What Is a General Document?




A general document is a document that does not require accounting processing and is not published into the ERP system.

Examples include: invoice attachments, supporting documents, or pro forma invoices.

When a document is marked as a general document in DOKKA, no financial fields will appear on the side.
Instead, only the document itself will be displayed — as a file only.


Additionally, general documents are automatically moved to the Archive folder.


⚠ Note: Since vendor recognition is not triggered for general documents, automatic approval flows will not apply to them.





What Does a General Document Look Like?



  • No accounting fields appear on the side

  • No vendor recognition or automatic suggestions are applied

  • Only the document is shown, without field mapping

  • The document is labeled as a General Document and is moved to the Archive folder automatically




This clear visual distinction helps separate documents that require financial action from those that are for documentation only.







How to Mark a Document as General




You can define general documents in two ways: automatically or manually.


Automatic Setting



To automatically mark certain types of documents as general, go to:


Company Settings → General → Features → Advanced Settings

Then disable the relevant options:


  • Set proforma invoices as financial documents by default

  • Set delivery notes as financial  document by default

  • Set unclassified documents as financial by document by default






⚠ Note: These settings only apply to new documents that are uploaded after the change.
They will not affect documents that already exist in DOKKA.




Manual Setting



You can also manually mark any document as general:


From the gallery view: 


Click the three dots on the document → “Mark as General Document”





From inside the document: Click on “More” → “Mark as General Document”








⚠ Note: When a document is manually marked as general, DOKKA will remember this choice.
Next time a similar document is uploaded, it will automatically be marked as a general document.



Converting a General Document Back to a Financial One




If you need to revert a general document back to a financial document:


Click the three dots on the document (or “More” inside the document) -> Then choose the option “Mark as Financial Document”









Automatic Archiving




When a document is marked as general, DOKKA automatically moves it to the Archive folder.
This keeps it saved for reference, without appearing in the active folders.



Linking a General Document to Another Document (Bundles)




If the general document is related to another document — for example, a breakdown attached to an invoice —
you can link them together using the bundle option.

Click here for more info about how to use Bundles