How to Use Transaction Messages in Docyt

Transaction Messages allow you to communicate directly within a transaction, help to collaborate and resolve questions efficiently.

Table of Contents:

1. Steps to Send a Transaction Message

  1. Navigate to Reconciliation → Tasks → Transactions for Review.

  2. Locate the transaction you want to message.

  3. Click the three-dot (⋯) menu at the end of the transaction and select Send a Message.

  1. In the message box at the bottom of the transaction page:

    • Type your message or comment.

    • Use @mention followed by the person’s name to notify a specific user.

  2. Click the Send (arrow) button to post the message.

  1. Your message will now appear in the Transaction Messages thread for that transaction.

2. Viewing Transaction Messages:

  1. Go to Business → Open Items → Transaction Messages.

  2. Click on any unread message to view the full conversation.

3. Managing Missed or Read Messages

  1. If you missed reviewing a transaction message or forgot to reply after opening it, click the All filter located above the transaction list.

  2. This allows you to view both read and unread transaction messages.

Last updated

Was this helpful?