- Help Center
- Docyt Setup, Personal & Business Settings
- User Settings
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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
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- Accounts Payable Approval Settings
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- Docyt Full Service Check
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- Split Expenses
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- Vendors & Payees
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- Invoice Queue
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- Payment Rules
- Receipt Box
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Flagged Transactions & Document Requests
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Financial Connections
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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
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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
Understanding Flagged Transactions Permission Levels in Docyt
Flagged Transactions Permission Levels:
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None: Users cannot view flagged transactions in the Tasks dashboard or the Open Items menu in Docyt.
(The open items menu is removed) -
Viewer: Users at this level can view flagged transactions in the Tasks dashboard and Open Items menu but cannot mark them as reviewed.
- Reviewer: Users at this level can view, reply to, and mark flagged transactions as reviewed.
Click here to view a step-by-step guide for how to add users in Docyt and configure permissions.