As the days get longer and everything starts to bloom, we’re bringing a fresh wave of updates to help your business thrive this season. From new features that give you more control and clarity in your financials, to an all-in-one dashboard for multi-entity management, there’s plenty to get excited about.
Ready to see what’s new? Let’s spring into it! 🌷
Single Dashboard for All Your Businesses
Easily stay on top of multiple businesses with our enhanced Multi-Business Dashboard. View key financial metrics across all your entities in one place. Whether you manage two businesses or twenty, you’ll get a clear, consolidated snapshot of performance at a glance.
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Accuracy First: Approve Docyt AI Suggestions Before Posting
Transactions go through an approval process before being categorized, giving users full oversight and control. Docyt AI will suggest a category based on past transactions, but nothing will be pushed to the ledger until it is reviewed and approved by the user. This ensures greater accuracy while allowing flexibility to adjust categories as needed. Learn More
KPI Data Now Available in Tabular View
Our new tabular view for KPIs lets users instantly switch between visual charts and detailed numerical data with a single click. This enhancement provides flexibility to analyze metrics in the format that works best for your specific reporting and analysis needs. Learn More
Stay in Flow: Smarter Drill-Downs Are Here
Digging into your reports just got a whole lot easier. With Docyt’s new inline drill-downs, you can view detailed data right within the same screen. Whether you’re exploring a few records or scrolling through hundreds, everything stays smooth and easy to navigate. It’s a faster, cleaner way to get the insights you need, exactly when you need them. Learn More
Organize, Search, and Understand Your Journal Entries with Ease
Quickly identify the purpose and source of every journal entry with labeled types directly on the JE landing page. A cleaner layout and type-specific search make it easier to manage, organize, and interpret your entries with precision.
Journal Entry History, Now at Your Fingertips
Stay audit-ready with detailed logs for every journal entry. See who created or edited an entry, and when changes were made—all from a centralized history view. It’s a smarter way to maintain accuracy, accountability, and compliance.
Interested in learning more? Schedule a demo with us.
✨ NEW HOSPITALITY INTEGRATIONS ✨
