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What's new with Docyt? December 2024
Happy New Year! As you start fresh in 2025, we’re excited to share updates designed to streamline your financial workflows and set you up for success.
REVENUE CENTERStay Ahead with Daily Revenue Insights Delivered Right to Your Inbox Daily
Docyt AI automatically reconciles your POS data with your bank feed data and generates an easy-to-read PDF snapshot report on revenue performance broken down by brand and location, giving you complete visibility on revenue cycle performance. Reach out to your Customer Success Manager or email CS@docyt.com to activate this.
BUSINESS CHATS - MOBILE APP
Business Chats Now Available on Mobile
Now, you can chat with your team and clients on the go without opening email or other messaging tools! This enhancement ensures better communication and efficiency, no matter where you are. Download the Docyt Mobile App from the Apple AppStore.
FINANCIAL CONNECTIONS
Map Employee Corporate Cards to Multiple Businesses
Managing employee expenses across multiple businesses just got easier. Enjoy the flexibility of assigning or reassigning corporate credit cards to different locations, all in one unified platform. Learn More
RECONCILIATION CENTER
Enhanced Efficiency: Easily Clone Journal Entries
Say goodbye to the hassle of repetitive data entry! Whether you're working with similar data sets or creating recurring entries, our ‘Clone Journal Entry’ gives you the ability to copy entries, making workflows faster and more efficient for your team. Learn More
RECONCILIATION CENTER
Add Context to Journal Entries
The new ‘Memo’ field makes it easy to add a quick note or attach documents to your journal entries so everyone knows the "why" behind each transaction. Whether it’s an adjustment, transfer, or accrual, you’ll have the context you need at a glance. Plus, these notes sync with your general ledger, making audits and reviews faster and more transparent. Learn More
RECONCILIATION CENTER
Automated COA Hierarchies: Your Time-Saving Solution
Say goodbye to the tedious task of rebuilding your Chart of Accounts hierarchy! This update lets you define parent-child relationships directly during the upload process.
EXPENSE MANAGEMENT
Redesigned Vendor Profiles for Maximum Efficiency
We updated our Vendor Profile section to offer a comprehensive, unified view of all vendor-related information, including personal details, bank info, tax documents, and more. This new layout is designed for efficiency and convenience, simplifying vendor management, and supporting better decision-making.
🔗 New Integrations 🔗
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