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

  1. Click the gray profile icon in the top-left corner of the screen

  2. Select Settings

  3. Go to the General tab

  4. Click Features

  5. 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