- Help Center
- Docyt Setup, Personal & Business Settings
- Notifications
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Docyt Setup, Personal & Business Settings
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Navigation & Getting Started
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Top FAQs from Business Owners
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Docyt Mobile App
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Accounts Payable
- Setup
- Managing and Processing Invoices
- The UPS Store®
- Document Management
- Vendor Credits
- Accounts Payable Approval Settings
- Bill Pay
- Docyt ACH
- Split Expenses
- Intercompany Settlement
- Vendors & Payees
- W-9 & 1099
- Invoice Queue
- Check Register
- Mark As Paid
- Payment Rules
- Receipt Box
- Copy Invoice Link
- Billable Invoice
- Merge Duplicate Vendors
- Docyt Check
- Split Invoice in Multiple Payments
- split statement to invoice
- Split Invoice In Multiple Businesses
- Split Invoices
- Vendor Tax Profile
- Tracking payments
- QBO Sync Status for Invoice
- Docyt ACH Timeline
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Flagged Transactions & Document Requests
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Financial Connections
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Expense Reports & Employee Reimbursement
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Receipt Management
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Business Reports & Budgets
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Vendors, Payees, W-9 & 1099
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Revenue Integration & Reconciliation
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Reconciliation Center
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Accounts Receivable
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Business Mailroom
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Accountant
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Product Updates
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Docyt University
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Ledger Reports
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Revenue Centre
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Integration
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Docyt Plans
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Vendor Payment Report
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Docyt Check
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Expense Management
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Connect Quickbooks
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Docyt Copilot
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Business KPI-Mobile
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Settings
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Dashboard
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Reports
How can I adjust my notification settings?
- Log into Your Docyt Account. Open the Docyt application or website and enter your login credentials.
- Adjust Notification Settings
- Access the settings by clicking on the gear icon.
- Access the settings by clicking on the gear icon.
- Navigate to the ‘Notifications’ tab on the left panel.
- Here, you can customize how and when you receive notifications from Docyt.
5. For Financial Insights Email, users can configure the notifications settings for Financial Insights email, which can be triggered “Daily, Weekly and Monthy” for all the businesses the client has access to, and the client will get the updates on their email of the KPIs of their companies.
Note: Daily will be selected by default.
6. For each business, users can select a particular KPI dashboard from the list, as shown in the image below, to which they want to receive updates via email. Click on "Save" to save the changes.
7. You can view the KPIs for the selected dashboard below the dropdown.
8. If there are more KPIs with a '+x more' indicator, hovering over '+x more' shows all the KPIs.
9. When clicking 'Edit, if there are more than five businesses in the financial insights email section, you can view more businesses by scrolling down to view the entire list.
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