How to add a Bank / Credit card

Add New Bank / Credit Card

1. Log into your Docyt account.

2. To access your banking accounts in Docyt, go to the 'Business' module and choose

3. Click on 'Financial Accounts' > 'All Accounts' . Then, select 'Accounts' from the menu.

4. Click on plus icon '+' on top right corner.

5. Click on 'Add Bank Account Manually / Add Credit Card Account Manually' .

6. Enter the following information in the 'Add New Account' window.

   1. Account Name: Name of Financial Institution - Last four digits of the primary credit card.

   2. Account / Credit Card Number: The last four digits of the primary card number.

   3. Now, you will see the new account / card in your list. The card is set up in manual mode.

   4. Click on three dots (...) choose Account Settings.

   5. Change the card from 'Manual' to 'Automatic'

7. Click on 'Edit' in the 'Chart of Account' section.

8. Click on the 'Link As New Account'.

9. Enter the category name: [Name of the financial institution] - [Last four digits of the card]. Click Done.

10. Select the checkbox next to the chart of account you have just created and click on the "Done" button.

11. Click 'Done' on the 'Add New Account' window.

12. Now, you will see the new credit card account in your list. The credit card is set up in manual mode.

13. Next, we will configure the credit card to download transactions automatically. Click on the three dots (ellipses) and select "account settings" from the options menu.

14. Choose the 'Transaction Import' option from the dropdown menu.

15. Change the option from 'Manual' to 'Automatic'.

16. Click on 'Select an account' in the 'Mapped Financial Institution Account' section.

17. Click on the 'Financial Connections' link.

18. Click the blue "+ Connect" button to securely link your credit card financial institution and establish a connection.

19. Click on the link "Connect to a New Financial Institution" to establish a secure connection with your credit card's financial institution through our trusted partner, Plaid.

20. Select the 'Management Group'. Click 'Continue'.

21. A window will pop up, allowing you to connect to your financial institution through our third-party partner, Plaid.

22. Use the search box to locate the financial institution and click on the link.

23. Now, you will log into your financial institution and verify your account access.

24. After logging in, please check the box to confirm that the last four digits of the account match the information you previously entered into Docyt. Then, click the "Continue" button to proceed with the setup.

25. Click the 'continue' button on the popup window to proceed successfully.

26. You will see a green 'Success' box pop up.

27. Next, click the three dots (ellipses) and select "account settings" from the options menu.

28. Choose the 'Transaction Import' option from the dropdown menu.

29. Change the option from 'Manual' to 'Automatic'.

30. Click on 'Select an account' in the 'Mapped Financial Institution Account' section.

31. Click on the credit card financial connection.

32. Click 'Done'.

33. You can add an employee card after successfully connecting your credit card account to Docyt and setting up automatic transaction syncing.