Vendor Settings
What Are Vendor Settings in DOKKA?
Vendor settings allow you to define vendor-specific defaults that will apply across your company.
These settings can include a fixed expense account, VAT type, automatic posting rules, and more.
How to Access Vendor Settings
Click the gray user icon in the top corner of the screen.
Select Settings.
Go to Vendor Preferences.
In this screen, you’ll see a list of all vendors linked to the company.
The list is pulled directly from your ERP system.
Explanation of the Vendor Settings Columns
Debit Account Column
Set a fixed expense account for each vendor, so the system automatically selects the correct account without having to teach the system which account to select for each invoice.
VAT Type Column
In most cases, the VAT type is synced automatically from your accounting system.
However, if your accounting software doesn’t support VAT type per vendor—or if your company is connected to Excel—you can define a custom VAT type for specific vendors (e.g., No VAT).
Autonomous Posting Column
Enables automatic posting when DOKKA detects that the invoice total matches the total in the linked purchase order or goods receipt.
Important: This feature will only work if:
The purchase order/goods receipt is correctly identified.
The final invoice total is detected.
- All required fields are filled in.
If any of these conditions aren’t met, you’ll need to train the system so it can perform automatic posting in future cases.
Mark Exceeding Amounts
You can set up alerts when DOKKA detects an invoice total from a vendor that is smaller or larger than a defined range.
Simply enter the minimum and/or maximum amounts—if the invoice amount is outside these limits, the system will display a warning.
Invoice Details
DOKKA does not automatically learn the “Details” field content.
Instead, you can configure it to copy data from other fields to save manual typing.
Example:
You can set the “Details” field to include both the vendor name and the invoice date (pulled from the “Vendor Name” and “Document Date” fields):
Important Notes:
If you choose the vendor name, the system will also copy the vendor code from your ERP.
Be mindful of your ERP’s character limit for the “Details” field.
Defaults can be applied to all vendors in the system or to selected vendors only.