How to Use Docyt

Getting started with Docyt

In this guide, you’ll learn how to set up Docyt and automate your bookkeeping for multiple entities. By the end, you'll be able to manage expenses, receipts, and reconciliations efficiently.

Step 1: Sign up and set up

1. Go to Docyt's website.
2. Click on the "Get Started" button located at the top right corner of the homepage.
3. Fill in the required details (name, email, password) and click "Create Account."
4. Verify your email by clicking the link sent to your inbox.
5. Log in to your account, and follow the onboarding prompts to set up your business profiles and connect your bank accounts.

Step 2: Your first bookkeeping task

1. From the dashboard, navigate to the "Receipts" tab on the left menu.
2. Click the "Upload Receipt" button to add your first receipt. You can drag and drop files or select them from your computer.
3. Docyt will automatically scan and categorise the receipt. Review the categorisation and make adjustments if necessary.
4. Next, go to the "Expenses" section and click "Add Expense."
5. Fill in the details such as date, amount, and category, then click "Save."

Step 3: Get better results

1. Use the "Automations" feature found in the settings menu to set up recurring expenses. This will save you time each month.
2. Regularly check the "Bank Reconciliation" tab to ensure all transactions are correctly matched, helping you maintain accurate records.
3. Take advantage of the "Reports" feature to generate monthly financial summaries, which can help you track your business performance.

Pro tip

Set up email notifications for important updates. Go to "Settings," then "Notifications," and enable alerts for key activities like receipt uploads and reconciliation reminders. This keeps you informed without having to log in daily.

Common mistake to avoid

Avoid skipping the bank connection step during setup. Connecting your bank accounts allows Docyt to automatically import transactions, making bookkeeping much easier and reducing manual data entry errors.