DOKKA

For finance people and administrators 10

• How to Log into DOKKA for the First Time
• How to Set Up an Organization in DOKKA
• Adding a New Company in DOKKA
• Editing Your User Profile in DOKKA
• Document Backup

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Non-Financial Users and Clients 1

• My accounting firm is using DOKKA - What should I know?

signing server 1

• הוראות התקנה של שרת חיתום בענן

dokka training 0

getting started 1

• Supplier Portal – User Guide

Documents management 18

• How to Upload Documents to DOKKA
• Dokka – User Guide
• The Invoice/Bill Entry Page - Customizing The View
• How to Select Multiple Words to Drag them into a Field in DOKKA
• How to Split, Merge, or Reorder Multi-Page Documents in DOKKA

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Additional features 10

• How to use the Mobile App
• How to Communicate with Your Team Using DOKKA’s Chat
• How can I upload a confidential document?
• Connecting DOKKA to a Network Scanner
• Downloading Documents from DOKKA

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Approval Workflow 7

• Different Types of Approval Flows in DOKKA
• Manual Approval Flow Setup – NEW!
• Automatic Approval Flow - NEW!
• Creating a Basic Approver Group – NEW!
• Advanced Approver Groups - NEW!

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Faults & Warnings 6

• Domain Access Requirements for DOKKA
• I'm trying to upload a document but nothing happens
• Why is DOKKA warning me that this document/transaction already exists in my ERP?ts in my accounting system?
• Distorted Invoice View
• How to Set Gmail as Your Browser's Default Email Client for Mailto Links

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General FAQ 12

• 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

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Priority 17

• Connecting to Priority Via the API
• Connecting Additional DOKKA Companies to Priority
• Foreign Currency
• Tax Settings Integration
• How to Configure an Automatic Favorite Search for All documents Associated with Me

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Netsuite 22

• How to connect Netsuite to DOKKA
• Error 'Invalid Date: code: Insufficient_Permission'
• How to check preferred forms - Netsuite
• General Ledger Report- Netsuite
• How to Setup Accounting Periods in NetSuite

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SAP Business One 5

• 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
• Granting Access to the SAP Attachments Folder for Dokka

Hashavshevet 1

• מסך קליטת החשבונית - התאמה אישית

QBO 5

• 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
• Adding Vendor Codes – 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?

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Excel/CSV-based integrations 4

• Using DOKKA Without a Direct Integration to an Accounting System (Excel / CSV Mode)
• How to Download Bookkeeping Entries without a Direct Integration
• How to upload data to Default ERP companies via CSV file
• API Connection to an ERP Not Directly Supported by Dokka

QBD 2

• How to Set Up DOKKA to Import and Export IIF files for Quickbooks Desktop!
• QBD Connection guide

Zoho 2

• Connecting to your ERP: Zoho Books
• Defaults and Settings for My Integrated Accounting Software: Zoho