How to Add a New Vendor/Payee?

Adding vendors or payees in Docyt helps to manage expenses, process bill payments, and maintain accurate financial records.

To Add a New Vendor/Payee:

1. Log in to your Docyt account.

2. Navigate to Expense → Vendor → All Vendors.

3. In the top-right corner of the Vendor page, click Add Vendor.

1. After clicking Add Vendor, a new panel opens

2. From there, either:

   • Select Search Vendors in Docyt Business Network to find an existing vendor, or

   • Click Create New Vendor if the vendor name is not listed.

1. Fill in the required vendor information in the available fields.

2. Select the Tax Information checkbox, if applicable.

3. Click Save Payee to add the vendor to the list.

Important: Set Up Vendors Before Initiating Payments

Before initiating any payment outflow—such as Docyt Check or ACH payments—it is essential to add the vendor to Docyt.

Ensure that all relevant vendor information is accurately entered in the Payees module. Completing this step in advance helps prevent payment delays, errors, and failed transactions, and ensures a smooth and efficient payment process.