- Help Center
- Accountant
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Docyt Setup, Personal & Business Settings
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Navigation & Getting Started
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Top FAQs from Business Owners
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Docyt Mobile App
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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
- Split Expenses
- Intercompany Settlement
- Vendors & Payees
- W-9 & 1099
- Invoice Queue
- Check Register
- Mark As Paid
- Payment Rules
- Receipt Box
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Flagged Transactions & Document Requests
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Financial Connections
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Split Expenses, Accrue Expenses & Intercompany Settlement
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Expense Reports & Employee Reimbursement
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Receipt Management
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Business Reports & Budgets
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Vendors, Payees, W-9 & 1099
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Revenue Integration & Reconciliation
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Reconciliation Center
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Accounts Receivable for The UPS Store®
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Business Mailroom
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Accountant
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Product Updates
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Docyt University
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iOS
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Ledger Reports
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Revenue Centre
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Integration
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Docyt Plans
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Vendor Payment Report
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Docyt Check
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Account Receivables
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.
