1.Detects new receipt
Integrate Dext and receipt capture tools to detect new receipts and start the payment requisition flow.
Create payment requests from new receipt images fast
Automatically monitor new receipt uploads across Dext and Dropbox. Create and update payment requisitions when receipts arrive, currency categories are missing, or totals are normalizedβso you can create issues, route approvals, and archive PDFs without manual receipt handling.
How this automation creates payment requests from receipts
When new receipts land in inbox-based workflows, delays can stall AP processing and cause routing mistakes. This automation normalizes receipt data, builds payment requisition issues, and attaches the renamed receipt PDFβso your team can approve faster.
Dextor swap with your favorite app
2.Normalizes receipt fields
Integrate Formatter by Zapier and data transformation tools to normalize receipt date and total amount formats.
Formatter by Zapieror swap with your favorite app
3.Uploads and renames receipt
Integrate Dropbox and file storage tools to upload the receipt and save it with a standardized filename.
Dropboxor swap with your favorite app
4.Creates or finds lookup records
Integrate Zapier Tables and lookup mapping tools to match currency and category values for routing.
Zapier Tablesor swap with your favorite app
5.Creates payment requisition issue
Integrate Jira Software Cloud and issue management tools to create a payments issue with mapped amount and date fields.
Jira Software Cloudor swap with your favorite app
6.Attaches receipt to issue
Integrate Webhooks by Zapier and attachment tools to post the renamed receipt PDF to the created issue.
Webhooks by Zapieror swap with your favorite app
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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