- Help Center
- Docyt Mobile App
-
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 Adjust Settings Using the Docyt Mobile App - iOS
- Open the Docyt app
- Click on Settings on the bottom right hand corner of your screen
- Here you will be able to make changes to the following settings:
- Personal Profile - make changes the email address or phone number associated with your account, or delete your account
- Business Profiles - make changes to the profiles of each of your businesses
- Notifications - turn notifications on or off for bills that are due or ready to be paid, approved or verified
- Security & Privacy - view devices with access to your account, turn Face ID on or off, or change your password
Personal Profile
Make changes the email address or phone number associated with your account, or delete your account
- Tap on Personal Profile
- To make changes, click on the section you want to update and make the necessary changes.
Business Profiles
Make changes to the profiles of each of your businesses:
- Tap on Business Profiles
- Select the Business you want to review and update
- Make changes to any of the following sections:
- Business Info - update the business profile picture, display name, business name, email, phone number, or physical address here
- Corporate Entity Info - update the entity type or EIN number here.
- Note that Industry Type can be seen here, but cannot be changed.
- Accounting Info - update the accounting start date, manage your QBO connection, and view departments here
- Note that any changes to the accounting start date should be discussed with your Docyt support team
- Business Admins - remove Business Admins from the account
Notifications
Turn notifications on or off for bills that are due or ready to be paid, approved or verified
Security & Privacy
View devices with access to your account, turn Face ID on or off, or change your password