Setting Up Docyt Check & ACH Service

Docyt offers convenient check and ACH payment services for hassle-free vendor payments. Follow these steps to set up Docyt Check and ACH services:

1. Access Business Settings:

   • Click on the gear icon located in the top right corner and select "Settings" from the dropdown menu.

2. Choose Your Business:

   • In the Settings page, click on "My Businesses" and select the desired business you want to access.

3. Begin Payment Methods Setup:

   • In the left panel of Business Setup, click on "Payment Methods" to initiate the setup for Bill Pay.

4. Setup Authorized Signatory:

   • Click the "Activate" button next to Authorized Signatory.
   • If applicable, select the option "I am an authorized signatory..."
   • The authorized signatory should upload their signature in Docyt, identical to the one used on bank checks.
   • Scan the displayed QR code using any smartphone's camera to open a secure signature pad for digital signature entry.
   • After adding the signature, click the option to Refresh (bottom page).
     For a better understanding, you can view the screenshots of the above information by clicking here. This will provide you with a visual guide to follow along with the steps outlined in the article.

5. Activate Docyt Check:

   • Click the "Activate" button next to Docyt Check.
   • Click on "Get Started" to provide business information and verify your bank account.
   • Add the necessary business information and click "Next."
   • Select the bank account from which the check payments will be drawn.
   • Choose the "Verify Instantly" option and follow the steps to verify via Plaid.
   • If needed, use the "Add New Bank Account" option to connect a new account via Plaid securely. Click "Next."
   • Finally, enter the starting Docyt check number and click "Done."
     
     

     For a better understanding, you can view the screenshots of the above information by clicking here. This will provide you with a visual guide to follow along with the steps outlined in the article.

6. Activate ACH:

   • Note that Docyt's banking partners require KYC and anti-money laundering audits before activating ACH. Key owner/shareholder information may be requested during this process.
   • Click the "Activate" button next to ACH.
   • Click on "Get Started" to begin the ACH setup.
   • Follow the steps for providing business entity details, Account Admin details, and Controller details. Click "Save" when needed.
   • To confirm the accuracy of all entered business information, click "Certify" in the orange notification bar.
   • Proceed by clicking "Connect" next to ACH Verification.
   • Select the bank account from which ACH payments will be drawn.

For a better understanding, you can view the screenshots of the above information by clicking here. This will provide you with a visual guide to follow along with the steps outlined in the article.

Note: A bank account used in ACH setup should not be archived from the banking account section within the reconciliation module.