How to add Vendor to Vendor Reports

How to add vendors to Vendor Expense Reports in Docyt, individually or in bulk

Steps to add Vendor to Vendor Reports:

1. Login to your Docyt account.

2. Go to Expense > Vendor > All Vendors. This page displays the complete list of vendors available in your account.

3. Add an Individual Vendor

   • Locate the vendor you want to add.

   • Click the three-dot (...) menu at the far right of the vendor’s name.

   • Select Add to Vendor Reports.

1. For Bulk action

• Select the checkbox in front of the names of the vendors you want to add.

• Click Add to Vendor Reports from the available bulk actions.

1. Choose to click on 'Add to Vendor Reports'

2. A confirmation pop-up will appear, indicating that the selected vendor(s) have been successfully added to the Vendor Reports.

1. Navigate to Report > Expense > Vendor Expense Reports

2. Click the Update icon in the top-right corner of the report.

1. You will now see the newly added vendor(s) listed in the Vendor Expense Report.