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What's New at Docyt? February 2025
Before we close out February, we wanted to share some exciting updates that will make you love your finances. These updates share a common goal—streamlining processes and empowering you to focus on what truly matters: growing your business.
FLAGGED TRANSACTIONS
Attach, Review, and Streamline Your Transaction Documentation
Our latest update merges undocumented and flagged transactions, offering a unified review experience. Now, you can effortlessly attach documents directly to the required transactions and mark them as reviewed. This seamless integration simplifies your workflow and ensures your account management team receives the documentation they need—eliminating manual errors and the hassle of tracking down missing paperwork. Learn More
MOBILE APP
Set up Mobile Push Notifications for KPI Tracking
Receive daily, weekly, or monthly push notifications for your key business metrics—directly on both iOS and Android. Simply select the business dashboards you want to track and enable notifications for them. Once enabled, you’ll have easy access to the KPIs you care about most, helping you make faster and smarter decisions, even on the go! Learn More
RECONCILIATION CENTER
Automate Your COA Setup in One .csv Upload
Our updated Chart of Account (COA) upload process now supports parent-child relationships by allowing you to define parent COAs directly in your .csv file before uploading. This enhancement automates the entire hierarchy setup—eliminating the tedious, error-prone manual work of linking accounts.
RECEIPT BOX
Streamlined Receipt Processing: Unlock Efficiency & Accuracy
Discover the power of automation with our new Line Item Extraction feature. It quickly identifies, extracts, and categorizes each item on your receipts based on your Chart of Accounts and Department, ensuring lightning-fast verification and unparalleled accuracy. Enjoy reduced errors, enhanced productivity, and more time to focus on strategic financial decisions. Learn More
🌟 New Integration 🌟
Missed last month's updates?
See 🌨️ January Release Notes