Vendors & Payees

Vendor Maintenance - Creating, Editing, and Reviewing Vendor Profiles in Docyt

Docyt provides a comprehensive solution for managing vendor profiles in the Vendors module. This guide will walk you through the process of creating, editing, and reviewing vendor profiles in Docyt.

To access your vendors in Docyt, follow these steps:

  1. Select the "Expense Management" drop-down menu.
  2. From the options available, choose "Vendors."
  3. In the Vendors section, select "My Vendors."

Accessing Vendor Profiles:

  • Go to the "My Vendors" section to view all the vendors associated with your business.
  • Here, you can add new vendors or import vendors from QuickBooks.
  • Archived vendors can be found in the "Archived" tab and are not visible in the "Active" tab.
  • To invite a vendor to Docyt, select "Invite Vendor to Docyt," enter the vendor's email address in the pop-up, and click "Send Invitation." The vendor will receive an email from Docyt with a sign-up link.

Updating Vendor Details:

  • Click on the vendor name or the three dots on the right to access the vendor details page.
  • Update information such as email, fax, contact details, address book, payments, ACH, and W-9 info.

Managing Addresses:

  • In the Address Book tab, you can choose an address to be pushed to QuickBooks, known as the "Ledger Address."

Docyt Business Network:

  • The "Docyt Business Network" provides a list of all global vendors available in Docyt.
  • From here, you can select one or more vendors and click "Add to My Vendors."
  • You can also remove vendors as needed.

Adding New Vendors:

  • When adding a new vendor, you have three options: import from QuickBooks Online (QBO), add from vendors in the Docyt Business Network, or add a new vendor from scratch.

Managing QuickBooks Online Connections:

  • On the "My Vendors" screen, look for the connections icon next to each vendor's name.
  • This icon indicates the current status of the vendor's connection with QuickBooks Online.
  • Connected vendors are synced with QuickBooks Online, while vendors without a connection are marked as "Not Connected."
  • The connection feature helps you identify any syncing errors or duplicate vendors that may require merging.

By following these steps, you'll be able to effectively create, edit, and review vendor profiles in Docyt, ensuring accurate and up-to-date information for your business.