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Help Center
Business Module

Docyt Setup, Personal & Business Settings
Navigation & Getting Started
- User Setup & Configuration
Top FAQs from Business Owners
- Cheat Sheets
Docyt Mobile App
Expense
Flagged Transactions & Document Requests
- Undocumented Transactions Mobile
Financial Connections
Expense Reports & Employee Reimbursement
- For Employees
- For Employers
Receipt Management
Business Reports & Budgets
Vendors, Payees, W-9 & 1099
- 1099
Revenue Integration & Reconciliation
- Hospitality Revenue System Integrations
- Daily Tasks
Reconciliation Center
Accounts Receivable
- Account Receivables for UPS
Business Mailroom
Accountant
- Setup & Configuration
- View Options
Product Updates
Ledger Reports
Revenue Centre
- Revenue center
- Daily Revenue Report
Integration
Docyt Plans
Docyt Check
- cancel and void check
Expense Module
Expense Management
Connect Quickbooks
- Connect QBO
Docyt Copilot
- DocytLite
Business KPI-Mobile
- KPI-Mobile
Unified Header
Dashboard
- Types of Dashboard
- Follow up Mails
Reports
Banking & Reconciliation
- Banking Accounts
- Bank Statements
Docyt Modules
- Navigating Modules/Sub Modules of Docyt
Ledger
- Journal Entry reversal
Business Module
- Banking Accounts
Reconciliation
- Upload Bank Statement/Account Documents
Dashboard-Daily Flash Report
Billing Setup
- Payment Method

Business Module

Improved Document Requests Section

Banking Accounts

Inter-Account Transfers in Docyt

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