- Help Center
- Accountant
-
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
How Accounting Firms Can Ensure They Land on the Chosen Profile Page After Logging In
- To access your Docyt account, log in.
- Click on the gear icon located in the user menu and choose 'Settings'.
- On the profile page that appears in 'Docyt Settings', you can choose either 'Accounting Firm' or 'Business' from the available options in the 'Default Profile' section.
- Choosing the 'Accounting firm' option will grant you access to the dashboard displaying all the companies currently being managed by that accounting firm when you log in to Docyt next.
