1.Captures new receipt
Integrate Dext and receipt processing tools to detect new receipts and trigger requisition creation.
Create payment requisitions from incoming receipts for AP
Automatically capture new receipts and turn them into AP requisitions across Dext and accounting workspaces. Create and update when new receipt detected, receipt file saved, or reference lookups completeβso you can normalize fields, link stored files, and create Jira issues without manual paperwork.
How this automation creates AP requisitions from receipts
When new receipts arrive in Dext, delays can stall AP review and increase rekeying risk. This automation normalizes fields and saves receipt links, looks up reference records, and creates Jira payment requisitionsβso your team can process faster.
Dextor swap with your favorite app
2.Normalizes receipt fields
Integrate Formatter by Zapier and data preparation tools to format the receipt date and normalize the total amount.
Formatter by Zapieror swap with your favorite app
3.Saves and links receipt file
Integrate Dropbox and file storage to upload or copy the receipt and save the returned file link.
Dropboxor swap with your favorite app
4.Looks up or creates references
Integrate Zapier Tables and reference data tools to find currency, category, and project lookups or create missing records.
Zapier Tablesor swap with your favorite app
5.Creates payment requisition
Integrate Jira Software Cloud and issue tracking tools to create a payment requisition issue with custom fields and the Dropbox link.
Jira Software Cloudor swap with your favorite app
6.Attaches file to Jira issue
Integrate Webhooks by Zapier and attachment delivery tools to optionally POST the saved file and populate the issue attachment field.
Webhooks by Zapieror swap with your favorite app
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