Docyt Setup

How to Access Docyt Business Setup

Accessing Setup Page

  1. Login to the Docyt account and click on 'Accounting'.

  2. To access the settings for a specific business, click on the ellipsis menu at the end of the business row and choose 'Business Setup' from the options.
  3. The setup page will open up.
  4. Configure your Management Group
  5. Grant your employees access to Docyt
  6. Setup Payment Methods
  7. Add Authorized Signatories
  8. Billing Information

The pricing for using Docyt Check and Docyt ACH varies depending on your chosen plan. View the most up-to-date price list here.

Additional Resources