-
Top FAQs from Business Owners
-
Docyt Mobile App
-
Navigation & Getting Started
-
Flagged Transactions & Document Requests
-
Docyt Setup, Personal & Business Settings
-
Financial Connections
-
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
-
Split Expenses, Accrue Expenses & Intercompany Settlement
-
Expense Reports & Employee Reimbursement
-
Receipt Management
-
Business Reports & Budgets
-
Vendors, Payees, W-9 & 1099
-
Revenue Integration & Reconciliation
-
Reconciliation Center
-
Accounts Receivable for The UPS Store®
-
Business Mailroom
-
Accountant
-
Product Updates
-
Docyt University
-
iOS
-
August 2024
Managing Payment Method Access
Learn how to configure payment method access for employees and optimize receipt uploads.Payment Method Access Configuration:
- Access Settings: Click on the 'Settings' option in the primary header menu.
- Navigate to Business Employees: Select 'Business Employees' from the left navigation menu.
- Select Employee and Scroll to Payment Methods: Click on the employee's name and scroll down to the payment methods section.
- Enable Specific Payment Method: Activate only the relevant payment method for the employee. This ensures that only their designated payment method will be available when uploading receipts.
Remember, granting access to a payment method means the employee will be able to view transactions and data related to the card in other areas, including banking accounts and reports. Keep this in mind when managing your Docyt settings to maintain control over the visibility of your sensitive business information.