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