How to Access the A/P Aging Report and Vendor Balance Report

The A/P Ageing Report and Vendor Balance Report provide a unified view of accounts payable and vendor balances, helping streamline financial review and management.

How to Access A/P Aging and Vendor Balance Report

1. Log in to your Docyt account. https://app.docyt.com/sign_in

2. Move the cursor towards Gear Icon on top right corner.

1. Click on Data Export > View All.

2. Click on Plus Icon on right.

3. A new window will open with name Export Data.

4. From the drop down choose one of the following options:

   a. A/P Aging Report

   b. Vendor Balance Report

1. Select Business Name and Date Range.

2. Click Export Data to generate and export your report.

3. A notification will appear confirming that your report is being prepared.

4. Once generated, the report will be available for download in the Data Export section.

How To Export Your Report to Excel or PDF Format

1. Select Export as Excel or Export as PDF within the Data Export box.

2. After generating your desired report, click the three-dots menu (⋯) in the top right corner of the page.

3. Once ready, go to Data Export (accessible via the gear icon near your profile).

4. Click View All to see all available exports.

5. Locate your report, click the ellipsis (⋯) menu, and select Download.

6. You can also Bulk Download the Reports by selecting check box in front of reports and select Download.