- Help Center
- Accountant
- Setup & Configuration
-
Top FAQs from Business Owners
-
Docyt Mobile App
-
Navigation & Getting Started
-
Flagged Transactions & Document Requests
-
Docyt Setup, Personal & Business Settings
-
Financial Connections
-
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
- Self-Print Check
- Mark As Paid, Do Not Pay & Recurring Payments
- Split Expenses
- Accrue Expenses
- Intercompany Settlement
- Vendors & Payees
- W-9 & 1099
-
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 Center
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.