Uploading Undocumented Transactions via Flagged Transactions in the Docyt mobile app

In the Docyt mobile app, business users can now upload undocumented transactions by clicking the upload option next to the voice-based flagged transactions feature on the same flagged transaction screen. They can also upload necessary files directly through the 'Review Open Items' section on the task dashboard, ensuring accurate tracking of financial activities.

This feature allows users to view undocumented transactions, attach the appropriate documents when the account management team requests, and mark the transaction as reviewed, ensuring the team receives the necessary documentation.

Let's understand how to add an undocumented transaction:

1. To add an undocumented transaction document in Docyt, your Account Manager will flag it for you to upload. Open the Docyt app on your device, go to Flagged Transactions under 'Review Open Items,' and click on 'Review Transaction.' 

Fig 1. Review open Items

2. This will take you to the flagged transaction screen, where you can upload the document.

Fig 2. Click on the Upload document icon

3. For Upload document Icon: When you click the document upload icon, then you will be able to see a bottom sheet with the options below -

a) Scan Receipt

b) No Document Needed

Fig 3. Click on Select receipt

4. Upload the undocumented transaction: Tap on the scan receipt option will allow the user to either click from the camera or upload from the gallery.

Fig 4. Scan the undocumented transaction

5. The progress of uploading the undocumented transaction will be displayed on the screen.

Fig 5. Uploading progress screen

6. Documents will be uploaded, and this is how they can be viewed/deleted as a document or added to the Transaction.

Fig 6. View/Delete/Upload a transaction

Fig 7. Uploaded documents visible as stack icon

8. After successfully marking a transaction as reviewed/uploading the bank transaction, a green tick mark will be displayed. 

Accessing Bank Transaction lists:

- The list of bank transactions is in the Docyt Mobile App under the Banking Accounts module. Select any business to get the list.

Fig 8. Accessing Banking Accounts

Click on the Transaction option.

Fig 9. Select Transactions

You’ll be able to view the list of transactions.

Fig 10. All Transactions lists

Select any transaction to view its details.

Fig 11. Transaction details