- Help Center
- Docyt Setup, Personal & Business Settings
- Accountant/CPA Access
-
Top FAQs from Business Owners
-
Docyt Mobile App
-
Navigation & Getting Started
-
Flagged Transactions & Document Requests
-
Docyt Setup, Personal & Business Settings
-
Financial Connections
-
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
-
Receipt Management
-
Business Reports & Budgets
-
Vendors, Payees, W-9 & 1099
-
Revenue Integration & Reconciliation
-
Reconciliation Center
-
Accounts Receivable for The UPS Store®
-
Business Mailroom
-
Accountant
-
Product Updates
-
Docyt University
-
iOS
-
August 2024
How to Grant Docyt CPA View in ADP Payroll
Simplify your payroll management by granting Docyt CPA View access in ADP.
Granting Docyt CPA View access in ADP Payroll enables seamless integration for efficient payroll management. With read-only access, Docyt can view general ledger, reports, taxes, and company/employee information, streamlining financial processes. Eliminate manual statement uploading and emailing by following these steps.
-
Log into ADP: Sign in to your ADP account using your credentials.
-
Access User Management: Navigate to "Settings" > "Company" > "Manage user access" and click "Add Users".
-
User Information: Enter the user's first and last name in the designated fields.
-
Assign Security Role: In the "Role" field, select the appropriate security role for the user.
-
Email Address: Enter the email address access+[your business name]@docyt.com in the "Email" field.
- For example, if your business name is Harry's Hotel, the email address you would use is access+harryshotel@docyt.com.
-
Save and Notify User: Click "Save" to create the user. The user will receive an email with the registration link.
-
Security Verification: If prompted, follow the instructions to complete the security verification process.
-
User Security: On the User Security page, the new user's name will be listed. The "Registered" column indicates that the user's registration and verification are complete.
Please note that if you need any assistance with these steps, please contact ADP Support.
ADP Support: For assistance, you can reach out to our General Ledger Support Services team at 866-750-7133 option 1. Hours of Operation: • Monday - Friday: 8:00 am ET - 8:00 pm ET • Saturday, Sunday, and holidays: Closed
CPA View Access: Granting Docyt CPA View access enables access to the general ledger, reports, and taxes, and provides view-only access to company and employee information. Additionally, users can view documents in the RUN Reports folder in Doc Vault.