- Help Center
- Accountant
- Setup & Configuration
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Top FAQs from Business Owners
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Docyt Mobile App
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Navigation & Getting Started
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Flagged Transactions & Document Requests
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Docyt Setup, Personal & Business Settings
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Financial Connections
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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
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- Mark As Paid, Do Not Pay & Recurring Payments
- Split Expenses
- Accrue Expenses
- Intercompany Settlement
- Vendors & Payees
- W-9 & 1099
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Split Expenses, Accrue Expenses & Intercompany Settlement
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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
Switch Between Clients (For Accountants)
Effortlessly navigate between your clients' businesses in Docyt using the Accountant View feature.
- To access the Accountant View feature, simply click on your profile image located in the upper right corner.
- Click on 'Switch to Accountant View'.
- To easily switch between your clients' businesses in Docyt, you can either click on the 'Select Clients' drop-down menu located on the top left corner or use the search bar on the top right to search for your clients.
