With the establishment of the system, you can review the settings of the company and/or organization and match them to your ongoing workflow.
In this article, we will explain the meaning of each setting.
Note that if you wish to define settings universally for all the companies within the organization, you should access the module settings from the organization's settings, not from the settings of each individual company.
How to access the expanded settings:
First, access the company/organization settings (according to your preference) from the gray person icon at the top right corner of the screen > Settings > General > Featurs > Advenced Settings:
Move all linked docs on "publish": By activating this setting, in cases where a document that published is a part of a bundle, all these documents will be transferred to the "done" folder together.
Show not assigned category: When this setting is activated, when documents are uploaded to the system that have not been uploaded by any of the identified users in the system, they will appear under a sub-folder that will open automatically and will be labeled as "Unassigned".
Upload linked documents with invoice: Available only for Priority system users. By activating this setting, in cases where a document published is a part of bundle, the additional documents will also be uploaded to the "Attachments" tab of the transaction in Priority.
Enhanced supplier verification: By activating this setting, the system will display a warning message in cases where there is no match between the supplier's VAT number in the accounting management system and the VAT number appearing on the document.
Approval Stamp: Available for approval module users. By activating this setting, after the document is approved by the approver(s), a stamp will appear on the document including the names of the approver(s).
Document translations: Please contact our support team to activate this feature.
Automatic PO/GR Recognition: Available only for SAP/Priority/NetSuite system users. By activating this setting, the system will scan and search for the purchase order number or goods receipt on the document and will automatically pull the lines.
Send Confirmation mail on upload: By activating this setting, the document sender that has no access to the system will receive an email confirmation when the document is uploaded to the system.
Chat: By activating this setting, all system users will be able to communicate with each other from within the system.
Approval flow: Please contact the support team to activate this feature.
Link Email Documents: By activating this setting, all files arriving from the same email message will be uploaded to the system as link documents and will be marked with Attaché.
Allow Bookkeeper to Change Approval flow: Available for approval module users. By activating this setting, an account manager who has not activated the approval flow will be able to turn it off and change it if necessary.
Approval flow learning: The system will learn the approval flow for each invoice and will suggest the same approvers for similar invoices that will be uploaded to the system.
Supplier default form: By activating this setting, you can define default settings for each supplier separately.
Support Paid/Unpaid folders: By activating this setting, documents will be automatically marked as paid/unpaid by the system and will be added to sub-folders with the same name that will open automatically in the system.
Show approval date on the stamp: Available for approval module users. By activating this setting, the approval date will be added to the stamp on the document, in addition to the name of the approver.
Classification Tags: By activating this setting, two tags will be added automatically to each document uploaded to the system: the sender's name/email address and a generic "financial" tag for all documents.
Disable publishing documents not approved : Available for approval module users. By activating this setting, documents for which the approval process has been initiated but not successfully completed will not be able to be published. Note that activating this setting will not affect the publish of documents for which the approval process has not been turn on at all.
For any questions, feel free to contact the support team via the question mark icon at the top left corner of the Dokka or via email at firstname.lastname@example.org.