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What if you accidentally sent invoices or receipts to the wrong module?

Did you sent invoices or receipts to the wrong module? No problem! Here's how to forward them within Docyt.

 

Invoices

  1. Log in to your Docyt account. https://app.docyt.com/sign_in
  2. To access the Invoice Queue, simply navigate to the top navigation menu and select 'Expense Management'. From there, choose 'Accounts Payable' and then 'Invoice Queue'.
                               Document Management _ Forward Invoices _ Step a
  3. To select invoices from the Queued tab, simply check-mark the checkbox next to the invoices you want to forward to another module. Then, click on 'Bulk Actions' and select 'Forward'. It's important to note that if an invoice's status is 'Verified', you need to edit the invoice and change its status to 'In Verification'.
                                  Document Management _ Forward Invoices _ Step c

4. Select the business and service to which you want to forward the document, and then click on the 'Continue' button.



Receipts

  1. Go to the 'Receipt Box' module in your Docyt account.

  2. Navigate to the left side and choose 'Receipt List'.

  3. To send receipts from the Uploaded tab, select the receipts you wish to forward by checking the checkbox next to each receipt. Then, click on 'Bulk Actions' and choose 'Forward' to proceed with sending them.

                         Document Management _ Forward Receipts _ Step c-1

  4. Select the business and service where you want to send the document, and then click on the 'Continue' button.