In the last month, we’ve made some exciting upgrades to the Docyt mobile app and document management features! Read on to learn what’s new at Docyt for November 2024.
EXPENSE MANAGEMENT
Simplified Settlement Management for Multiple Businesses
Managing and tracking settlements between entities just got easier. Docyt AI now automatically matches accounts, balances them, and generates PDFs quicker, so you can save time and avoid mistakes. It’s a straightforward way to keep your intercompany transactions accurate and hassle-free.
RECONCILIATION CENTER
Keep It All Together: Attach Documents to Your Journal Entries
With our new attachment option, you can enhance your journal entries by adding relevant files, images, or documents directly within Docyt. This feature transforms journal entries into a comprehensive source of information, eliminating the hassle of relying on third-party tools and saving valuable time. Now, everything you need is seamlessly consolidated and synced with your ledger, making your workflow smoother and more efficient.
MOBILE APP
Streamline Document Management with Voice Messages on Mobile
Introducing a new way to simplify your workflow on mobile! Now, when uploading documents on iOS or Android devices, you can leave a voice message to provide instant context. Whether it’s a quick explanation or an important reminder, this feature ensures your documents are always organized with the details you need—effortlessly and on the go.
MOBILE APP
Multitask While Documents Upload in the Background
We’ve improved our document upload experience on the Docyt mobile app! This upgrade empowers users to multitask within the app as you no longer need to wait for upload completion to use other app features. Whether submitting one or multiple files, users have complete flexibility, and if an upload ever fails, the intuitive new interface immediately notifies and offers an easy retry option. Learn More
PORTFOLIO REPORTS
From the big picture to monthly trends—get both at a glance.
Previously, users could only view aggregate reports across their portfolio businesses. With this new feature, you can now compare monthly performance against the aggregate view, gaining a clearer, more detailed understanding of your business portfolio’s trends and COAs. This enhancement empowers smarter, data-driven decisions with a deeper perspective on your financial performance.
REVENUE CENTER
Revenue reconciliation, now on autopilot
Previously, Docyt simplified your workflow by pulling revenue data directly into the system, eliminating the need for manual data entry of daily or monthly revenues. Now, we’re taking it a step further. With our new AI-powered feature, Docyt automatically matches revenues from various payment processors with their respective deposits in the bank. This enhancement gives you a clear, real-time view of what’s been received and what’s still pending—no manual reconciliation is required.
