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Docyt Setup, Personal & Business Settings
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Navigation & Getting Started
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Top FAQs from Business Owners
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Docyt Mobile App
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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
- Split Invoice in Multiple Payments
- split statement to invoice
- Split Invoice In Multiple Businesses
- Split Invoices
- Vendor Tax Profile
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Flagged Transactions & Document Requests
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Financial Connections
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Expense Reports & Employee Reimbursement
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Receipt Management
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Business Reports & Budgets
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Vendors, Payees, W-9 & 1099
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Revenue Integration & Reconciliation
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Reconciliation Center
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Accounts Receivable for The UPS Store®
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Business Mailroom
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Accountant
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Product Updates
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Docyt University
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iOS
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Ledger Reports
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Revenue Centre
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Integration
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Docyt Plans
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Vendor Payment Report
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Docyt Check
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Account Receivables
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Expense Management
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Connect Quickbooks
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Docyt Copilot
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Bulk Payments
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Business KPI-Mobile
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:
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Access Business Settings:
- Click on the gear icon located in the top right corner and select "Settings" from the dropdown menu.
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Choose Your Business:
- In the Settings page, click on "My Businesses" and select the desired business you want to access.
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Begin Payment Methods Setup:
- In the left panel of Business Setup, click on "Payment Methods" to initiate the setup for Bill Pay.
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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.
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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.
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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.
Refer to ACH Payment Processing Timelines for a thorough understanding of the expected delivery times of the ACH payments within Docyt.