Setup

Reset Payment Methods in Docyt

Easily reset payment methods to resolve issues with signature display. Note that resetting Docyt Check/ACH module requires resetting Bank Account information.

 

 

If your signature is not displaying correctly, you can reset payment methods in Docyt. It is important to note that resetting the Docyt Check/ ACH module will require resetting the Bank Account information.

  1. Log into your Docyt business account.
  2. To access the necessary settings, navigate to 'Expense Management' and select 'Accounts Payable'. From there, locate and click on 'Settings'.
  3. Select 'Setup Payment Methods' from the available options.
  4. Select 'Docyt Check' or 'ACH Payments' as required.
  5. Under 'Docyt Check', click on 'Reset Docyt Check Setup' 
  6. In 'ACH Payments', click on 'Reset Docyt ACH Setup'.