- Help Center
- Top FAQs from Business Owners
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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
- Vendor Credits
- Accounts Payable Approval Settings
- Bill Pay
- Docyt Full Service Check
- Docyt ACH
- Split Expenses
- Intercompany Settlement
- Vendors & Payees
- W-9 & 1099
- Invoice Queue
- Check Register
- Mark As Paid
- 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
Transaction Verification on Docyt App for iOS
To verify transactions on the Docyt App for iOS, follow these steps:
- Open the Docyt App and log in to your account.
- Tap on the three-line icon at the main screen's top left.
- This will take you to the Services screen.
- From the Services screen, select "Banking Accounts."
- You can choose the specific business account you'd like to access.
- Tap on "Transactions."
- To quickly locate your transaction, you can use the following options:
- Tap the filter icon at the top right corner to apply filters to the transactions.
- You can use the search bar located at the bottom to search and find specific transactions quickly.
- Tap the filter icon at the top right corner to apply filters to the transactions.
- Once you find the transaction you want to verify, you can tap on it.
- Review the transaction details on the app. If necessary, make any corrections.
- Tap on the category bar to select the appropriate category or chart of accounts.
- Finally, complete the verification process by tapping the blue "Verify Transaction" button.