---
title: June 2024 | What's new with Docyt?
description: We constantly update our product to enhance user satisfaction. Check out this month's product updates and learn what's new with Docyt AI for June 2024.
---

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1. [Help Center](https://pages.docyt.com/knowledge?hsLang=en)
2. [Product Updates](https://pages.docyt.com/knowledge/product-updates?hsLang=en)

# June 2024 | What's new with Docyt?

## From enhancing Docyt’s in-product capabilities to new integration announcements, this month's product updates have everything you need to keep your finances in check.

ACCOUNTS PAYABLE  
**Compliance Policy | New Rules & Restrictions Invoice Approvals 🛂**

![](https://pages.docyt.com/hs-fs/hubfs/Screenshot%201946-03-17%20at%206-27-30%20PM-webp.webp?width=688&height=204&name=Screenshot%201946-03-17%20at%206-27-30%20PM-webp.webp)

We've made some improvements to your AP workflow to add more control. Now, you can set up extra rules and restrictions for users who upload invoices. Designate a different user as the invoice "Approver," or set up a specific rule for automatic approval based on invoice amounts or types, ensuring no self-approved expenses slip through. [**Learn More**](https://pages.docyt.com/knowledge/compliance-policy?utm_campaign=Product%20Updates&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-8mb4Ul2fpWpXza_LABzDz-qfSvTdZmMuKlnianzbpSN1-Kmp7JKZ9U9wHs4QQJfmDPmSi3&hsLang=en)

GENERAL SETTINGS  
**Set Up Email Notifications for Financial Insights  📩**

![](https://pages.docyt.com/hs-fs/hubfs/Screenshot%201946-03-31%20at%204-52-32%20PM-webp-1.webp?width=1376&height=620&name=Screenshot%201946-03-31%20at%204-52-32%20PM-webp-1.webp)

You can easily set up email alerts for any financial report. Schedule these emails to be sent daily, weekly, or even monthly. You can also schedule email notifications for any KPI dashboard view, whether to yourself or someone else on your team. [**Learn More**](https://pages.docyt.com/knowledge/adjust-notification-settings?utm_campaign=Product%20Updates&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-8mb4Ul2fpWpXza_LABzDz-qfSvTdZmMuKlnianzbpSN1-Kmp7JKZ9U9wHs4QQJfmDPmSi3&hsLang=en)

 

BUSINESS REPORTS

**View Total Report Summaries Without Diving into all the Details  📕**

Did you know there's a collapsed report view option for business reports? This reporting enhancement lets you switch between viewing totals or every line item, making it simpler for those who prefer focusing on the big picture without diving into details.** [Explore More Business Reporting Features](https://pages.docyt.com/knowledge/business-reports-budgets?utm_campaign=Product%20Updates&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-8mb4Ul2fpWpXza_LABzDz-qfSvTdZmMuKlnianzbpSN1-Kmp7JKZ9U9wHs4QQJfmDPmSi3&hsLang=en)** 

 

BUSINESS REPORTS

**Download Consolidated Reports with Multi-Month Selection 📉**

**![](https://pages.docyt.com/hs-fs/hubfs/Screenshot%202023-10-30%20at%202-32-11%E2%80%AFPM-png-webp.webp?width=391&height=222&name=Screenshot%202023-10-30%20at%202-32-11%E2%80%AFPM-png-webp.webp)**

The 'Consolidated Report Download' feature allows you to download multiple reports spanning multiple months or a specific date range. This applies to both Single Business Reports and Portfolio Reports. **[Learn More](https://pages.docyt.com/knowledge/how-to-export-consolidated-reports?utm_campaign=Product%20Updates&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-8mb4Ul2fpWpXza_LABzDz-qfSvTdZmMuKlnianzbpSN1-Kmp7JKZ9U9wHs4QQJfmDPmSi3&hsLang=en)**

 

GENERAL SETTINGS  
**Enhanced Permissions for Categorization Access ✅**

**![](https://pages.docyt.com/hs-fs/hubfs/Categorization%20Access%20-png.png?width=1600&height=886&name=Categorization%20Access%20-png.png)**

The new 'Categorization Access Control' feature allows business admins to enforce stricter controls on who can view or edit the 'Categorization' option within the Banking Accounts, Accounts Payable, and Receipt Box modules. This enhancement protects sensitive data, such as specific Charts of Accounts (COAs) related to Employee Reimbursements or Bonuses, maintaining employee confidentiality. Administrators can easily manage categorization access permissions for any user through the general settings. **[Learn More](https://pages.docyt.com/knowledge/categorization-access?utm_campaign=Product%20Updates&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-8mb4Ul2fpWpXza_LABzDz-qfSvTdZmMuKlnianzbpSN1-Kmp7JKZ9U9wHs4QQJfmDPmSi3&hsLang=en)**

 

**Missed last month's product release notes? **  
See🌻 [May 2024 release notes](https://pages.docyt.com/knowledge/may-2024-whats-new-with-docyt?utm_campaign=Product%20Updates&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-8mb4Ul2fpWpXza_LABzDz-qfSvTdZmMuKlnianzbpSN1-Kmp7JKZ9U9wHs4QQJfmDPmSi3&hsLang=en)

- [Docyt Setup, Personal & Business Settings](https://pages.docyt.com/knowledge/docyt-setup-personal-business-settings?hsLang=en#main-content)
  
  
  
  
  
    - [Accountant/CPA Access](https://pages.docyt.com/knowledge/docyt-setup-personal-business-settings?hsLang=en#accountant-cpa-access)
    - [User Settings](https://pages.docyt.com/knowledge/docyt-setup-personal-business-settings?hsLang=en#user-settings)
    - [Business & Personal Settings](https://pages.docyt.com/knowledge/docyt-setup-personal-business-settings?hsLang=en#business-personal-settings)
    - [Categories & Chart Of Accounts Setup](https://pages.docyt.com/knowledge/docyt-setup-personal-business-settings?hsLang=en#categories-chart-of-accounts-setup)
    - [Docyt Setup](https://pages.docyt.com/knowledge/docyt-setup-personal-business-settings?hsLang=en#docyt-setup)
    - [Billing](https://pages.docyt.com/knowledge/docyt-setup-personal-business-settings?hsLang=en#billing)
- [Navigation & Getting Started](https://pages.docyt.com/knowledge/navigation-getting-started?hsLang=en)
- [Top FAQs from Business Owners](https://pages.docyt.com/knowledge/top-faqs-from-business-owners?hsLang=en#main-content)
  
  
  
  
  
    - [Cheat Sheets](https://pages.docyt.com/knowledge/top-faqs-from-business-owners?hsLang=en#cheat-sheets)
- [Docyt Mobile App](https://pages.docyt.com/knowledge/docyt-mobile-app?hsLang=en#main-content)
  
  
  
  
  
    - [Important Tasks](https://pages.docyt.com/knowledge/docyt-mobile-app?hsLang=en#important-tasks)
    - [Setup](https://pages.docyt.com/knowledge/docyt-mobile-app?hsLang=en#setup)
    - [Accounts Payable](https://pages.docyt.com/knowledge/docyt-mobile-app?hsLang=en#accounts-payable)
    - [Reports](https://pages.docyt.com/knowledge/docyt-mobile-app?hsLang=en#reports)
- [Expense](https://pages.docyt.com/knowledge/expense?hsLang=en#main-content)
  
  
  
  
  
    - [Setup](https://pages.docyt.com/knowledge/expense?hsLang=en#setup)
    - [The UPS Store®](https://pages.docyt.com/knowledge/expense?hsLang=en#the-ups-store)
    - [Document Management](https://pages.docyt.com/knowledge/expense?hsLang=en#document-management)
    - [Vendor Credits](https://pages.docyt.com/knowledge/expense?hsLang=en#vendor-credits)
    - [Accounts Payable Approval Settings](https://pages.docyt.com/knowledge/expense?hsLang=en#accounts-payable-approval-settings)
    - [Bill Pay](https://pages.docyt.com/knowledge/expense?hsLang=en#bill-pay)
    - [Vendors & Payees](https://pages.docyt.com/knowledge/expense?hsLang=en#vendors-payees)
    - [Invoice Queue](https://pages.docyt.com/knowledge/expense?hsLang=en#invoice-queue)
- [Flagged Transactions & Document Requests](https://pages.docyt.com/knowledge/flagged-transactions-document-requests?hsLang=en)
- [Financial Connections](https://pages.docyt.com/knowledge/financial-connections?hsLang=en#main-content)
  
  
  
  
  
    - [Setup & Configuration](https://pages.docyt.com/knowledge/financial-connections?hsLang=en#setup-configuration)
    - [Banking Accounts Transactions](https://pages.docyt.com/knowledge/financial-connections?hsLang=en#banking-accounts-transactions)
- [Expense Reports & Employee Reimbursement](https://pages.docyt.com/knowledge/expense-reports-employee-reimbursement?hsLang=en#main-content)
  
  
  
  
  
    - [For Employers](https://pages.docyt.com/knowledge/expense-reports-employee-reimbursement?hsLang=en#for-employers)
- [Receipt Management](https://pages.docyt.com/knowledge/receipt-management?hsLang=en#main-content)
  
  
  
  
  
    - [Setup & Configuration](https://pages.docyt.com/knowledge/receipt-management?hsLang=en#setup-configuration)
    - [Scan & Upload, Email, or Drag & Drop Receipts](https://pages.docyt.com/knowledge/receipt-management?hsLang=en#scan-upload-email-or-drag-drop-receipts)
    - [Approve Receipts](https://pages.docyt.com/knowledge/receipt-management?hsLang=en#approve-receipts)
    - [Split Receipts](https://pages.docyt.com/knowledge/receipt-management?hsLang=en#split-receipts)
- [Business Reports & Budgets](https://pages.docyt.com/knowledge/business-reports-budgets?hsLang=en#main-content)
  
  
  
  
  
    - [Budget](https://pages.docyt.com/knowledge/business-reports-budgets?hsLang=en#budget)
    - [For Hospitality Businesses](https://pages.docyt.com/knowledge/business-reports-budgets?hsLang=en#for-hospitality-businesses)
    - [UPS Store®](https://pages.docyt.com/knowledge/business-reports-budgets?hsLang=en#ups-store)
    - [For Quick Service Restaurants](https://pages.docyt.com/knowledge/business-reports-budgets?hsLang=en#for-quick-service-restaurants)
    - [Business](https://pages.docyt.com/knowledge/business-reports-budgets?hsLang=en#business)
    - [Setup](https://pages.docyt.com/knowledge/business-reports-budgets?hsLang=en#setup)
    - [Import, Export & Share Data](https://pages.docyt.com/knowledge/business-reports-budgets?hsLang=en#import-export-share-data)
    - [SaaS](https://pages.docyt.com/knowledge/business-reports-budgets?hsLang=en#saas)
    - [Troubleshooting](https://pages.docyt.com/knowledge/business-reports-budgets?hsLang=en#troubleshooting)
- [Revenue Integration & Reconciliation](https://pages.docyt.com/knowledge/revenue-integration-reconciliation?hsLang=en#main-content)
  
  
  
  
  
    - [Hospitality Revenue System Integrations](https://pages.docyt.com/knowledge/revenue-integration-reconciliation?hsLang=en#hospitality-revenue-system-integrations)
    - [Daily Tasks](https://pages.docyt.com/knowledge/revenue-integration-reconciliation?hsLang=en#daily-tasks)
- [Reconciliation Center](https://pages.docyt.com/knowledge/reconciliation-center?hsLang=en#main-content)
  
  
  
  
  
    - [Setup](https://pages.docyt.com/knowledge/reconciliation-center?hsLang=en#setup)
    - [Continuous Bank Reconciliation](https://pages.docyt.com/knowledge/reconciliation-center?hsLang=en#continuous-bank-reconciliation)
    - [Month-End Book Closing Process](https://pages.docyt.com/knowledge/reconciliation-center?hsLang=en#month-end-book-closing-process)
    - [Chart of Accounts](https://pages.docyt.com/knowledge/reconciliation-center?hsLang=en#chart-of-accounts)
- [Accounts Receivable](https://pages.docyt.com/knowledge/accounts-receivable?hsLang=en)
- [Business Mailroom](https://pages.docyt.com/knowledge/business-mailroom?hsLang=en)
- [Accountant](https://pages.docyt.com/knowledge/accountant?hsLang=en#main-content)
  
  
  
  
  
    - [Setup & Configuration](https://pages.docyt.com/knowledge/accountant?hsLang=en#setup-configuration)
- [Product Updates](https://pages.docyt.com/knowledge/product-updates?hsLang=en#main-content)
  
  
  
  
  
    - [May 2024](https://pages.docyt.com/knowledge/product-updates?hsLang=en#may-2024)
    - [April 2024](https://pages.docyt.com/knowledge/product-updates?hsLang=en#april-2024)
    - [August 2023](https://pages.docyt.com/knowledge/product-updates?hsLang=en#august-2023)
    - [July 2023](https://pages.docyt.com/knowledge/product-updates?hsLang=en#july-2023)
- [Docyt Check](https://pages.docyt.com/knowledge/docyt-check?hsLang=en)
- [Banking & Reconciliation](https://pages.docyt.com/knowledge/banking-reconciliation?hsLang=en#main-content)
  
  
  
  
  
    - [Bank Statements](https://pages.docyt.com/knowledge/banking-reconciliation?hsLang=en#bank-statements)

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