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April 2024 Product Updates

Spring is here! 🌸 Do your finances need a little sprucing up? Explore our latest product updates from the past month.

Docyt Mobile App: Voice-to-Message Feature for Managing Flagged Transactions

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Managing flagged transactions is faster than ever, giving users an easy way to quickly respond (by voice message) to flagged transactions right from their mobile phones. Don’t have time to type out a detailed response? Respond by voice command. Instantly leave a voice message and quickly mark the transaction as ‘Mark as Reviewed.’ Read More —>

(AI-powered) Line Item Extraction for Vendor Invoices

Line Item Extraction

Users can enable automatic line item extraction for specific vendors. This update reduces time spent manually splitting or inputting data from vendor invoices and automatically assigns the correct COA or GL code to each line item. The AI will learn any changes you make to further reduce manual effort. This feature is only available for advanced plan users. Read More —>.

Supercharge Your Search: Category Filters, Documents, and More!

Docyt AI | Global Search

Docyt’s search bar just got an upgrade. In addition to searching for transactions, you can now scour your Docyt account for invoices, receipts, revenue reports, expense reports, bank statements, and more! Refine your results using advanced search filters like status, business, amount, date, and free-form text filters. Read More —>

Streamline Report Management with Bulk Download and Delete

Bulk Download

Now, you can automatically download or delete multiple reports with just a few clicks. No more tedious one-by-one actions – simply select the reports you need using the bulk-action feature to download them all at once. 

Take Control of Your Monthly Reconciliation Process

Reconciliation

Users can now save all details related to monthly reconciliation onto their computers, enhancing flexibility and facilitating offline review for more effective decision-making and error detection. This feature provides a comprehensive overview of the bank and ledger summary, identifying which transactions have been cleared and which are still pending.

Streamline Invoice Approvals by Department: Set up Routing Rules

Streamline Invoice Approvals by Department

Give your department heads greater visibility and control over expenses within their teams. To assign department-specific approval conditions, go to “Settings” under the “Expense Management” moduleand under “Approval Rules,” navigate to “Advanced Approval Rules” to assign department-specific conditions and users.  

Looking for more product training and resources? Visit our Knowledge Center.

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