Set Up Your Organization

How to structure your organization, create companies, and add users

Getting Started: Table of Contents
Welcome to DOKKA. You're going to love our intuitive system. We pride ourselves on our cutting edge technology and features. Even more so, we pride our...
Mon, 13 Jul, 2020 at 4:18 PM
How to Log into DOKKA for the First Time
When your account is first created, you will receive an email at the address that is also your DOKKA username. The email will contain a link to login ...
Thu, 2 Jul, 2020 at 3:24 PM
Setting up your Organization
When you log in for the first time after creating your account, you will be prompted to create your Organization. To keep things clear, we at DOKKA diff...
Thu, 2 Jul, 2020 at 3:41 PM
Adding Users to Your Organization
Users are the people that are authorized to use DOKKA. At the organizational level, a user can be given one of two roles: Executive and Bookkeeper. The...
Mon, 2 Aug, 2021 at 5:33 PM
Connecting to Your Accounting Software
When you first enter the company you will need to connect the Accounting Software that you use. If we do not currently support your software with a direct i...
Tue, 12 Jan, 2021 at 10:41 PM
Exporting data from Sage Pastel
1. Enter Sage Pastel: 2. File > 1 > Open a Company > Enter a Password. 3. In The Company: File > Export/Import  4. In The Export...
Mon, 28 Jun, 2021 at 2:11 PM