Accounts Payable

How to Upload an Invoice in Docyt using the Mobile App (iOS)

  1. To capture an invoice image, tap on the "+" icon at the bottom of the screen.
  2. Click the Plus iconSelect the "A/P Invoice" option from the list that appears to upload the invoice in Docyt.
    Choose AP Invoice
  3. Position the invoice within the camera frame to ensure it is clearly visible and readable, then capture the image by tapping the white “Circle” at the bottom of the screen.
    Click Camera Circle
  4. Once you have captured the image, you can easily adjust it by dragging the dots on each corner of the square to resize and position it as needed. Once you are satisfied with the adjustments, tap "Accept Scan" to proceed.

  5. Accept Scan

    If there are additional documents to be scanned, simply follow steps '3' and '4' again. Once all documents have been scanned, click "DONE" to complete the process.

  6. Click Done

    If you are managing multiple businesses in Docyt, simply tap on the name of the specific business where you want to add the invoice.

  7. Select Business-2

    A text box to add “Memo” related to the document will be displayed. Update the memo field if you want to add a note or description of the document. Tap “Skip” if you do not want to add any text. If you added text, then tap “Save”.

  8. Add Memo

    A success message will appear when the document is sent to the “Accounts Payable” module of the selected business.

  9. Success Message