How to Manage Payment Method Access?

Step-by-step guide:

  1. Log in to your Docyt Account

  2. Navigate to the ‘Business’ module tab

  3. Click on General Settings>Business Employees.

  4. Type the name of the employee under the Head Business Employee tab to enable/disable access.

  5. Move the cursor towards the right and scroll down to the Payment Method section

  6. Enable only the payment method that you want this employee to use. This ensures that when they upload receipts, only their designated payment method is available.

Note: Granting access to a payment method allows the employee to view transactions and data related to that card in other areas of Docyt, including banking accounts and reports.

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