Search in DOKKA
DOKKA allows you to search for documents in several ways:
Search bar – by vendor name, invoice number, amount, description, and more
Search by date – entry date, reference date, payment date
Search by tags – using the
#
symbolTable view – advanced search by fields, filtering, and sorting (like in Excel)
⚠ Note: Every search is performed within the folder you are currently viewing (e.g., New, Done, Pending, Archive).
If you're unsure where the document is, switch to the "All" folder.
Search Bar
Using the search bar, you can search for any detail that appears in the invoice capture fields, such as:
Vendor name
Invoice number
Amount
Description / details
Purchase order
And more...
⚠ Note: Search results depend on the folder you're in.
If you're standing on the "New" folder, you'll only see results from that folder.
Not sure where the document is? Switch to "All".
Search by Dates
Click on the calendar icon (next to the search bar) to filter by:
Date Received
Invoice Date
Payment date
Make sure you're in the relevant folder here as well.
Search by Tag
Want to search by tag?
Use the search bar
Start your search with a
#
(hashtag), for example:#topay
so that DOKKA knows you're searching specifically for a tag, not plain text.
? Click here for a guide on using tags and favorites
Again – make sure you’re in the right folder to see the correct results.