How to Verify Vendor Credits

How to Log and Verify Vendor Credits in Docyt

Accurately recording vendor credits in Docyt is essential for maintaining precise financial records. You can send vendor credit documents to the Invoice Queue in any of the following ways:

1. Upload directly through Docyt

2. Email the document to your invoice queue

3. Use the Docyt mobile app

Once the vendor credit is in your invoice queue, follow the steps below to verify it:

Step-by-Step Guide

1. Log in to DocytVisit Docyt and log int to your account.

2. Navigate to the Invoice Queue

   1. Click on Expense > Bill Pay > Invoice queue.

3. Find the Vendor Credit

   1. Locate the vendor credit that needs verification.

   2. Click on the entry to open it.

4. Verify Vendor Credit Details

   1. On the left, you'll see the uploaded document; on the right is the Data section.

   2. Review the information extracted by AI for accuracy.

5. Indicate a Vendor Credit

   1. In the Amount field, add a minus sign (-) before the dollar amount (e.g., -150.00) to ensure Docyt recognises it as a credit.

6. Save and Continue

   1. Click the blue ‘Verify and Next’ button to save the entry.

Once verified, the document will be marked as Ready for Credit in your invoice queue.