How to Verify Invoices in Docyt

Verify Invoices in Docyt to confirm that all invoice details are accurate before routing them for approval and payment.

Once an invoice has been uploaded in Docyt, the next step in the Bill Pay process is to verify the invoice.

Verification ensures that all invoice details are accurate before proceeding to approval and payment.

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Open the Uploaded Invoice

1. Navigate to the Expense section.

2. Go to Bill Pay and open the Invoice Queue.

3. Click on the uploaded invoice you want to verify to open its preview.

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Review Invoice Details

In the invoice preview, cross-check all key details to ensure accuracy:

• Amount

• Invoice Date

• Invoice Number

• Category

Make sure each field is correct before marking the invoice as verified.

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Additional Features During Verification

While verifying, you can use several helpful tools to collaborate and confirm details:

• Chat Feature: Discuss the invoice with teammates directly from the invoice view. Simply tag a teammate to ask a question or share context.

• Past Payments: Review previous payments made to the same vendor for reference.

• Related Documents: View other invoices or documents from the same vendor to compare or verify consistency.

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Once you have confirmed all details, your invoice is ready for verification and the next stage: approval.

That’s it. This is how you verify invoices in Docyt.