Reconciliation Center

• Docyt Reconciliation Center: Transaction Categorization and Flagging Transaction for Client Review
• Marking a Transaction as 'No Document Needed'
• Uncategorized Transactions: Bulk Actions and Bulk Categorization of Transactions
• Reconciliation Center: Understanding the Data View of Individual Transactions
• Reconciliation Center: Transaction Types after Categorization
• Manually Pairing Unmatched Documents with Their Associated Transactions
• Viewing Archived Accounts in Bank Feed Verification
• Docyt Reconciliation Center: Matching Uncleared Documents with Transactions
• Reconciliation Center: Export Data as CSV
• Marking a Transaction as 'Do not push to Ledger'
• Using the Multiple Bank Accounts filter option in the Reconciliation Center
• Flag and review multiple transactions in bulk all at once.
• Understanding Docyt's Chart of Accounts
• Request Other Documents
• How to Disconnect Your Banking Account: A Step-by-Step Guide