Overview of the Docyt App iOS

This article will examine the main features of the Docyt iOS App and how they can help your business stay organized and manage finances better.

The main Icons of Docyt iOS include:

1. Tasks: Provides an overview of immediate action items:

   • • Review flagged transactions, invoices, and receipts.
     • Respond to document upload requests.
     • Set up Business.
     • Address disconnected bank or credit card accounts.

2. Dashboard: Presents essential business metrics visually, offering a complete overview of company performance.

3. Recent Docs

   • Displays documents recently uploaded by the user via the camera icon.
   • Shows recent invoices, receipts, bank transactions, and documents uploaded in the business mailroom.

4. Three-Line Icon (Hamburger icon): Located on the top left of the main screen, it leads to the services menu, which includes:

   • • Mailroom: Send documents to account managers.
     • Banking Accounts: Access and view bank transactions.
     • Revenue Center: Access Deposit Tracking and Revenue Capture.
     • Business Reports: Access various business reports.
     • Financial Connections: Manage financial institution accounts connected to Docyt.
     • Accounts Payable: Access Invoice Queue, Check Register, Payment Rules, and more.
     • Reconciliation Center: Access reconciliation features.
     • Receipt Box: View receipt list and merchants.
     • Expense Reports: View and submit expense reports for reimbursements.

Bottom Screen Options:

1. Camera (plus) Icon: Tap the purple camera icon to access features such as:

• • Mailroom: Send documents like bank statements, payroll reports, loan statements, and more.
  • Manual Check: Capture and upload manual checks.
  • A/P Invoice: Upload accounts payable invoices.
  • Business Receipt: Capture and upload corporate credit card receipts.
  • Expense Receipt: Submit personal expenses for reimbursement.

2. Chats option:

The chats option consists of a list of combinations of all the document chats available in the system for all the businesses to which the user has access. This works similarly to the Docyt Web App. Modules are listed below:

a. Transactions

b. Invoices

c. Receipts

d. Check Register

e. Mailroom

When there are unread chats  ( ), the user can see the count of unread chats inside the purple bubble. Click on the Chats option to access all chats. On the Documents Chats screen, the user can see three tabs at the top, as shown in the below visuals:

All Chats: Unread chats + Read chats

Unread: This will display all the unread chats count as well as shown in the visual (this will keep on reducing when the user reads the unread chats)

Read: All the read chats.

Chats are sorted in the order latest on the top. Chats are bifurcated into three sections based on the time.

• Today
• Yesterday
• Older → All the chats before yesterday

Once the user clicks on any chat row, the user will be taken to the existing chat screen of the respective document.

• Users can click the “Mark All As Read” option from the three-dot menu in the upper right corner of the screen to mark all the unread chats as read.

3. Notification: When there are unread notifications, the user will be able to see the count inside the purple bubble, as shown in the visual for the notification bell icon.

Also, when the user taps a notification, it is marked as read. The notification bell's unread count will be reduced when every notification is marked as read from unread.