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Financial Connections
Top FAQs from Business Owners
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Important Tasks
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iOS
Navigation & Getting Started
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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
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STR Integration
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Vendor Payment Report
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Back to home
Help Center
Financial Connections
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
Docyt Plans
Vendor Payment Report
Expense Report
Financial Connections
What is the process for disconnecting a financial connection?
How to Remove a Financial Connection
Quiltt/MX - Account Aggregator
Setup & Configuration
How to Enable Viewer Role in Banking Accounts for Employees
Managing Financial Institution Connections on iOS Docyt App: A Step-by-Step Guide
Financial Institution Connection Troubleshooting Guide
Financial Account Configuration in Docyt
How to Add and Map New Account in the Financial Connection Center of Docyt
What are the steps to reconnect a financial connection?
How to Add New Credit Card
How to Utilize Management Groups in Docyt
How to Archive a Bank or Credit Card in Docyt
See more
Split Bank Transaction
How to Split Bank/ Credit Card Transactions in Docyt to Required Transaction Types and thus Create Journal Entries via Docyt
Manual Mode
How to Manually Import Banking Transactions in Docyt via a CSV File of Transactions?
Banking Accounts Transactions
How to Perform Bank Feed Verification in Docyt
Search and Filter Banking Account Transactions
How to Attach a Document Directly to a Transaction in Docyt