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Top FAQs from Business Owners
Top FAQs from Business Owners
Cheat Sheets
Docyt Mobile App
Important Tasks
Setup
Accounts Payable
Reports
iOS
Navigation & Getting Started
User Setup & Configuration
Flagged Transactions & Document Requests
Docyt Setup, Personal & Business Settings
Accountant/CPA Access
User Settings
Business & Personal Settings
Categories & Chart Of Accounts Setup
Notifications
Docyt Setup
Billing
Financial Connections
Setup & Configuration
Split Bank Transaction
Manual Mode
Banking Accounts Transactions
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
For Employees
For Employers
Receipt Management
Setup & Configuration
Scan & Upload, Email, or Drag & Drop Receipts
Approve Receipts
Split Receipts
Business Reports & Budgets
Budget
For Hospitality Businesses
UPS Store®
For Quick Service Restaurants
Multi-Entity / Multiple Businesses
Business
Setup
Import, Export & Share Data
Portfolio (Multi-Entity) Reports
SaaS
Troubleshooting
P&L
Metrics
Vendors, Payees, W-9 & 1099
1099
Revenue Integration & Reconciliation
Hospitality Revenue System Integrations
Daily Tasks
Reconciliation Center
Setup
Auto-Categorization and Auto-Matching
Continuous Bank Reconciliation
Month-End Book Closing Process
Bank Statements
Chart of Accounts
Accounts Receivable for The UPS Store®
Business Mailroom
Accountant
Reconciling
Setup & Configuration
Product Updates
July 2023
August 2023
May 2024
April 2024
July 2024
August 2024
September 2024
Docyt University
iOS
Ledger Reports
Integration
STR Integration
Docyt Plans
Vendor Payment Report
Expense Report
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Help Center
Top FAQs from Business Owners
Top FAQs from Business Owners
Cheat Sheets
Docyt Mobile App
Important Tasks
Setup
Accounts Payable
Reports
iOS
Navigation & Getting Started
User Setup & Configuration
Flagged Transactions & Document Requests
Docyt Setup, Personal & Business Settings
Accountant/CPA Access
User Settings
Business & Personal Settings
Categories & Chart Of Accounts Setup
Notifications
Docyt Setup
Billing
Financial Connections
Setup & Configuration
Split Bank Transaction
Manual Mode
Banking Accounts Transactions
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
For Employees
For Employers
Receipt Management
Setup & Configuration
Scan & Upload, Email, or Drag & Drop Receipts
Approve Receipts
Split Receipts
Business Reports & Budgets
Budget
For Hospitality Businesses
UPS Store®
For Quick Service Restaurants
Multi-Entity / Multiple Businesses
Business
Setup
Import, Export & Share Data
Portfolio (Multi-Entity) Reports
SaaS
Troubleshooting
P&L
Metrics
Vendors, Payees, W-9 & 1099
1099
Revenue Integration & Reconciliation
Hospitality Revenue System Integrations
Daily Tasks
Reconciliation Center
Setup
Auto-Categorization and Auto-Matching
Continuous Bank Reconciliation
Month-End Book Closing Process
Bank Statements
Chart of Accounts
Accounts Receivable for The UPS Store®
Business Mailroom
Accountant
Reconciling
Setup & Configuration
Product Updates
July 2023
August 2023
May 2024
April 2024
July 2024
August 2024
September 2024
Docyt University
iOS
Ledger Reports
Integration
STR Integration
Docyt Plans
Vendor Payment Report
Expense Report
Top FAQs from Business Owners
We've categorized our Top FAQs into various topics. Click on any topic below to reveal a list of key questions related to that specific area.
Vendors Associated with Businesses
Methods for Paying Bills in Accounts Payable
Document Requests from Account Managers
Business Reports in Docyt
Banking and Reconciliation
Business Settings in Docyt
How to Reply to Flagged Transactions & Document Requests?
Reviewing and Replying to Open Items (Flagged Transactions)
Transaction Verification on Docyt App for iOS
Cheat Sheets
The Docyt Cheat Sheet for General Manager & Operators
The Docyt Cheat Sheet For Business Owners
Responsibility Breakdown for Accounting Firms
Responsibility Breakdown for Business Owners