---
title: Responsibility Breakdown for Accounting Firms
description: Responsibility Breakdown for Accounting Firms
---
[Skip to content](https://pages.docyt.com/knowledge/responsibility-breakdown#main-content)
[](https://docyt.com/)
- [Help Center](https://pages.docyt.com/knowledge)
Open main navigation
Close main navigation
- [Help Center](https://pages.docyt.com/knowledge)
- [Sign in to Docyt](https://app.docyt.com/sign_in)
[Sign in to Docyt](https://app.docyt.com/sign_in)
How can we help you?
- There are no suggestions because the search field is empty.
1. [Help Center](https://pages.docyt.com/knowledge?hsLang=en)
2. [Top FAQs from Business Owners](https://pages.docyt.com/knowledge/top-faqs-from-business-owners?hsLang=en)
3. [Cheat Sheets](https://pages.docyt.com/knowledge/top-faqs-from-business-owners?hsLang=en#cheat-sheets)
# Responsibility Breakdown for Accounting Firms
The chart outlines the responsibilities of Docyt and the various tasks that can be delegated to different roles within your business.
| **Responsibility** | ***Docyt*** | Staff/ Associate | Senior | Manager | End Client |
| --- | --- | --- | --- | --- | --- |
| ***Accounts Payable*** | | | | | |
| [Upload Invoices](https://pages.docyt.com/knowledge/upload-bills?hsLang=en) | | | ✔ | | |
| [Verify Invoices](https://pages.docyt.com/knowledge/how-to-verify-invoices/bills-in-docyt-a-step-by-step-guide?hsLang=en) | ✔ | | | | |
| [Approve Invoices](https://pages.docyt.com/knowledge/how-to-approve-invoices/bills-in-docyt-a-step-by-step-guide?hsLang=en) | | ✔ | | | |
| [Pay Invoices](https://pages.docyt.com/knowledge/paying-bills/invoices-in-docyt?hsLang=en) | | | | ✔ | |
| [Mark Invoices as Paid (if not paid through Docyt)](https://pages.docyt.com/knowledge/mark-invoice-as-paid?hsLang=en) | ✔ | | | ✔ | |
| ***Receipt Box*** | | | | | |
| [Upload Credit Card Receipts](https://pages.docyt.com/knowledge/how-do-i-upload-a-receipt-in-docyt?hsLang=en) | | ✔ | ✔ | ✔ | ✔ |
| [Approve Receipts](https://pages.docyt.com/knowledge/how-do-i-approve-receipts-in-docyt?hsLang=en) | ✔ | | | | |
| ***Vendors:*** | | | | | |
| [Resolve Duplicate Vendors](https://pages.docyt.com/knowledge/how-to-merge-vendors?hsLang=en) | | ✔ | | | |
| ***Banking Accounts:*** | | | | | |
| [Reconnect bank & credit card accounts if they become disconnected](https://pages.docyt.com/knowledge/how-to-reconnect-a-financial-institution-connection?hsLang=en) | | | | | ✔ |
| [Add a new bank account](https://pages.docyt.com/knowledge/financial-institution-connection-center?hsLang=en) | | | | | ✔ |
| [Add a new credit card](https://pages.docyt.com/knowledge/corporate-card-management-employee-card-setup?hsLang=en) | | | | | ✔ |
| [Incorporate employees' corporate cards into Docyt](https://pages.docyt.com/knowledge/how-to-add-an-employee-card-to-a-credit-card-account-in-docyt?hsLang=en) | | ✔ | | | |
| [Archive closed bank & credit card accounts](https://pages.docyt.com/knowledge/how-to-archive-a-bank-or-credit-card-in-docyt?hsLang=en) | | ✔ | | | |
| ***Reconciliation Center:*** | | | | | |
| [Review Uncategorized Transactions & Code](https://pages.docyt.com/knowledge/docyt-reconciliation-center-accountant-guide-transaction-categorization-and-flagging-transaction-for-client-review?hsLang=en) | ✔ | | | | |
| [Flag Transactions for assistance in Coding](https://pages.docyt.com/knowledge/docyt-reconciliation-center-accountant-guide-transaction-categorization-and-flagging-transaction-for-client-review?hsLang=en) | ✔ | | | | |
| [Match Uncleared Documents to Transaction Feeds](https://pages.docyt.com/knowledge/docyt-reconciliation-center-accountant-guide-matching-uncleared-documents-with-transactions?hsLang=en) | ✔ | | | | |
| [Upload Bank Statements](https://pages.docyt.com/knowledge/how-to-upload-a-bank-statement?hsLang=en) | | ✔ | | | |
| [Upload Credit Card Statements](https://pages.docyt.com/knowledge/how-to-upload-a-bank-statement?hsLang=en) | | ✔ | | | |
| [Perform Bank Feed Verification at month end](https://pages.docyt.com/knowledge/bank-feed-verification-in-docyt?hsLang=en) | ✔ | | | | |
| [Complete month-end close procedures](https://pages.docyt.com/knowledge/overview-of-month-end-close-module-in-docyt?hsLang=en) | ✔ | | | | |
| ***Business Reports:*** | | | | | |
| [Access essential business reports whenever required](https://pages.docyt.com/knowledge/review-docyts-business-reports?hsLang=en) | | ✔ | ✔ | | ✔ |
| ***Business Mailroom:*** | | | | | |
| [Upload Payroll Reports for the month](https://pages.docyt.com/knowledge/what-documents-to-send-to-business-mailroom-in-docyt?hsLang=en) | | ✔ | | | |
| [Upload Revenue Reports for the month](https://pages.docyt.com/knowledge/what-documents-to-send-to-business-mailroom-in-docyt?hsLang=en) | | | | | |
| ***Open Items:*** | | | | | |
| [Respond to Flagged Transactions](https://pages.docyt.com/knowledge/replying-to-flagged-transactions?hsLang=en) | | ✔ | | | |
| ***Other:*** | | | | | |
| Resolution of "missing", "sync" errors within Docyt | ✔ | | | | |
| QBO: | | | | | |
| Make Payroll Journal Entry in QBO | ✔ | | | | |
| Remove any Duplicate transactions recorded in QBO at month end | ✔ | | | | |
| Complete Bank Reconciliations (in QBO) at month end | ✔ | | | | |
| | | | | | |
| Questions or Comments? Please reach out to your Team Lead/Account Manager, contact Docyt’s support team via email at support@docyt.com. | | | | | |
- [Docyt Setup, Personal & Business Settings](https://pages.docyt.com/knowledge/docyt-setup-personal-business-settings?hsLang=en#main-content)
- [Accountant/CPA Access](https://pages.docyt.com/knowledge/docyt-setup-personal-business-settings?hsLang=en#accountant-cpa-access)
- [User Settings](https://pages.docyt.com/knowledge/docyt-setup-personal-business-settings?hsLang=en#user-settings)
- [Business & Personal Settings](https://pages.docyt.com/knowledge/docyt-setup-personal-business-settings?hsLang=en#business-personal-settings)
- [Categories & Chart Of Accounts Setup](https://pages.docyt.com/knowledge/docyt-setup-personal-business-settings?hsLang=en#categories-chart-of-accounts-setup)
- [Docyt Setup](https://pages.docyt.com/knowledge/docyt-setup-personal-business-settings?hsLang=en#docyt-setup)
- [Billing](https://pages.docyt.com/knowledge/docyt-setup-personal-business-settings?hsLang=en#billing)
- [Navigation & Getting Started](https://pages.docyt.com/knowledge/navigation-getting-started?hsLang=en)
- [Top FAQs from Business Owners](https://pages.docyt.com/knowledge/top-faqs-from-business-owners?hsLang=en#main-content)
- [Cheat Sheets](https://pages.docyt.com/knowledge/top-faqs-from-business-owners?hsLang=en#cheat-sheets)
- [Docyt Mobile App](https://pages.docyt.com/knowledge/docyt-mobile-app?hsLang=en#main-content)
- [Important Tasks](https://pages.docyt.com/knowledge/docyt-mobile-app?hsLang=en#important-tasks)
- [Setup](https://pages.docyt.com/knowledge/docyt-mobile-app?hsLang=en#setup)
- [Accounts Payable](https://pages.docyt.com/knowledge/docyt-mobile-app?hsLang=en#accounts-payable)
- [Reports](https://pages.docyt.com/knowledge/docyt-mobile-app?hsLang=en#reports)
- [Expense](https://pages.docyt.com/knowledge/expense?hsLang=en#main-content)
- [Setup](https://pages.docyt.com/knowledge/expense?hsLang=en#setup)
- [The UPS Store®](https://pages.docyt.com/knowledge/expense?hsLang=en#the-ups-store)
- [Document Management](https://pages.docyt.com/knowledge/expense?hsLang=en#document-management)
- [Vendor Credits](https://pages.docyt.com/knowledge/expense?hsLang=en#vendor-credits)
- [Accounts Payable Approval Settings](https://pages.docyt.com/knowledge/expense?hsLang=en#accounts-payable-approval-settings)
- [Bill Pay](https://pages.docyt.com/knowledge/expense?hsLang=en#bill-pay)
- [Vendors & Payees](https://pages.docyt.com/knowledge/expense?hsLang=en#vendors-payees)
- [Invoice Queue](https://pages.docyt.com/knowledge/expense?hsLang=en#invoice-queue)
- [Flagged Transactions & Document Requests](https://pages.docyt.com/knowledge/flagged-transactions-document-requests?hsLang=en)
- [Financial Connections](https://pages.docyt.com/knowledge/financial-connections?hsLang=en#main-content)
- [Setup & Configuration](https://pages.docyt.com/knowledge/financial-connections?hsLang=en#setup-configuration)
- [Banking Accounts Transactions](https://pages.docyt.com/knowledge/financial-connections?hsLang=en#banking-accounts-transactions)
- [Expense Reports & Employee Reimbursement](https://pages.docyt.com/knowledge/expense-reports-employee-reimbursement?hsLang=en#main-content)
- [For Employers](https://pages.docyt.com/knowledge/expense-reports-employee-reimbursement?hsLang=en#for-employers)
- [Receipt Management](https://pages.docyt.com/knowledge/receipt-management?hsLang=en#main-content)
- [Setup & Configuration](https://pages.docyt.com/knowledge/receipt-management?hsLang=en#setup-configuration)
- [Scan & Upload, Email, or Drag & Drop Receipts](https://pages.docyt.com/knowledge/receipt-management?hsLang=en#scan-upload-email-or-drag-drop-receipts)
- [Approve Receipts](https://pages.docyt.com/knowledge/receipt-management?hsLang=en#approve-receipts)
- [Split Receipts](https://pages.docyt.com/knowledge/receipt-management?hsLang=en#split-receipts)
- [Business Reports & Budgets](https://pages.docyt.com/knowledge/business-reports-budgets?hsLang=en#main-content)
- [Budget](https://pages.docyt.com/knowledge/business-reports-budgets?hsLang=en#budget)
- [For Hospitality Businesses](https://pages.docyt.com/knowledge/business-reports-budgets?hsLang=en#for-hospitality-businesses)
- [UPS Store®](https://pages.docyt.com/knowledge/business-reports-budgets?hsLang=en#ups-store)
- [For Quick Service Restaurants](https://pages.docyt.com/knowledge/business-reports-budgets?hsLang=en#for-quick-service-restaurants)
- [Business](https://pages.docyt.com/knowledge/business-reports-budgets?hsLang=en#business)
- [Setup](https://pages.docyt.com/knowledge/business-reports-budgets?hsLang=en#setup)
- [Import, Export & Share Data](https://pages.docyt.com/knowledge/business-reports-budgets?hsLang=en#import-export-share-data)
- [SaaS](https://pages.docyt.com/knowledge/business-reports-budgets?hsLang=en#saas)
- [Troubleshooting](https://pages.docyt.com/knowledge/business-reports-budgets?hsLang=en#troubleshooting)
- [Revenue Integration & Reconciliation](https://pages.docyt.com/knowledge/revenue-integration-reconciliation?hsLang=en#main-content)
- [Hospitality Revenue System Integrations](https://pages.docyt.com/knowledge/revenue-integration-reconciliation?hsLang=en#hospitality-revenue-system-integrations)
- [Daily Tasks](https://pages.docyt.com/knowledge/revenue-integration-reconciliation?hsLang=en#daily-tasks)
- [Reconciliation Center](https://pages.docyt.com/knowledge/reconciliation-center?hsLang=en#main-content)
- [Setup](https://pages.docyt.com/knowledge/reconciliation-center?hsLang=en#setup)
- [Continuous Bank Reconciliation](https://pages.docyt.com/knowledge/reconciliation-center?hsLang=en#continuous-bank-reconciliation)
- [Month-End Book Closing Process](https://pages.docyt.com/knowledge/reconciliation-center?hsLang=en#month-end-book-closing-process)
- [Chart of Accounts](https://pages.docyt.com/knowledge/reconciliation-center?hsLang=en#chart-of-accounts)
- [Accounts Receivable](https://pages.docyt.com/knowledge/accounts-receivable?hsLang=en)
- [Business Mailroom](https://pages.docyt.com/knowledge/business-mailroom?hsLang=en)
- [Accountant](https://pages.docyt.com/knowledge/accountant?hsLang=en#main-content)
- [Setup & Configuration](https://pages.docyt.com/knowledge/accountant?hsLang=en#setup-configuration)
- [Product Updates](https://pages.docyt.com/knowledge/product-updates?hsLang=en#main-content)
- [May 2024](https://pages.docyt.com/knowledge/product-updates?hsLang=en#may-2024)
- [April 2024](https://pages.docyt.com/knowledge/product-updates?hsLang=en#april-2024)
- [August 2023](https://pages.docyt.com/knowledge/product-updates?hsLang=en#august-2023)
- [July 2023](https://pages.docyt.com/knowledge/product-updates?hsLang=en#july-2023)
- [Docyt Check](https://pages.docyt.com/knowledge/docyt-check?hsLang=en)
- [Banking & Reconciliation](https://pages.docyt.com/knowledge/banking-reconciliation?hsLang=en#main-content)
- [Bank Statements](https://pages.docyt.com/knowledge/banking-reconciliation?hsLang=en#bank-statements)
[](http://docyt.com)
Copyright © 2025, Docyt Inc.