1.Detects new receipt
Integrate Dext and accounting tools to capture each new receipt and to trigger PDF creation.
Create payment requisition issues with dated invoice PDFs
Automatically monitor new receipts in Dext across cloud storage and issue tracking. Create and update payment requisition issues with dated invoice PDFs when receipts arrive or codes resolve or approvals are neededβso you can route requests to finance review without manual filing.
How this automation creates payment requisitions fast
When new receipts stay uncoded and unshared, payment workflows stall for approvers. This automation formats receipt details, uploads dated PDFs, looks up issue field options, and creates Jira payment requisition issuesβso your team can approve requests without manual paperwork.
Dextor swap with your favorite app
2.Formats receipt fields
Integrate Formatter by Zapier and data cleanup tools to format receipt dates and amounts to YYYY-MM-DD filenames.
Formatter by Zapieror swap with your favorite app
3.Uploads renamed PDF
Integrate Dropbox and file storage tools to upload the receipt PDF with a date and amount name.
Dropboxor swap with your favorite app
4.Finds or creates lookup
Integrate Zapier Tables and data mapping tools to match currency and return configured labels for issue fields.
Zapier Tablesor swap with your favorite app
5.Creates payment requisition issue
Integrate Jira Software Cloud and issue tracking tools to create the payment request with PDF link and mapped fields.
Jira Software Cloudor swap with your favorite app
6.Posts REST attachment
Integrate Webhooks by Zapier and attachment services to post the Dropbox file to Jira issue attachments when needed.
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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