DOKKA
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Knowledge base
Getting Started
For finance people and administrators
9
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 9
Non-Financial Users and Clients
2
Why is my Accountant/Bookkeeper Using DOKKA?
Getting Started for Clients: Table of Contents
signing server
0
Using Dokka
Documents management
18
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 18
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
2
How to Set Up the Approval Workflow
How to Use the Approval Workflow - approver
Errors and Troubleshooting
Faults & Warnings
4
Clear your browser's cache - 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
FAQs
General FAQ
10
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 10
ERPs
Priority
7
Connecting to Priority Via the API
Connecting Additional DOKKA Companies to Priority
How to Configure an Automatic Favorite Search for All documents Associated with Me
How do I back-sync from Priority?
Why my link to Priority Doesn’t work?
View all 7
Netsuite
16
How to connect Netsuite to DOKKA
INVALID DATA MSG. - code: Insufficient_Permission
How to check preferred forms
General Ledger Report- Netsuite
How to Setup Accounting Periods in NetSuite
View all 16
SAP Business One
4
SAP B1 Full Connection Guide
I can't see the currency I've set up in SAP
General Ledger Report - SAP
How to connect SAP B1 to DOKKA
Hashavshevet
0
QBO
3
General Ledger Report - QBO
How to Process Invoices with Inventory - QBO
How to Manually Set the Exchange Rate in 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
2
How to Set Up DOKKA with the "Default ERP," a.k.a. Excel export
How to Download Bookkeeping Entries without a Direct Integration
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