Uploading Bank Transactions via Flagged Transactions in Docyt iOS

In Docyt for iOS, you can add a bank transaction by uploading a file through the flagged transaction under "Review open Items" on the task dashboard. This simple process helps you track your financial activities accurately.

Let's understand how to add a bank transaction:

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

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

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

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

You can find the list of bank transactions in Docyt iOS under the Banking Accounts module. Select any business to get the list of bank transactions.

Click on the Transaction option.

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

Select any transaction to view its details.