What Types of Documents Should be Sent to the Business Mailroom and How to Upload them in Docyt

Overview:

The Business Mailroom is a central location where business owners can send important statements and documents needed for accurate bookkeeping and closing books. These documents are managed by Docyt’s Account Managers to maintain up-to-date financial records.

Types of Documents to be sent to Mailroom:

1. Bank and credit card statements
   If you cannot provide view-only access to your financial accounts, send statements to ensure your account managers have all necessary information.

2. Payroll reports
   If you cannot provide read-only access to your payroll system, send your payroll reports to enable accurate tracking and recording of payroll expenses.

3. Loan statements
   Sending loan statements helps your account managers track your business’s debts and ensure proper financial reporting.

4. Merchant statements from payment processors (if required)
   If your account manager requests these, send merchant statements to provide details about your business revenue.

How to Send Documents To the Mailroom?

Step by Step:

Access Mailroom:

1. Log in to your Docyt account.
2. Choose the tab named 'Business'
3. Go to 'Vault', click on the 'Inbox' tab.
4. The mailroom window will be opened to upload the documents.

Scan or forward documents:

1. Click on the Plus icon in the top right corner of the mailroom window.

2. A dialogue box will appear with an option for Drag and Drop or Select from Computer.

3. You can also forward the documents to your custom Business Mailroom email address.

4. The custom Mailroom address is provided in the top left corner below the Vault heading.

5. Alternatively, you can forward the documents through the Docyt Mobile App.

Create Document Requests:

1. Move the cursor upward to the tab 'Create Document Request'
2. Click on the tab to create requests to directly create a request.
3. These requests will be visible as Open Items in Document Request.
4. Once the document is uploaded or sent, you can mark the request as Closed/Reviewed.
5. You can also edit the name of the documents by the 'Edit' option.
   
   

Why send documents to the Business Mailroom?

1. Docyt Account Managers have all the necessary information.
2. Manage your books accurately.

3. Maintain up-to-date financial records.