Advanced Settings
When setting up DOKKA, we recommend reviewing your company or organization’s configuration to ensure it aligns with your workflows and operational needs. This guide walks you through how to access the extended settings screen, what each setting does, and what to keep in mind before making changes.
How to Access Extended Settings
Click the gray profile icon in the top-left corner of the screen
Select Settings
Go to the General tab
Click Features
Select Advanced Settings
Note: If you want these settings to apply across all companies within your organization, make sure to edit them from the Organization Settings rather than individual company settings.
What Are Extended Settings Used For?
These settings control how DOKKA behaves in your organization. They include:
Document Classification Rules
Define which document types should be treated as non-financial by default (e.g., proforma invoices, delivery notes, or unrecognized documents).ERP Integration Behavior
For example: copying allocation numbers, blocking publishing without required fields, or syncing with specific identifiers.Security & Publishing Restrictions
Determine whether documents can be published without approval, restrict processing of unknown vendors, and more.Automation & Alerts
Enable automatic routing to folders or set up system-triggered notifications.
Available Settings
✔️ Document translations
Automatically translate foreign-language content in documents with one click. Requires activation and is a paid add-on.
✔️ Approval flow learning
Allows DOKKA to learn which users typically approve specific invoice types and suggest them in future workflows.
✔️ Approval flow
Enables the approval flow module. Requires activation and may involve additional costs.
✔️ Advanced groups support
Internal setting activated by support. Enables advanced approval group configurations.
✔️ Site license for approval flows
Adds all users in the system as eligible approvers. Only support can enable this.
✔️ Support Paid/Unpaid folders
Automatically classifies documents as "Paid" or "Unpaid" based on document content, and creates corresponding folders.
✔️ Disable publishing documents not approved
Blocks publishing of documents to the ERP unless all required approvals are complete. Works only if approval flow is active.
✔️ Show not assigned category
Displays a “Not Assigned” folder for documents uploaded by unknown users (e.g., via email).
✔️ Send confirmation mail on upload
Sends an email confirmation to non-user senders when their document is successfully uploaded.
✔️ Supplier defaults form
Enables setting default fields per vendor (currency, account, tags, etc.). Opens the “Supplier Defaults” tab.
✔️ Chat
Enables internal chat between users within DOKKA.
✔️ Move all linked docs on publish
When publishing one document from a batch, all linked documents move to the “Handled” folder together.
✔️ Allow accountant to change approval flow
Lets accountants modify the approval flow even if they didn’t initiate it.
✔️ Link email documents
Groups all files from the same email into one linked document set (paperclip icon).
✔️ Classification tags
Automatically adds the ‘financial’ tag to documents identified as financial.
✔️ Enhanced supplier verification
Displays a warning if the VAT number in the document doesn’t match the vendor’s number in the ERP.
✔️ Approval stamp
Adds a digital stamp showing each approver’s name on the document itself.
✔️ Show approval date on the stamp
Adds the approval date next to each approver’s name on the document stamp.
✔️ Upload linked documents with invoice
When publishing a document from a batch, related files will be attached as tabs in the ERP. Supported in Priority only.
✔️ Automatic PO/GR recognition
Automatically identifies PO or Goods Receipt numbers and pulls matching lines. Available for Priority, SAP, and NetSuite.
✔️ Stop auto-start of approval flow on suspected duplicates
Prevents automatic initiation of approval flow if a duplicate document is suspected.
✔️ Support Tax Authorities ID
Adds the Tax Authority ID field to the document metadata.
✔️ Block publishing transactions missing Tax Authorities ID
Prevents publishing invoices over 20,000 ILS without a valid Tax Authority ID.
✔️ Merge tags of merged documents
When merging files, all tags from original documents are combined.
✔️ Forbid updates on published documents
Prevents editing tags, sticky notes, or comments on published documents (except by admin).
✔️ Disable approved document deletion
Prevents deletion of approved documents, even if they haven't been published yet. Only applies if approval flow exists.
✔️ Set proforma invoice as a Financial document by default*
Treats all proforma invoices as financial documents.
✔️ Set delivery notes as a Financial document by default*
Treats all delivery notes as financial documents.
✔️ Set unclassified documents as Financial Document by default*
Even unrecognized documents (like quotes) will be treated as financial by default.
✔️ Allow loading of duplicated documents
Allows uploading of duplicate documents. DOKKA will label them as copies.
✔️ Upload email file
Attaches the body of an email to the ERP entry. Only supported in some systems.
✔️ Instantly sync vendor orders and receipts
Ensures all relevant documents are synced automatically when vendor details are changed.
✔️ Enable tags learning
DOKKA learns custom user-defined tags and applies them automatically to future similar documents.
*When those settings are turned off, DOKKA will treat the document type as "General Document" — meaning no field extraction will occur, and the document will be archived instead of processed.
Important Tips
Review periodically
As your business grows, your configuration needs may change. Revisit your settings regularly.Evaluate impact
Every change affects team workflows. Test updates before applying them globally.Reach out for help
Unsure about a specific setting? Our support team is happy to assist!
For help with setup or additional guidance, contact us via the question mark in the top right of your DOKKA account → “Contact Support” or by email at: support@dokka.com