1.Monitor new folder files
Integrate Dropbox and document storage to detect new scan files in your configured folder to start receipt intake.
Create receipts from scanned files into accounting intake
Automatically monitor new scan files in Dropbox folders across Dext. Create and update receipts when new files appear, scanned PDFs upload, or images land in the folderβso you can enrich metadata, upload receipt images, and add receipts to the accounting intake queue without manual downloads.
How this automation creates receipts for accounting intake
When new scan files land in a Dropbox folder, delays can block bookingkeepers from having receipts ready. This automation captures scanned file contents and creates receipt intake records and uploads receipt imagesβso your team can book faster.
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2.Get file contents
Integrate Dropbox and OCR-ready data tools to map scanned file contents into a receipt image payload to extract metadata.
3.Create receipt from image
Integrate Dext and accounting intake queues to upload the receipt image and map metadata to create a new receipt record.
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