- Help Center
- Product Updates
- July 2023
-
Top FAQs from Business Owners
-
Docyt Mobile App
-
Navigation & Getting Started
-
Flagged Transactions & Document Requests
-
Docyt Setup, Personal & Business Settings
-
Financial Connections
-
Accounts Payable
- Setup
- Managing and Processing Invoices
- The UPS Store®
- Document Management
- Vendor Credits
- Accounts Payable Approval Settings
- Bill Pay
- Docyt Full Service Check
- Docyt ACH
- Self-Print Check
- Mark As Paid, Do Not Pay & Recurring Payments
- Split Expenses
- Accrue Expenses
- Intercompany Settlement
- Vendors & Payees
- W-9 & 1099
-
Split Expenses, Accrue Expenses & Intercompany Settlement
-
Expense Reports & Employee Reimbursement
-
Receipt Management
-
Business Reports & Budgets
-
Vendors, Payees, W-9 & 1099
-
Revenue Integration & Reconciliation
-
Reconciliation Center
-
Accounts Receivable for The UPS Store®
-
Business Mailroom
-
Accountant
-
Product Updates
-
Docyt University
-
iOS
-
August 2024
Understanding the New Document Icon Colors in the Reconciliation Center
We are always looking for ways to enhance user experience and clarity. In order to make it easier to distinguish between different transaction categories, we have added distinct colors to the document icons in the Reconciliation Center. Here's what you should know about this improvement:
1. Why the Change?
The new update eliminates confusion by categorizing transactions as "No Document Needed" or "Matched Documents" using distinct icons.
2. Where to Find the Changes?
This new visual differentiation has been implemented in the following ways:
- All Transactions Filters and Grid
- Uncategorized Transaction sections Filters and Grid
- Uncleared Documents tab page
3. What Does the New Icon Look Like?
4. Verifying the Update
When you visit the sections mentioned above, you will easily notice the newly added icon that represents "No Document Needed". This icon has been designed to stand out from the other transaction icons, making it clear and easy to distinguish.
5. Feedback
We hope this change streamlines your experience in the Reconciliation Center. Please feel free to share feedback or suggestions as we continue to enhance the platform.