Bank Statements

How to Upload a Bank/ Credit Card Statement in Docyt

To effortlessly upload your bank statements, here's a step-by-step guide:

  1. To access Docyt, log into your account.

  2. Go to the 'Banking & Reconciliation' option. From there, select 'Reconciliation Center' and 'Bank Statements'.

  3. To initiate the upload process, click the '+ Upload' button.
  4. You can also click on the orange question mark next to the bank and month for which you want to upload the statement. Then, select 'Upload Statement' from the menu that appears.

    1. Two convenient ways to upload the file are to choose from your computer or drag and drop it into the designated area.
      Screenshot 2023-06-09 at 3.59.55 PM

    2. While uploading your file, you can track the progress through a dynamic progress bar. It will provide you with real-time updates on the status of your file upload.

    3. After successfully uploading the file, you can quickly provide the information you need in the right-hand panel. To finish the process, click the 'Save and Close' button.

5. An error message will appear if a user uploads a bank statement in Docyt for a specific month but forgets to upload the statement for the previous month. In this situation, the user has two choices: Upload the missing statement for the last month or indicate 'No statement available' for that month. It allows the user to continue with the reconciliation process smoothly. 

6. If the month is marked as 'No Statement Available', then the last transaction verification date of the previous month will be the statement start date of the next month.

7. By following these simple instructions, you can effortlessly import your bank statements into Docyt, enabling you to manage your financial documents efficiently and seamlessly.