How to Reply to Flagged Transactions & Document Requests?

Effective response strategies for flagged transactions and document requests made by account manages

Managing your financial data efficiently is crucial, and Docyt makes it simpler. This guide introduces you to the essential steps for handling flagged transactions and document requests, key features in maintaining accurate financial records.

• Flagged Transactions: Learn to swiftly respond to and sort flagged transactions, a vital part of financial management.
  • More on Flagged Transactions.
  • Replying to Flagged Transactions.
  • Efficiently Sorting Flagged Transactions
• Document Requests: Understand how to create, respond to, and organize document requests, ensuring timely and accurate data handling.
  • Create a document request in Docyt
  • Bank Statements Module in Docyt
  • How to Upload a Bank Statement
    
    
• Open Items: Understand how to effectively manage and address open items within Docyt, ensuring nothing slips through the cracks.
  • Learn about Managing Open Items.
• Updating a Chat Message: Stay on top of communication by updating chat messages, a crucial aspect of team collaboration and data accuracy.
  • Guide to Updating Chat Messages.

This guide serves as your starting point in mastering these crucial features, and enhancing your financial management journey with Docyt.