DOKKA

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

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Non-Financial Users and Clients 2

• Why is my Accountant/Bookkeeper Using DOKKA?
• Getting Started for Clients: Table of Contents

signing server 0

dokka training 0

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

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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

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Approval Workflow 5

• 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

Faults & Warnings 5

• 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
• How to Set Gmail as Your Browser's Default Email Client for Mailto Links

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

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Priority 9

• 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?

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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

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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 0

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?

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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