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Financial Connections
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Split Bank Transaction
Manual Mode
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Setup
Managing and Processing Invoices
The UPS Store®
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Vendor Credits
Accounts Payable Approval Settings
Bill Pay
Docyt Full Service Check
Docyt ACH
Self-Print Check
Mark As Paid, Do Not Pay & Recurring Payments
Split Expenses
Accrue Expenses
Intercompany Settlement
Vendors & Payees
W-9 & 1099
Split Expenses, Accrue Expenses & Intercompany Settlement
Expense Reports & Employee Reimbursement
For Employees
For Employers
Receipt Management
Setup & Configuration
Scan & Upload, Email, or Drag & Drop Receipts
Approve Receipts
Split Receipts
Business Reports & Budgets
Budget
For Hospitality Businesses
UPS Store®
For Quick Service Restaurants
Multi-Entity / Multiple Businesses
Business
Setup
Import, Export & Share Data
Portfolio (Multi-Entity) Reports
SaaS
Troubleshooting
P&L
Metrics
Vendors, Payees, W-9 & 1099
1099
Revenue Integration & Reconciliation
Hospitality Revenue System Integrations
Daily Tasks
Reconciliation Center
Setup
Auto-Categorization and Auto-Matching
Continuous Bank Reconciliation
Month-End Book Closing Process
Bank Statements
Chart of Accounts
Accounts Receivable for The UPS Store®
Business Mailroom
Accountant
Reconciling
Setup & Configuration
Product Updates
July 2023
August 2023
May 2024
April 2024
July 2024
August 2024
September 2024
Docyt University
iOS
Ledger Reports
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STR Integration
Vendor Payment Report
Expense Report
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Help Center
Docyt Mobile App
Top FAQs from Business Owners
Cheat Sheets
Docyt Mobile App
Important Tasks
Setup
Accounts Payable
Reports
iOS
Navigation & Getting Started
User Setup & Configuration
Flagged Transactions & Document Requests
Docyt Setup, Personal & Business Settings
Accountant/CPA Access
User Settings
Business & Personal Settings
Categories & Chart Of Accounts Setup
Notifications
Docyt Setup
Billing
Financial Connections
Setup & Configuration
Split Bank Transaction
Manual Mode
Banking Accounts Transactions
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
Self-Print Check
Mark As Paid, Do Not Pay & Recurring Payments
Split Expenses
Accrue Expenses
Intercompany Settlement
Vendors & Payees
W-9 & 1099
Split Expenses, Accrue Expenses & Intercompany Settlement
Expense Reports & Employee Reimbursement
For Employees
For Employers
Receipt Management
Setup & Configuration
Scan & Upload, Email, or Drag & Drop Receipts
Approve Receipts
Split Receipts
Business Reports & Budgets
Budget
For Hospitality Businesses
UPS Store®
For Quick Service Restaurants
Multi-Entity / Multiple Businesses
Business
Setup
Import, Export & Share Data
Portfolio (Multi-Entity) Reports
SaaS
Troubleshooting
P&L
Metrics
Vendors, Payees, W-9 & 1099
1099
Revenue Integration & Reconciliation
Hospitality Revenue System Integrations
Daily Tasks
Reconciliation Center
Setup
Auto-Categorization and Auto-Matching
Continuous Bank Reconciliation
Month-End Book Closing Process
Bank Statements
Chart of Accounts
Accounts Receivable for The UPS Store®
Business Mailroom
Accountant
Reconciling
Setup & Configuration
Product Updates
July 2023
August 2023
May 2024
April 2024
July 2024
August 2024
September 2024
Docyt University
iOS
Ledger Reports
Integration
STR Integration
Vendor Payment Report
Expense Report
Docyt Mobile App
How do I Scan and Upload Receipts for Employee Expense Report Reimbursement with the Docyt Mobile App?
How to Adjust Settings Using the Docyt Mobile App - iOS
How do I upload documents to Docyt using the iOS app?
Managing Flagged Transactions with Voice and Upload Features in Docyt iOS App
Important Tasks
How to Review Flagged Transactions on the Docyt App for iOS
How to View Recently Uploaded Documents Using the Docyt Mobile App (iOS)
Using the Mailroom on the Docyt Mobile App (iOS)
How do I respond to document requests on the Docyt iOS app?
Access Control: Categorization for Banking Accounts/AP/Receipts in Docyt iOS/Android
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Setup
Download the Docyt Mobile App
How to Manage Document Requests Visibility in Docyt iOS & Android App
Managing Permissions for Flagged Transactions, Document Requests, and Tasks Board in Docyt iOS & Android App
Managing Permissions for Banking Accounts in Docyt Android and iOS
Accounts Payable
How to Upload an Invoice in Docyt using the Mobile App (iOS)
How do I scan and upload an expense receipt with the Docyt Mobile App on Android?
How do I scan and upload an expense receipt with the Docyt Mobile App on iOS?
Managing Business Expenses via Docyt Mobile App
How do I scan and upload a business receipt with the Docyt Mobile App?
How do I scan and upload a business receipt with the Docyt Mobile App on Android?
How to Split a Receipt in the Docyt Mobile App
How to Record a Handwritten Check Using the Docyt Mobile App for iOS?
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Reports
Portfolio Reports on the iOS Docyt App
Utilizing Advanced Business Reports Filters on Android
Business Reports on iOS
How to Access and View Business Reports on Android Mobile
iOS
Overview of the Docyt App iOS