- Help Center
- Docyt Setup, Personal & Business Settings
-
Docyt Setup, Personal & Business Settings
-
Navigation & Getting Started
-
Top FAQs from Business Owners
-
Docyt Mobile App
-
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
- Split Expenses
- Intercompany Settlement
- Vendors & Payees
- W-9 & 1099
- Invoice Queue
- Check Register
- Mark As Paid
- Payment Rules
- Receipt Box
- Copy Invoice Link
- Billable Invoice
- Merge Duplicate Vendors
- Docyt Check
-
Flagged Transactions & Document Requests
-
Financial Connections
-
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
-
Ledger Reports
-
Revenue Centre
-
Integration
-
Docyt Plans
-
Vendor Payment Report
-
Docyt Check
-
Account Receivables
-
Expense Management
Secure Login Credential Submission
From time to time, Docyt will require your login credentials for systems such as FRS, PMS, etc., to manage your accounts effectively.
Instructions:
- Password Submission:
- Always send your login credentials (passwords) directly to your unique mailroom email ID provided by Docyt.
- Acceptable formats: Word document, text file, or email.
- Security Reminder:
- Do not send login credentials to any other Docyt email addresses, including your Account Manager's email.
- This ensures your information is handled securely and only accessible by authorized personnel.
- Account Manager Handling:
- Your Account Manager will retrieve the login credentials from the mailroom.
- They will store the information securely for safe handling.
Why This Matters:
- Protecting your sensitive information is our top priority.
- Following this protocol helps prevent unauthorized access and ensures your data remains secure.
Contact Us:
- If you have any questions or need assistance, please contact your Account Manager.
By adhering to these guidelines, you help us maintain the highest level of security for your business information.