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- Top FAQs from Business Owners
- Cheat Sheets
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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
- Mark As Paid
- Payment Rules
- Receipt Box
- Copy Invoice Link
- Billable Invoice
- Merge Duplicate Vendors
- Docyt Check
- Split Invoice in Multiple Payments
- Split Invoice In Multiple Businesses
- Split Invoices
- Vendor Tax Profile
- 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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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
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Banking & Reconciliation
The Docyt Cheat Sheet for General Manager & Operators
Daily Tasks
- Check and respond to open items on your Task Dashboard, including maintaining bank connections.
- Send Invoices to Docyt
- Approve Invoices
- Upload Credit Card Receipts
- Submit Expense Reports
- Resolve Duplicate Vendors
- Validate Revenue Data: Confirm revenue was uploaded from prior week in “Daily Reports”
- Submit expense reports
Monthly Tasks
- Vendor Documentation: Upload vendors' W9 forms for simplified 1099 reports.
As Needed
- Access essential business reports whenever required