DOKKA integrates with your accounting software to make moving the data from DOKKA to the financial program a breeze. We have full integrations with some software packages, and partial integrations with others. We pull much of the data directly from your Zoho account, such as contacts (vendors, customers, etc), General Ledger Codes, payment accounts, and tax rates (for partial integrations, these can be pre-loaded, but not automatically updated). Most of what's left does not require setting up. DOKKA will learn as you work (Click here to learn how). But there are some settings that make sense to arrange and control above DOKKA's self-learning. You can access these controls in the Settings screen. Click on the Settings cogwheel.


Cogwheel.png


Select the Integrations screen from the menu on the left. If your accounting software isn't already connected, please do so now. You can read this article for help. Click on the arrow to drop down the settings.




  • Invoice Type: You can choose the default transaction type, assuming DOKKA hasn't already learned which type to use
  • Publish bill as: you can set if bills are entered into Zoho as open or draft
  • Payment date (days): you can set the default payments terms
  • Tag 1 label: you can customize up to three tags that will be synced from Zoho
  • Tag 2 label: you can customize up to three tags that will be synced from Zoho
  • Tag 3 label: you can customize up to three tags that will be synced from Zoho
  • Purchases: you can set the default account for different transaction types
  • Sales: you can set the default account for different transaction types
  • Vendor Credits: you can set the default account for different transaction types
  • Credit Notes: you can set the default account for different transaction types
  • Default tax mode: choose the default setting for applying taxes to the amount
  • Purchases: choose the default tax rate for each transaction type
  • Sales: choose the default tax rate for each transaction type
  • Vender Credits: choose the default tax rate for each transaction type
  • Credit Notes: choose the default tax rate for each transaction type


Setting these should help you work better and faster, but you're in the driver's seat. Use them as they help you.