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. Select Expense Management>Accounts Payable> Check Register
   
   
   

2. Locate the invoice and cancel the Docyt Check :

   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 Check'.
   

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

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   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 show in the check register as “Voided” as the user canceled the check from being created.   c.   “Voided” communicates to the user that the check was not created and the vendor will not receive the check.

    

4. Once the cancellation window has expired:

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   When attempting to cancel the Docyt Check after the one-hour window has closed, the user will receive a notification indicating that the check has already been created and they are outside the cancellation window. This states to the user that the check has already been sent to the vendor.
   c.   The check will show in the check register as           “Cancelled” as the user cancelled the payment, but it was not voided.   d.  “Cancelled” communicates to the user that the check was created but the payment was cancelled.   e.  This allows the user to edit the invoice, and reprocess the payment.