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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 to Check and Manage Revenue Integration Status in Docyt
Steps to Check Integration Status
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Sign In:
- Go to Docyt and sign in.
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Access Integrations:
- Click on the gear icon in the top right corner.
- Select 'Integrations' from the dropdown menu.
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Select Business:
- Find and select the business name for which you wish to configure the integration.
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View Integration Status:
- A banner will display the integration status for the selected business.
Status Labels
- Green “Active” Label: Your integration is working fine.
- Yellow or Red “Paused” Label: Your integration is paused and needs attention.
- View History:
- Click on the three dots next to the integration.
- Select 'View History' from the menu.
Checking Daily Status
- Calendar View:
- You can view a calendar showing the daily status of revenue report integration.
What to Do if Integration is Paused
- Yellow or Red Label:
- If you see a yellow or red label, contact support@docyt.com for assistance.
By following these steps, you can easily check and manage your integration status in Docyt, ensuring your data is up-to-date.