dext's help centre describes AI Assist as a bookkeeping agent that suggests values for fields like category, tax and description on Costs and Sales items, using document content and past decisions. It explains each suggestion and lets the user accept, dismiss or automate it, with each guidance rule set to manual review or auto-apply. It can also read the body of emails used to submit documents.

Result or outcome

According to the source, AI Assist helps save time on manual edits such as categorising receipts and reclassifying invoices, while keeping the bookkeeper in control through explanations and a choice between manual review and auto-apply.

How to run it

  1. Confirm Dext AI Assist is enabled for the client in Dext Prepare, either through the free trial or your subscription settings.
  2. Paste the prompt on this page into an AI chat with your usual supplier coding to draft plain-language guidance rules for the client.
  3. In Dext, open AI Assist from the left-hand navigation, select Create guidance, and enter each rule, setting it to Manual review or Auto-apply.
  4. Open Costs and Sales items and review suggestions marked with the sparkle icon, hovering to read the explanation and guidance behind each one.
  5. Accept or dismiss each suggestion, adding feedback when you dismiss, and switch a rule to Auto-apply only after it proves consistent.

Try it yourself

Copyable prompt

I am setting up automation rules for a client's receipt processing. The client is a [type of business] using [accounting software]. Here is a list of their most common suppliers with how I usually code them: [supplier name, category, tax code]. Please turn this into a set of clear, plain-language guidance rules I could enter into an AI categorization tool. For each rule, state the condition (supplier, keyword, amount range or payment method), the field to set, and whether it should be auto-applied or sent for manual review. Mark any rule that involves mixed personal and business spend, capital items over [threshold], or tax treatment questions as manual review only.

Replace the [bracketed] placeholders. Remove client names, account numbers, and personal data before pasting into any AI tool.

What to review

Before moving any rule to Auto-apply, compare a sample of AI Assist's suggested category, tax and description values against the original receipts and invoices. Keep personal spend, motor vehicle, sales tax and capital items on manual review. Dext notes AI Assist covers Costs and Sales only, not the Bank workspace, and that line item rules need Line Item Extraction, so check your plan.

Related free download: 50 AI Prompts for Bookkeepers (Prompt pack (PDF))

Source: Dext Help Centre

Not professional advice. This is general information, not accounting, tax, legal or financial advice. Check AI output yourself and consult a licensed professional for your situation. See our Terms of Use.

This entry summarizes a public source. Features, plans, and availability change, so confirm details with the vendor. Tool names are trademarks of their respective owners.

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