- Help Center
- Financial Connections
- Setup & Configuration
-
Docyt Setup, Personal & Business Settings
-
Navigation & Getting Started
-
Top FAQs from Business Owners
-
Docyt Mobile App
-
Accounts Payable
- Setup
- Managing and Processing Invoices
- The UPS Store®
- Document Management
- Vendor Credits
- Accounts Payable Approval Settings
- Bill Pay
- Docyt ACH
- Split Expenses
- Intercompany Settlement
- Vendors & Payees
- W-9 & 1099
- Invoice Queue
- Check Register
- Mark As Paid
- Payment Rules
- Receipt Box
- Copy Invoice Link
- Billable Invoice
- Merge Duplicate Vendors
- Docyt Check
- Split Invoice in Multiple Payments
- split statement to invoice
- Split Invoice In Multiple Businesses
- Split Invoices
- Vendor Tax Profile
- Tracking payments
- QBO Sync Status for Invoice
- Docyt ACH Timeline
-
Flagged Transactions & Document Requests
-
Financial Connections
-
Expense Reports & Employee Reimbursement
-
Receipt Management
-
Business Reports & Budgets
-
Vendors, Payees, W-9 & 1099
-
Revenue Integration & Reconciliation
-
Reconciliation Center
-
Accounts Receivable
-
Business Mailroom
-
Accountant
-
Product Updates
-
Docyt University
-
Ledger Reports
-
Revenue Centre
-
Integration
-
Docyt Plans
-
Vendor Payment Report
-
Docyt Check
-
Expense Management
-
Connect Quickbooks
-
Docyt Copilot
-
Business KPI-Mobile
-
Settings
-
Dashboard
-
Reports
How to Enable Viewer Role in Banking Accounts for Employees
- Login to your Docyt Account.
- Navigate to the menu and click on 'Settings'.
- Select 'Business Employees' from the menu.
- Choose the employee's name and then go to the 'Permissions' section to set their permission for 'Banking Accounts' to 'Viewer'.
5. The employee with 'Viewer' permission in 'Banking Accounts' will only view banking transactions.
