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Knowledge base
Getting Started
For finance people and administrators
11
How to Log into DOKKA for the First Time
Setting up your Organization
Creating a Company
Setting Up Your User Profile
Automatic Cloud Backup
View all 11
Non-Financial Users and Clients
2
Why is my Accountant/Bookkeeper Using DOKKA?
Getting Started for Clients: Table of Contents
signing server
1
הוראות התקנה של שרת חיתום בענן
dokka training
0
getting started
0
Using Dokka
Documents management
19
How to Navigate the Workspace
How to Upload Documents to DOKKA
The Invoice/Bill Entry Page - Usage
The Invoice/Bill Entry Page - Customizing The View
How to Select Multiple Words to Drag them into a Field in DOKKA
View all 19
Additional features
7
How to use the Mobile App
Chat and Document Support Chat
How can I upload a confidential document?
Connecting DOKKA to a Network Scanner
Create rules to filter your emails- google
View all 7
Approval Workflow
6
How to Set Up the Approval Workflow
How to Use the Approval Workflow - approver with regular user permissions
Why using dokka Approval flow?
How to Use the Approval Workflow - approver with Bookkeeper/Admin permissions
How to create Approval groups in DOKKA
View all 6
Errors and Troubleshooting
Faults & Warnings
6
domain settings\ Cookies clean
Why is DOKKA Performing Slowly?
Why is DOKKA warning me that this document/transaction already exists in my accounting system?
Invoice view is distorted
How to Set Gmail as Your Browser's Default Email Client for Mailto Links
View all 6
FAQs
General FAQ
11
How to Reset or Restore your Password
How to change DOKKA's language?
How do I change my company email address?
Can I Perform Calculations in the Bookkeeping Entry Form?
Exchange rate
View all 11
ERPs
Priority
10
Connecting to Priority Via the API
Connecting Additional DOKKA Companies to Priority
Foreign Currency
How to Configure an Automatic Favorite Search for All documents Associated with Me
How do I back-sync from Priority?
View all 10
Netsuite
20
How to connect Netsuite to DOKKA
Error 'Invalid Date: code: Insufficient_Permission'
How to check preferred forms
General Ledger Report- Netsuite
How to Setup Accounting Periods in NetSuite
View all 20
SAP Business One
4
I can't see the currency I've set up in SAP
General Ledger Report - SAP
SAP B1 & Dokka connection guide
How to create DOKKA custom fields in SAP
Hashavshevet
1
מסך קליטת החשבונית - התאמה אישית
QBO
4
General Ledger Report - QBO
How to Process Invoices with Inventory - QBO
How to Manually Set the Exchange Rate in QBO
Connecting to your ERP: QBO
Xero
9
Getting Started with DOKKA and XERO
Connecting to your ERP: Xero
How to Set Up your XERO Settings in DOKKA
When and how does data sync between XERO and DOKKA occur?
How Do I Refresh DOKKA with People and Settings from Xero?
View all 9
Excel/CSV-based integrations
3
How to Set up DOKKA with Non-direct Integration
How to Download Bookkeeping Entries without a Direct Integration
How to upload data to Default ERP companies via CSV file
QBD
3
How to Set Up DOKKA to Import and Export IIF files for Quickbooks Desktop!
QBD Connection guide
QBD Dokka Agent Installation Guide
Zoho
2
Connecting to your ERP: Zoho Books
Defaults and Settings for My Integrated Accounting Software: Zoho