New Business Level Global Navigation - Business & Accountant View

Overview

Docyt is rolling out a redesigned global navigation system! This exciting upgrade is built to make your experience faster, smarter, sleeker more seamless

📌 Objective:

Our new centralised navigation system is to make Docyt more productive

1. Streamlined Navigation Menu

2. Faster Access, Less Searching

3. Unified Experience Across Roles

Tip: Right-click on the image and select “Open image in new tab” to view a larger version.

Module-Wise Restructure:

Old View Module Wise	New View Module Wise
Earlier, there were 8 Modules: Dashboard Expense Management Revenue Reconciliation Banking Reconciliation Reports Documents Settings Open Items	Now we have only 6 Modules: Business Expense Revenue Reconciliation Reports Ledger

⌨️ Users:

1. Business Admins

2. Employees

3. Accountant

Transitioning to Docyt’s Enhanced Global Navigation: What’s New by Module

Module 1: Business :

It includes 6 tabs related to business functions.

1. Dashboard

2. Open Items

3. Vault

4. Financial Accounts

5. Data Integration

6. General Settings

Sub Tabs/ Section	Old Tab Location	New Location Tabs	Notes/Sub Tabs
Dashboard	Separate Tab	Moved Under Module 1 🔽Business	The user can create a Dashboard in this Tab
Open Items	Separate Tab	Moved Under Module 1 🔽Business	This Tab has 4 Sub Tabs : 🔽 Document Request 🔽 Flagged Transaction 🔽 Flagged Receipts 🔽 Flagged Invoices
Vault	Earlier, it was named Mailroom under the 🔽Document Module	Created Under Module 1 🔽 Business	This Sub Module will be used to send documents, eg, Bank Statement, all required documents.
Financial Accounts	Earlier, it was under the Banking & Reconciliation Module 🔽Banking Accounts	Moved Under Module 1 🔽 Business	This Sub Module has 5 Sub tabs: 🔽 All Accounts 🔽 All Transactions 🔽CSV Import 🔽Trash 🔽Bank Connection Center
Data Integration	Earlier, It was Under the Gear Icon on the Right Side near the Sign In Button	Moved under Module 1 🔽Business	This Tab displays all the PMS, Personal Info, Passwords, and Phone Numbers related to integrations. 5 Sub Tabs: 🔽 Personal Profile 🔽 My Business 🔽 Notification 🔽 Security Privacy 🔽 Integrations
General Settings	Earlier, it was a separate Module 🔽Settings	Moved under Module 1 🔽Business New Sub-Module name 🔽 General Settings	This Sub-Module has 12 Sub-Tabs: 🔽 Management Group 🔽 Accounting Software 🔽 Business Profile 🔽 Business Employees 🔽 Financial Accounts 🔽 Revenue Setup 🔽 Payment Method 🔽 Accounting Team 🔽 Subscription Plan 🔽 Billing Information 🔽 Document Collections 🔽 Notification Settings

Module 2: Expense :

It includes 6 tabs related to expense functions.

1. Bill Pay

2. Vendors

3. Expense Reports

4. Corporate Cards

Sub Tabs/ Section	Old Tab Location	New Location Tabs	Notes
Bill Pay	Earlier, it was part of the Expense Management Module 🔽 Accounts Payable	Renamed from Accounts Payable to Bill Pay 🔽 Bill Pay	It has 8 SubTabs: 🔽 Invoice Queue 🔽 Check Register 🔽 ACH Register 🔽 Inter-Entity Settlement 🔽 Approval & Audit Controls 🔽 Payment Rule 🔽 Payment Method Setup 🔽 Settings
Vendors	Earlier Module 🔽 Expense Management No Other Change	New Module Name 🔽Expense No Other Change	No Change in Sub Modules❌
Expense Reports	Earlier Module 🔽 Expense Management	New Module Name 🔽Expense	Renamed in Sub Tabs: 🔽 Add Expense (Renamed from My Expenses) 🔽 My Reimbursement 🔽 Employee Submission 🔽 Reimbursement Categories 🔽 Settings
Corporate Cards	Earlier Module 🔽 Expense Management Earlier Sub-Module name 🔽 Receipt Box	New Module Name 🔽Expense New Sub-Module name 🔽 Corporate Cards	New Sub Tabs: 🔽 All Receipts

Module 3: Revenue:

It includes 3 tabs related to receivables.

1. Accounts Receivable

2. Point of Sale Receivables

3. Business Network Profile

Sub Tabs/ Section	Old Tab Location	New Location Tabs	Notes
Accounts Receivables	Earlier, it was part of 🔽 Revenue Reconciliation Module Earlier Sub-Module: 🔽 Accounts Receivables	New Module Name 🔽 Revenue Renamed Sub-Module: 🔽 Accounts Receivable	It has 4 SubTabs: 🔽 Invoice 🔽 Customer 🔽 Payments 🔽 Settings
Point of Sale Receivables	Earlier, it was under Module : 🔽 Revenue Reconciliation Earlier Sub-Module: 🔽 Revenue Center	New Module Name 🔽 Revenue Renamed Sub-Module: 🔽 Point of Sale Receivables	Revenue Centre is moved to the Point of Sale Tab
Business Network Profile	Earlier, it was under Module : 🔽 Revenue Reconciliation Earlier Sub-Module: 🔽 My Vendor Profile	New Module Name 🔽 Revenue Renamed Sub-Module: 🔽 Business Network Profile	(Renamed Tabs Vendor Profile to Business Network Profile and eliminated Credit Memo)

Module 4: Reconciliation:

It includes 4 tabs related to transactions.

1. Tasks

2. Closing

3. Transactions

4. Docyt AI Settings

Sub Tabs/ Section	Old Tab Location	New Location Tabs	Notes
Tasks	Earlier, it was part of 🔽 Banking & Reconciliation Module Earlier Sub-Module: 🔽 Reconciliation Center	New Module Name 🔽 Reconciliation Renamed Sub-Module: 🔽 Tasks	It has 4 SubTabs: 🔽 Uncategorised Transactions 🔽 Transactions For Review 🔽 Uncleared Documents 🔽 Unmatched Transfers (Note: This sub-module previously included additional tabs, now moved to related modules)
Closing	Earlier, it was under Module : 🔽 Banking & Reconciliation Module Earlier Sub-Module: 🔽Reconciliation Centre	New Module Name 🔽 Reconciliation Renamed Sub-Module: 🔽 Closing	Created as a Separate Sub-Module with 3 Sub-Tabs: 🔽 Month-end Close 🔽 Bank Statement 🔽 Other Account Documents
Transactions	Earlier, it was under Module : 🔽 Revenue Reconciliation Earlier Sub-Module: 🔽Reconciliation Centre	New Module Name 🔽 Reconciliation Renamed Sub-Module: 🔽 Transactions	Earlier, these 7 Sub Tabs were part of the Reconciliation Center, and have now moved to this Sub Module: 🔽 All Transactions 🔽 Expense 🔽 Income 🔽 Bank Transfers 🔽 Payroll Charges 🔽 Loan Payments 🔽Equity/Liability/Assets
Docyt AI Settings	Earlier, it was under Module : 🔽 Revenue Reconciliation Earlier Sub-Module: 🔽Reconciliation Centre	New Module Name 🔽 Reconciliation Renamed Sub-Module: 🔽 Docyt AI Settings	A new Sub Tab is created and moved from the Reconciliation Center

Module 5: Revenue:

It includes 4 tabs related to reports and the budget.

1. Management

2. Department

3. Expense

4. Labor

5. Budget Forecast

6. Industry Metrics

Sub Tabs/ Section	Old Tab Location	New Location Tabs	Notes
Management	Earlier, it was part of 🔽 Reports Earlier Sub-Module: 🔽 Financial Reports	Same Module Name 🔽 Reports Renamed Separate Sub-Module: 🔽 Management	(Note: All the business-related reports will be created and displayed under this sub-tab, like P&L and B/S.)
Department	Earlier, it was part of 🔽 Reports Earlier Sub-Module: 🔽 Financial Reports ↓ 🔽 Departmental Reports	Same Module Name 🔽 Reports Created Separate Sub-Module: 🔽 Department	(Note: This sub-module will be used to display Departmental Reports)
Expense	Earlier, it was part of 🔽 Reports Earlier Sub-Module: 🔽 Expense	Same Module Name 🔽 Reports Separate Sub-Module: 🔽 Expense	This Sub-Tab is for Vendor Payments, Vendor Expense reports, etc.
Labor	Earlier, it was part of 🔽 Reports Earlier Sub-Module: 🔽 Management Report ↓ 🔽 Labor	Same Module Name 🔽 Reports Created Separate Sub-Module: 🔽 Labor
Budget Forecast	Earlier, it was part of 🔽 Reports Earlier Sub-Module: 🔽 Financial Reports	Same Module Name 🔽 Reports Separate Sub-Module: 🔽 Budget Forecast	No Change in Sub Modules❌
Industry Metrics	Earlier, it was part of 🔽 Reports Earlier Sub-Module: 🔽 Industry Metrics	Same Module Name 🔽 Reports Separate Sub-Module: 🔽 Industry Metrics	No Change in Sub Modules❌

Note: This module will display an additional "Revenue" sub-tab if revenue reports are generated for the business.

Module 6: Ledger:

It includes 3 tabs related to Ledger.

1. Chart Of Accounts

2. Journal Entries

3. Ledger Syncing Center

Sub Tabs/ Section	Old Tab Location	New Location Tabs	Notes
Chart of Accounts	Earlier, it was part of 🔽 Banking & Reconciliation Module Earlier Sub-Module: 🔽 Reconciliation Center ↓ 🔽 Chart of Accounts	New Module Name 🔽 Ledger Same Sub-Module Name: 🔽 Chart of Accounts	(Note: All related COA will be listed in this tab, and also the errors in the COA)
Journal Entries	Earlier, it was part of 🔽 Banking & Reconciliation Module Earlier Sub-Module: 🔽 Reconciliation Center	New Module Name 🔽 Ledger Same Sub-Module Name: 🔽 Journal Entries	Note: All related JE's will be listed in this tab, including intercompany company settlement entries. All new JE's will be created in this tab with more enhanced features.
Ledger Syncing Errors	Earlier, it was part of 🔽 Banking & Reconciliation Module Earlier Sub-Module: 🔽 Reconciliation Center ↓ 🔽 Ledger Syncing Errors	New Module Name 🔽 Ledger Same Sub-Module Name: 🔽 Ledger Syncing Center	Note: All errors related to QBO will be displayed here, like before.