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Flagged Transactions & Document Requests
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Efficiently Sorting Flagged Transactions
Effectively manage your flagged transactions in Docyt using intuitive filters. Sort transactions to better analyze your financial data. The filters located at the top of the page are designed to sort your transactions. This is particularly helpful when dealing with a large number of transactions.
Date Filter: Organize transactions chronologically for enhanced visibility.
Vendor Name Filter: Isolate transactions by specific vendors for focused analysis.
Account Filter: View transactions linked to particular accounts for account-level insights.
Amount Filter: Identify significant financial activities by filtering transactions based on their value.
Flagged v/s Reviewed Filter: Filter transactions based on their status, whether they are flagged, reviewed, or fall under all statuses.