How to Use Chat Section and activity Logs in the Invoice

A. How to Use Chat Section

B. How to Use Activity Logs

A. Using the Chat Section

Steps:

1. Login into to Docyt Account.

2. Open the Invoice queue by navigating Expense > Bill Pay > Invoice Queue.

3. Use the chat button (at start of Invoice near Star mark) to communicate with your team.

4. Mention teammates using @username.

5. Notifications appear in Open Items and in Transaction message on Dashboard for tagged messages.

6. Click + to attach supporting documents.

7. To see complete chat option select the invoice.

8. Click on Chat option in right panel window on invoice section.

B. Review Activity Logs

Steps:

1. Login into to Docyt Account.

2. Open the Invoice queue by navigating Expense > Bill Pay > Invoice Queue.

3. When u click on invoice it will get opened.

4. Move the cursor towards right panel in window and click on Activities.

1. The Activity section keeps a log of all actions taken on an invoice.

2. Displays user name and exact actions performed for audit trail.