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Banking & Reconciliation
What's New at Docyt - March 2025
As the days get longer and everything starts to bloom, we're bringing a fresh wave of updates to help your business thrive this season.
DASHBOARDS
Single Dashboard for All Your Businesses
Easily stay on top of multiple businesses with our enhanced Multi-Business Dashboard. View key financial metrics across all your entities in one place—no more switching between accounts. Whether you manage two businesses or twenty, you’ll get a clear, consolidated snapshot of performance at a glance. Learn More
BUSINESS REPORTS
KPI Data Now Available in Tabular View
Our new tabular view for KPIs lets you instantly switch between visual charts and detailed numerical data with a single click. Now available in the "All KPIs" tab, this enhancement gives you the flexibility to analyze metrics in the format that works best for your specific reporting and analysis needs. Learn More
FINANCIAL REPORTS
Stay in Flow: Smarter Drill-Downs Are Here
Digging into your reports just got a whole lot easier. With Docyt’s new inline drill-downs, you can view detailed data right within the same screen—no extra tabs, no disruptions. Whether you're exploring a few records or scrolling through hundreds, everything stays smooth and easy to navigate. And if you still prefer opening details in a new window, that option’s just a click away. It’s a faster, cleaner way to get the insights you need, exactly when you need them. Learn More
JOURNAL ENTRIES
Organize, Search, and Understand Your Journal Entries with Ease
Quickly identify the purpose and source of every journal entry with labeled types directly on the JE landing page. A cleaner layout and type-specific search make it easier to manage, organize, and interpret your entries with precision.
JOURNAL ENTRIES
Journal Entry History, Now at Your Fingertips
Stay audit-ready with detailed logs for every journal entry. See who created or edited an entry, and when changes were made—all from a centralized history view. It’s a smarter way to maintain accuracy, accountability, and compliance.
✨ NEW HOSPITALITY INTEGRATIONS ✨


Missed last month's product release notes?
See ❣️ February’s release notes.