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

Table of contents:

A. How to forward wrong Invoices?

B. How to forward wrong Receipts?

A. Forward Invoices:

  1. Log in to your Docyt account. https://app.docyt.com/sign_in
  2. Select Expense > Bill Pay > Invoice Queue.
  3. Once the Invoice queue is opened, move the cursor towards the amount tab given in front of the invoice and click on the amount.
  4. Select the "Forward" option.

  5. It will open a list of options for modules where this invoice may be moved.
  6. Alternatively, for Bulk action, select the check box in front of the invoices.
  7. Move the cursor upwards and click on Bulk Action.

  8. When you click on the Bulk Action tab, select the option "Forward" and choose the module to save.
  9. Click on the 'Continue' button.


                               

Note: 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'.

                                 

B. Forward Receipts:

  1. Go to the Expense > Corporate Cards > All Receipts in your Docyt account.

  2. The Receipt Box window will be opened.

  3. Move the cursor towards the amount tab given in front of the invoice and click on the amount.

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

  5.  

    Alternatively, move the cursor towards the amount tab given in front of the invoice and click on the amount.     


             
  6. Select the business and service (module) where you want to send the document, and then click on the 'Continue' button.