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. Select the "A/P Invoice" option from the list that appears to upload the invoice in Docyt.
   
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.
   

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. 

   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. 

   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. 

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

   

Note: While uploading a document in iOS, users with "None" permission for a specific business should not be able to view that business

Permission: None for Account Payable. For this visit Business Settings → Business Employees. 

Search the user and select the Account Payable user permission as "None".

Once the role is set to "None," users will no longer have access to view the Account Payable.,  functionalities. Please refer to the accompanying screenshots for clarification.

User won't be able to view the specific business to upload the document in the Account Payable.