- Help Center
- Settings
- Business 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
- Vendor Credits
- Accounts Payable Approval Settings
- Bill Pay
- Docyt ACH
- Split Expenses
- Intercompany Settlement
- Vendors & Payees
- W-9 & 1099
- Invoice Queue
- Mark As Paid
- Payment Rules
- Receipt Box
- Copy Invoice Link
- Billable Invoice
- Merge Duplicate Vendors
- Docyt Check
- Split Invoice in Multiple Payments
- Split Invoice In Multiple Businesses
- Split Invoices
- Vendor Tax Profile
- QBO Sync Status for Invoice
- Docyt ACH Timeline
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Flagged Transactions & Document Requests
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Financial Connections
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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
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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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Ledger Reports
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Revenue Centre
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Integration
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Docyt Plans
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Docyt Check
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Expense Management
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Connect Quickbooks
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Docyt Copilot
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Business KPI-Mobile
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Settings
- Billing Information
- Business Settings
- Business Employees
- Business Reports & Metrics Settings
- User Roles in Banking Accounts
- Permission in Revenue Centre
- Permissions in Reconciliation center
- Permissions in Business Mailroom
- Permission in Vendor Module
- Permissions levels of flagged transactions
- Document Requests Permissions
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Dashboard
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Reports
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Banking & Reconciliation
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Docyt Modules
Business Settings in Docyt
Learn how to access business settings in Docyt:
1. Log in to Docyt, and then from the business dashboard, select 'Settings.'
2. You will get access to different business settings here.
Learn more about the settings option from the below links: