Setup

Understanding Reconciliation Center Permission Levels in Docyt

The Reconciliation Center in Docyt allows for streamlined and accurate financial reconciliation. Docyt provides two permission levels to control access and management within this module. Understanding these permission levels ensures the effective handling of reconciliation data and critical financial information.

Reconciliation Center Permission Levels:

None:

    • Users with this access level have no permission to view or manage Reconciliation Center data.
    • They cannot access any information related to the Reconciliation Center module.
Accountant:
    • Users with this access level possess complete control over the Reconciliation Center module.
    • They can view, edit, and manage the business's reconciliation data, financial transactions, and other critical financial information.

Click here to view a step-by-step guide for how to add users in Docyt and configure permissions.

Please note that this report is exclusive to select Docyt Plans. If you encounter access issues, please reach out to support@docyt.com for assistance.