BUSINESS REPORTS
Simplify your financial analysis with the Owner’s Statement variance calculation.
Want to compare items on your Owner’s statement to a previous month or year? Now you can! This report update allows you to add “previous period” and “last year” columns, along with PP$, variance, and variance % columns, helping you derive actionable insights on performance trends. No more guesswork—track changes and make informed decisions with clear, side-by-side comparisons.
BANKING ACCOUNTS
Boost Efficiency: Excluded Transactions moved to Banking Accounts module
We’ve moved the “Excluded Transactions” feature from the Reconciliation Center to Banking Accounts for easier access. Now, you can mark transactions as excluded directly from the All Transactions page, making your workflow smoother and more efficient!
BUSINESS REPORTS
Export General Ledger Reports directly from Docyt
This feature eliminates the need to switch to QBO to export your General Ledger (GL) report as a .csv. Now it’s even easier to extract key financial insights such as expense & revenue data, assets owned, debts owed, and more. This eliminates unnecessary back and forth between systems, saving you more time.
INTEGRATIONS
Gain a competitive edge with Docyt’s newest integration with Smith Travel Research (STR)
Docyt’s new STR Integration is a game-changer for hospitality customers, giving you a clear view of where you stand in the competitive landscape. This new integration helps our hospitality customers by providing comprehensive hotel insights so that users can better understand the market and trends and fine-tune their revenue management strategies. Weekly STAR or STR Reports are essential here—they let you compare your hotel’s performance against your competitors using important metrics like Occupancy Rates, ADR, RevPAR, and market rankings. With this new tool, you’ll be able to benchmark your performance, spot trends, and make smart, data-driven decisions to improve efficiency and boost profits.
Learn More
More integrations released this month
Missed last month’s product release notes?
See 🍁 August release notes
