- Help Center
- Product Updates
-
Docyt Setup, Personal & Business Settings
-
Navigation & Getting Started
-
Top FAQs from Business Owners
-
Docyt Mobile App
-
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
- Split Expenses
- Intercompany Settlement
- Vendors & Payees
- W-9 & 1099
- Invoice Queue
- Check Register
- Mark As Paid
- Payment Rules
- Receipt Box
- Copy Invoice Link
- Billable Invoice
- Merge Duplicate Vendors
- Docyt Check
- Split Invoice in Multiple Payments
- split statement to invoice
- Split Invoice In Multiple Businesses
- Split Invoices
- Vendor Tax Profile
-
Flagged Transactions & Document Requests
-
Financial Connections
-
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
-
Ledger Reports
-
Revenue Centre
-
Integration
-
Docyt Plans
-
Vendor Payment Report
-
Docyt Check
-
Account Receivables
-
Expense Management
-
Connect Quickbooks
-
Docyt Copilot
What's New at Docyt? January 2025
This month’s new features make managing your books and workflows business even easier! Check out what’s new at Docyt for January 2025! ⭐
✨ Feature Highlight ✨
KPI DASHBOARD
Set KPI benchmarks to achieve and exceed your business goals
To make changes, click settings >> edit targets. Once you’ve added your targets, click save.
Easily set benchmark values for your key performance indicators (KPIs) and compare them over time to see how you're tracking against your goals. Perfect for business owners and managers, this feature lets you monitor progress, identify trends, and confidently make data-driven decisions. Stay on top of your KPIs and keep your business moving forward!
ASK DOCYT AI
Discover the New and Improved Ask Docyt AI
This enhancement increases the capabilities of the Ask Docyt AI feature. With the help of AI-driven suggestions, users can streamline uncategorized transaction management by auto-filling in missing details, like vendor names and categories. This update reduces manual effort, improves accuracy, and ensures complete and consistent records. Learn More
RECONCILIATION CENTER
Upload documents in any format, any time
We’ve expanded our document upload experience to also support non-PDF documents. From Word docs to Excel sheets to images and text files, you can now upload supporting documents in any file type. No more restrictions, no more hassles—organize and store all your important files in one place with ease! Learn More
MONTH END CLOSE
Speed Up Month-End Close with Bulk Acknowledgment
Closing the books just got faster! Our new bulk acknowledgment feature lets you acknowledge all required items in the month-end checklist with a single click. No more tedious, one-by-one approvals—simply review, add necessary notes, and mark everything as reconciled in one go. Learn More
🌟 New Integrations 🌟
Missed last month's updates?
See ❄️ December Release Notes