How to Add a New Vendor/Payee?

To Add a New Vendor/Payee:

1. Login to your Docyt account.

2. Go to 'Expense > Vendor > All Vendors'

3. To add a new vendor to your list, click on the ‘Add Vendor’ positioned in the top right corner of the vendor module.

'Add New Vendor':

1. When u click on this a new panel will appear.

   1. Choose amongst 'Search Vendors in Docyt Business Network' or 'Create New Vendor'.

   

   1. Fill the details in the fields.

   2. Select the tax information check box.

   3. Click on ‘Save Payee’ to save the information.

   

Ensure to set up new vendors before initiating payment outflow:

So that you know, it is crucial to add new vendors to Docyt before using payment outflow methods like Docyt Check or ACH for that specific vendor. Make sure to input all relevant vendor information into the Payees module accurately. This ensures smooth and efficient processing of payments without any delays or errors.