When you first enter the company you will need to connect the Accounting Software that you use. If we do not currently support your software with a direct integration, you can use the export feature to download the DOKKA data and upload it to your accounting system. You can read about that here.

If you are not already in the Settings section, click the settings icon at the top right and click the Integrations tab. Select the desired Accounting System.


__________2019-01-30__-11.51.39.png

 

__________2019-01-30__-11.36.23.png


Integrations20190620.png

Follow the prompts on the screen. You will be connected to the website of that system, and you will be able to connect the company to DOKKA by entering the username and password into the ERP's website.


 Integrations2-20190620.png

Once you are connected you can set additional settings by clicking on the arrow to the left of your software. See here for more instructions.


If you don't use accounting software, or use a system that does not yet integrate with DOKKA, you can still benefit from the machine learning and automated processing with our export feature. DOKKA will do the work and you get the transaction data to go.