- Help Center
- Financial Connections
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Top FAQs from Business Owners
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Docyt Mobile App
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Navigation & Getting Started
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Flagged Transactions & Document Requests
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Docyt Setup, Personal & Business Settings
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Financial Connections
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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
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Split Expenses, Accrue Expenses & Intercompany Settlement
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Expense Reports & Employee Reimbursement
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Receipt Management
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Business Reports & Budgets
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Vendors, Payees, W-9 & 1099
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Revenue Integration & Reconciliation
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Reconciliation Center
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Accounts Receivable for The UPS Store®
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Business Mailroom
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Accountant
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Product Updates
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Docyt University
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iOS
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Ledger Reports
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Integration
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Docyt Plans
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Vendor Payment Report
How to Remove a Financial Connection
- Log into your Docyt account.
- Click on the gear icon in the top right corner and then select 'Financial Connections'.
- To remove a financial connection, click on the ellipsis menu (represented by three dots) next to the financial connection you wish to remove. It is important to note that the financial institution account must be first disconnected before it can be removed.
- Once the account is disconnected, you can remove it by selecting 'Remove' from the three dots menu. A confirmation window will appear, asking you to confirm the removal of the account. Click on the 'Yes' button to proceed with the removal.