How to Use the Consolidated Chart of Accounts View

View Transactions Easily with the Consolidated Chart of Accounts

Step-by-Step Guide

Log in to your Docyt account.

1. Navigate to Expense → Bill Pay → Invoice Queue.

2. Select an invoice from the Invoice Queue.

3. On the right panel, click on the Category or Splits where the invoice details are displayed.

4. In the categorization column, click the View dropdown in the top-right corner.

5. Select View by Accounts.

1. You will see the total amount assigned to each Chart of Account.

2. To view individual line-item descriptions, click the arrow to expand the respective Chart of Account.