Documents that are added to Dokka are automatically sorted into either Financial documents, which generate a bookkeeping entry, or General documents that do not produce a bookkeeping entry.

If the document is put in the wrong category, click on the document. Then click on the More button.

You will have the option to click "Keep As General" on a Financial document which turns it into a General document, or to click "Generate Journal Entry" on a General Document which turns it into a Financial document.

MoveDoc1.png MoveDoc2.png

You can also do this right from the Workspace. Right click on the document and select the appropriate action.


From here you can even select multiple documents to switch at once. Hold down the Windows or Command button and select all of the documents that you want to switch. A toolbar will pop up on the bottom of the screen. Select the intended action and, voila, the documents have all been switched.