How to Setup & Edit Your Vendor Profile in Docyt

1. Click on Expense > Vendors> All Vendors.

2. 'My Vendors' page will be displayed.
   

    

3. Move the cursor towards the end of the vendor name.

4. Click on the three dots (…)

5. Choose ‘Invite Vendor to Docyt’ from the options.

6. A pop-up window will appear asking for the Vendor’s email address.

7. Enter the email address and click on Continue.

8. An email notification will be sent to the client’s address.

2. Set Up Your Vendor Profile

Step-by-Step:

1. Go to your email inbox and locate the invitation from Docyt 'Sign Up on Docyt'.

   

2. Click the link in the email to accept and begin the setup process.

3. Choose a unique login name and create a secure password to Create Your Docyt Vendor Account.

4. Complete Your Vendor Profile by following the on-screen instructions.

5. Fill in Business Information:

   1. Business Display Info

   2. Payment Address Information

   3. Business Contact Information

6. Click Next to proceed.

   

7. Verify Your Email Address by entering the 6-digit verification code sent to your email.

8. Click Next to continue.

   

9. Connect Your Bank Account for ACH Payments

   1. Fill in the required bank details and click Add New Bank Account.

   2. A secure pop-up window will guide you through logging in to your bank.

      

10. Click Next once your bank account is connected.

11. Submit Your W-9 Information.

    

12. Click Finish to complete your setup.

13. You’ll now see a confirmation that your vendor profile has been successfully created.

3. How to Edit Your Vendor Profile

1. From the top menu, go to Expense > Vendors > All Vendors.

2. Select and click on the Vendor you want to edit from 'My Vendors'

   

3. In the Profile tab, click the three dots next to the View in ledger icon.

4. Select the option ‘Edit Vendor Profile’.

   

5. Make the necessary changes and click Save Vendor.