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Financial Connections

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

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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