Responsibility Breakdown for Business Owners The chart outlines the responsibilities of Docyt and the various tasks that can be delegated to different roles within your business. Responsibility Docyt Owner Accounts Payable Upload Invoices ✔ Verify Invoices ✔ Approve Invoices ✔ Pay Invoices ✔ Mark Invoices as Paid (if not paid through Docyt) ✔ Receipt Box: Upload Credit Card Receipts ✔ Approve Receipts ✔ Vendors: Resolve Duplicate Vendors ✔ Banking Accounts: Reconnect bank & credit card accounts if they become disconnected ✔ Add a new bank account ✔ Add a new credit card ✔ Incorporate employees' corporate cards into Docyt ✔ Archive closed bank & credit card accounts ✔ Reconciliation Center: Review Uncategorized Transactions & Code ✔ Flag Transactions for assistance in Coding ✔ Match Uncleared Documents to Transaction Feeds ✔ Upload Bank Statements ✔ Upload Credit Card Statements ✔ Perform Bank Feed Verification at month end ✔ Complete month-end close procedures ✔ Business Reports: Access essential business reports whenever required ✔ Business Mailroom: Upload Payroll Reports for the month ✔ Upload Revenue Reports for the month ✔ Open Items: Respond to Flagged Transactions ✔ 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.
