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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 Full Service Check
- Docyt ACH
- Split Expenses
- Intercompany Settlement
- Vendors & Payees
- W-9 & 1099
- Invoice Queue
- Check Register
- Mark As Paid
- Payment Rules
- Receipt Box
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Flagged Transactions & Document Requests
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Financial Connections
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Split Expenses, Accrue Expenses & Intercompany Settlement
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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 for The UPS Store®
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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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iOS
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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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Vendor Payment Report
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Docyt Check
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Account Receivables
Create budgets in Docyt
- Log into Docyt: Access Docyt through the web app by logging into Docyt.
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Select 'Business Reports' and click 'Budgets'.
- Click the blue plus button.
- Fill in the values for each line item and specify the month. Once you have entered all the necessary information, click on the blue 'Save' button.
- To compare the budget with a report in Docyt, simply access the report, click on the customize button, and choose the option for budgets comparison. This will allow you to easily view and analyze how your budget aligns with your report in Docyt.