🔍 Overview
Docyt is rolling out a redesigned global navigation system! This exciting upgrade is built to make your experience faster, smarter, sleeker more seamless
📌 Objective:
Our new centralised navigation system is to make Docyt more productive
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Streamlined Navigation Menu
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Faster Access, Less Searching
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Unified Experience Across Roles
| Old View Module Wise |
New View Module Wise |
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Earlier, there were 8 Modules: 1. Dashboard 2. Expense Management 3. Revenue Reconciliation 4. Banking Reconciliation 5. Reports 6. Documents 7. Settings 8. Open Items |
Now we have only 6 Modules: 1. Business 2. Expense 3. Revenue 4. Reconciliation 5. Reports 6. Ledger
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⌨️ Users:
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Business Admins
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Employees
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Accountant
Transitioning to Docyt’s Enhanced Global Navigation: What’s New by Module
Module 1: Business :
It includes 6 tabs related to business functions.
1. Dashboard
2. Open Items
3. Vault
4. Financial Accounts
5. Data Integration
6. General Settings
| Sub Tabs/ Section | Old Tab Location | New Location Tabs | Notes/Sub Tabs |
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Dashboard
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Separate Tab
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Moved Under Module 1 🔽Business
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The user can create a Dashboard in this Tab 
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| Open Items |
Separate Tab
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Moved Under Module 1 🔽Business
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This Tab has 4 Sub Tabs : 🔽 Document Request 🔽 Flagged Transaction 🔽 Flagged Receipts 🔽 Flagged Invoices |
| Vault |
Earlier, it was named Mailroom under the 🔽Document Module
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Created Under Module 1 🔽 Business
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This Sub Module will be used to send documents, eg, Bank Statement, all required documents.
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| Financial Accounts |
Earlier, it was under the Banking & Reconciliation Module 🔽Banking Accounts
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Moved Under
Module 1 🔽 Business
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This Sub Module has 5 Sub tabs: 🔽 All Accounts 🔽 All Transactions 🔽CSV Import 🔽Trash 🔽Bank Connection Center
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| Data Integration |
Earlier, It was Under the Gear Icon on the Right Side near the Sign In Button
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Moved under Module 1 🔽Business
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This Tab displays all the PMS, Personal Info, Passwords, and Phone Numbers related to integrations. 5 Sub Tabs: 🔽 Personal Profile 🔽 My Business 🔽 Notification 🔽 Security Privacy 🔽 Integrations
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| General Settings |
Earlier, it was a separate Module 🔽Settings
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Moved under Module 1 🔽Business New Sub-Module name 🔽 General Settings
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This Sub-Module has 12 Sub-Tabs: 🔽 Management Group 🔽 Accounting Software 🔽 Business Profile 🔽 Business Employees 🔽 Financial Accounts 🔽 Revenue Setup 🔽 Payment Method 🔽 Accounting Team 🔽 Subscription Plan 🔽 Billing Information 🔽 Document Collections 🔽 Notification Settings |
Module 2: Expense :
It includes 6 tabs related to expense functions.
1. Bill Pay
2. Vendors
3. Expense Reports
4. Corporate Cards
| Sub Tabs/ Section | Old Tab Location | New Location Tabs | Notes |
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Bill Pay
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Earlier, it was part of the Expense Management Module 🔽 Accounts Payable
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Renamed from Accounts Payable to Bill Pay 🔽 Bill Pay
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It has 8 SubTabs: 🔽 Invoice Queue 🔽 Check Register 🔽 ACH Register 🔽 Inter-Entity Settlement 🔽 Approval & Audit Controls 🔽 Payment Rule 🔽 Payment Method Setup 🔽 Settings |
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Vendors |
Earlier Module 🔽 Expense Management No Other Change |
New Module Name 🔽Expense No Other Change |
No Change in Sub Modules❌
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Expense Reports |
Earlier Module 🔽 Expense Management |
New Module Name 🔽Expense |
Renamed in Sub Tabs: 🔽 Add Expense (Renamed from My Expenses) 🔽 My Reimbursement 🔽 Employee Submission 🔽 Reimbursement Categories 🔽 Settings
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Corporate Cards
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Earlier Module 🔽 Expense Management Earlier Sub-Module name 🔽 Receipt Box
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New Module Name 🔽Expense New Sub-Module name 🔽 Corporate Cards
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New Sub Tabs: 🔽 All Receipts  |
Module 3: Revenue:
It includes 3 tabs related to receivables.
1. Accounts Receivable
2. Point of Sale Receivables
3. Business Network Profile
| Sub Tabs/ Section | Old Tab Location | New Location Tabs | Notes |
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Accounts Receivables
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Earlier, it was part of 🔽 Revenue Reconciliation Module Earlier Sub-Module: 🔽 Accounts Receivables
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New Module Name 🔽 Revenue Renamed Sub-Module: 🔽 Accounts Receivable
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It has 4 SubTabs: 🔽 Invoice 🔽 Customer 🔽 Payments 🔽 Settings
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Point of Sale Receivables |
Earlier, it was under Module : 🔽 Revenue Reconciliation Earlier Sub-Module: 🔽 Revenue Center
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New Module Name 🔽 Revenue Renamed Sub-Module: 🔽 Point of Sale Receivables
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Revenue Centre is moved to the Point of Sale Tab |
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Business Network Profile |
Earlier, it was under Module : 🔽 Revenue Reconciliation Earlier Sub-Module: 🔽 My Vendor Profile
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New Module Name 🔽 Revenue Renamed Sub-Module: 🔽 Business Network Profile
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(Renamed Tabs Vendor Profile to Business Network Profile and eliminated Credit Memo) |
Module 4: Reconciliation:
It includes 4 tabs related to transactions.
1. Tasks
2. Closing
3. Transactions
4. Docyt AI Settings
| Sub Tabs/ Section | Old Tab Location | New Location Tabs | Notes |
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Tasks
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Earlier, it was part of 🔽 Banking & Reconciliation Module Earlier Sub-Module: 🔽 Reconciliation Center
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New Module Name 🔽 Reconciliation Renamed Sub-Module: 🔽 Tasks
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It has 4 SubTabs: 🔽 Uncategorised Transactions 🔽 Transactions For Review 🔽 Uncleared Documents 🔽 Unmatched Transfers (Note: This sub-module previously included additional tabs, now moved to related modules)
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Closing |
Earlier, it was under Module : 🔽 Banking & Reconciliation Module Earlier Sub-Module: 🔽Reconciliation Centre
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New Module Name 🔽 Reconciliation Renamed Sub-Module: 🔽 Closing
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Created as a Separate Sub-Module with 3 Sub-Tabs: 🔽 Month-end Close 🔽 Bank Statement 🔽 Other Account Documents |
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Transactions |
Earlier, it was under Module : 🔽 Revenue Reconciliation Earlier Sub-Module: 🔽Reconciliation Centre
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New Module Name 🔽 Reconciliation Renamed Sub-Module: 🔽 Transactions
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Earlier, these 2 Sub Tabs were part of the Reconciliation Center, and have now moved to this Sub Module: 🔽 All Transactions 🔽 Categorized Transactions (New Sub-Tab with All Transaction Types) ↓ 🔽 Expense 🔽 Income 🔽 Bank Transfers 🔽 Payroll Charges 🔽 Loan Payments 🔽Equity/Liability/Assets
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Docyt AI Settings |
Earlier, it was under Module : 🔽 Revenue Reconciliation Earlier Sub-Module: 🔽Reconciliation Centre
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New Module Name 🔽 Reconciliation Renamed Sub-Module: 🔽 Docyt AI Settings
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A new Sub Tab is created and moved from the Reconciliation Center |
Module 5: Revenue:
It includes 4 tabs related to reports and the budget.
1. Management
2. Department
3. Expense
4. Labor
5. Budget Forecast
6. Industry Metrics
| Sub Tabs/ Section | Old Tab Location | New Location Tabs | Notes |
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Management
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Earlier, it was part of 🔽 Reports Earlier Sub-Module: 🔽 Financial Reports
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Same Module Name 🔽 Reports Renamed Separate Sub-Module: 🔽 Management
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(Note: All the business-related reports will be created and displayed under this sub-tab, like P&L and B/S.) |
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Department |
Earlier, it was part of 🔽 Reports Earlier Sub-Module: 🔽 Financial Reports ↓ 🔽 Departmental Reports
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Same Module Name 🔽 Reports Created Separate Sub-Module: 🔽 Department
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(Note: This sub-module will be used to display Departmental Reports) |
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Expense |
Earlier, it was part of 🔽 Reports Earlier Sub-Module: 🔽 Expense |
Same Module Name 🔽 Reports Separate Sub-Module: 🔽 Expense |
This Sub-Tab is for Vendor Payments, Vendor Expense reports, etc.
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Labor |
Earlier, it was part of 🔽 Reports Earlier Sub-Module: 🔽 Management Report ↓ 🔽 Labor
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Same Module Name 🔽 Reports Created Separate Sub-Module: 🔽 Labor |
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Budget Forecast |
Earlier, it was part of 🔽 Reports Earlier Sub-Module: 🔽 Financial Reports |
Same Module Name 🔽 Reports Separate Sub-Module: 🔽 Budget Forecast |
No Change in Sub Modules❌
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Industry Metrics |
Earlier, it was part of 🔽 Reports Earlier Sub-Module: 🔽 Industry Metrics |
Same Module Name 🔽 Reports Separate Sub-Module: 🔽 Industry Metrics |
No Change in Sub Modules❌
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Note: This module will display an additional "Revenue" sub-tab if revenue reports are generated for the business.
Module 6: Ledger:
It includes 3 tabs related to Ledger.
1. Chart Of Accounts
2. Journal Entries
3. Ledger Syncing Center
| Sub Tabs/ Section | Old Tab Location | New Location Tabs | Notes |
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Chart of Accounts
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Earlier, it was part of 🔽 Banking & Reconciliation Module Earlier Sub-Module: 🔽 Reconciliation Center ↓ 🔽 Chart of Accounts
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New Module Name 🔽 Ledger Same Sub-Module Name: 🔽 Chart of Accounts
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(Note: All related COA will be listed in this tab, and also the errors in the COA) |
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Journal Entries |
Earlier, it was part of 🔽 Banking & Reconciliation Module Earlier Sub-Module: 🔽 Reconciliation Center
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New Module Name 🔽 Ledger Same Sub-Module Name: 🔽 Journal Entries
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Note: 1. All related JE's will be listed in this tab, including intercompany company settlement entries. 2. All new JE's will be created in this tab with more enhanced features. |
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Ledger Syncing Errors |
Earlier, it was part of 🔽 Banking & Reconciliation Module Earlier Sub-Module: 🔽 Reconciliation Center ↓ 🔽 Ledger Syncing Errors
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New Module Name 🔽 Ledger Same Sub-Module Name: 🔽 Ledger Syncing Center
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Note: All errors related to QBO will be displayed here, like before. |
