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. Send a Transaction Message

2. View Sent and Received Messages

3. Manage Transaction Messages

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.