Generating a Sample Docyt Check & Self-Print Check

Generate a sample check to ensure the signature and information appear correctly.

Before you can generate a sample Docyt check, please make sure that you have Docyt checks enabled. Please see this article for help setting up Docyt Checks, if needed: How to Setup Docyt Check Service

Before proceeding, ensure that you have enabled Docyt checks. Refer to the "How to Setup Docyt Check Service" article for assistance, if needed.

To generate a sample Docyt check to share with your bank representative, follow these steps:

  1. Click on the "Expense Management" drop-down menu in the top menu.
    1. Choose "Accounts Payable" from the available options.
    2. Select "Settings" from the Accounts Payable menu.

  2. Choose "Setup Payment Methods" on the left. 
    1. Select "Docyt Check".
    2. Scroll to the bottom of the Setup Payment Methods/Docyt Check screen and click on the blue"Generate Sample Self-print Check" or "Generate Sample Docyt Check" (as applicable) button at the bottom of the screen.
    3. Download the PDF of the sample check for further use and sharing.

    By following these steps, you can easily generate a sample Docyt check or self-print check, ensuring a smooth process when working with your bank representative.

    Please note that the steps provided are a general guideline, and the interface and functionality may vary depending on the specific version of Docyt you are using.