Docyt Full Service Check

Managing Docyt Check: Voiding Process and Cancellation Window

To cancel a Docyt Check, users have a one-hour window from when the check is created. The user experience before and after this window will be different. Follow these steps to cancel a Docyt check:

  1. Access the Paid Queue

    1. Select Expense Managment>Accounts Payable> Invoice Queue
    2. Click on the 'Paid' tab.
  2. Locate the invoice and cancel the payment.

    Find the invoice associated with the check you want to cancel. Click on the boxed amount of the invoice to reveal a drop-down menu of options. From the menu, select 'Cancel Payment'.

  3. During the initial cancellation period of 1-hour:
    Details Screenshot

    a. When attempting to cancel the Docyt Check, the user will receive a pop-up informing them that the check has not yet been generated.

    b. The check will be marked as 'Voided' in the check register because the user chose to cancel the creation of the check.

    c. 'Voided' indicates to the user that the check was not generated and will not be sent to the vendor.
    d. Once the check is canceled, the invoice will be returned to the invoice queue and revert to an unverified state. This allows you to make any necessary adjustments or edits if needed.

     

  4. Once the cancellation window has expired:

    Details Screenshot

    a. When attempting to cancel the Docyt Check, the user will receive a notification informing them that the check has already been created and they are no longer within the cancellation window.

    This notification informs the user that the check has already been sent to the vendor.

    b. The check will appear in the check register as 'Cancelled' because the user chose to cancel the payment, although it was not voided.

    c. 'Cancelled' indicates to the user that the check was generated, but the payment was ultimately canceled. This allows the user to make changes to the invoice and initiate the payment process again.

    d. Once the check is canceled, the invoice will be returned to the invoice queue and revert to an unverified state. This allows you to make any necessary adjustments or edits if needed.

 

Note: After the cancellation window has passed, voiding the check will not prevent it from being sent. However, in the Docyt Check Register, the check will be marked as canceled. It is important to notify the vendor about the cancellation of the check/payment. Additionally, you should contact your bank and request a stop payment for the specific check number. Please note that the bank may charge a fee for this service.