DOKKA

For finance people and administrators 10

• How to Log into DOKKA for the First Time
• Setting up your Organization
• Connecting to Your Accounting Software
• Creating a Company
• Setting Up Your User Profile

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Non-Financial Users and Clients 3

• Why is my Accountant/Bookkeeper Using DOKKA?
• Getting Started for Clients: Table of Contents
• How to Use the Approval Workflow - approver

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 3

• What is the Signing Feature?
• How to Set Up the Approval Workflow
• How to Use the Approval Workflow

Faults & Warnings 7

• Data and Access Protection
• Why can't I log into DOKKA on my phone?
• The document is grouped in the wrong category
• Clear your browser's cache - domain settings\ Cookies clean
• Why is DOKKA Performing Slowly?

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General FAQ 15

• How to Reset or Restore your Password
• How to change DOKKA's language?
• Why does the Drag&Drop grab too much?
• How do I change my company email address?
• How can I change the default payment date?

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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?

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Netsuite 15

• 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

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SAP Business One 4

• How to connect SAP B1 to DOKKA
• SAP B1 Full Connection Guide
• I can't see the currency I've set up in SAP
• General Ledger Report - SAP

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?

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Excel/CSV-based integrations 3

• How to Set Up DOKKA with the "Default ERP," a.k.a. Excel export
• How to Pre-load Your DOKKA Company When Not Integrating with an Accounting System
• 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