- Help Center
- Financial Connections
-
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
What is the process for disconnecting a financial connection?
- Log into your Docyt account.
- Click on the gear icon in the top right corner and select 'Financial Connections'.
3. To disconnect a financial connection, click on the ellipsis menu (represented by three dots) next to the financial connection you want to disconnect.
4. Click on 'Disconnect'.
5. Clicking on 'Disconnect' will prompt Docyt to remove the connection from the financial institution connection center.
6. A confirmation message will be sent to you, asking if you want to disconnect the financial institution. If you choose 'Yes,' Docyt will disconnect the institution, and any mapped accounts will be put into manual mode. If you choose 'Cancel,' the popup window will close.