1.Detects new receipt
Integrate Dext and receipt parsing tools to capture attachment payloads and map receipt metadata to your workflow.
Store each incoming receipt in dated cloud archive
Automatically capture new receipts across Dext, and store them in a month-keyed archive in Amazon S3. Format dates, validate image or PDF attachments, and upload audit-ready files so you can reduce manual filing, speed retrieval, and keep bookkeeping consistent without paperwork.
How this automation preserves audit-ready receipts
When new receipts arrive without consistent organization, audits and bookkeeping become harder than they should be. This automation captures new receipts, formats dates, validates attachment types, and uploads files into a structured archiveβso your team can retrieve documents fast.
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2.Formats receipt date
Integrate Formatter by Zapier and document normalization tools to format the receipt date to YYYY-MM for folder organization.
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3.Validates attachment type
Integrate Formatter by Zapier and file inspection tools to check attachment filenames or content and continue only for image or PDF files.
4.Uploads file to archive
Integrate Amazon S3 and cloud storage to upload the receipt attachment using a structured object key in a configured bucket.
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Simplify document access with automated file routing, archive logging, and retrieval alerts
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