Guides - Financial Procedures

Tutuorials for performing bookkeeping tasks

How to use DOKKA's Drag&Drop feature to Complete Bookkeeping Entries
One of DOKKA's most powerful tools is the Drag&Drop feature. (Click here to learn why it's so important to use this feature.) Here's how ...
Sun, 6 Sep, 2020 at 4:43 PM
Adding a vendor
Have you ever come across an invoice from a vendor that does not exist in your accounting system? You can add the vendor straight from DOKKA! How do you d...
Sun, 6 Sep, 2020 at 4:37 PM
All about "Bookkeeping / Journal entries"
When a document is uploaded into DOKKA that has been identified as an invoice or bill (see the list of supported transaction types), it is automatically reg...
Sun, 26 Jul, 2020 at 5:30 PM
All about "Bookkeeping / Journal entries" II - View Power
The line item details section of the bookkeeping entry form has been getting more powerful as we add more functionality. Here are some of the things that yo...
Thu, 7 May, 2020 at 9:44 AM
How to Process a Manual Journal Entry
DOKKA lets you process documents in a generic manual journal entry.  Please note: Manual Journal Entries should only be submitted by experienced bookkee...
Tue, 30 Jun, 2020 at 5:13 PM
Technical Support: Chat Feature
The DOKKA application contains an online chat feature. On the bottom-right side of the DOKKA Workspace and Document screens, there is a “Chat” button. Cli...
Thu, 7 May, 2020 at 9:44 AM
How to Navigate the Workspace
The Workspace may be the most important screen in DOKKA. It's the Company's home page. The workspace shows all of the companies documents (except ...
Mon, 21 Sep, 2020 at 11:30 AM
How to Process Invoices with Inventory - QBO
DOKKA can now process inventory items. To do this, first you need to enable this feature in the Settings screen as well as in your accounting system. To...
Sun, 26 Jul, 2020 at 3:54 PM
How to Use the Bank Statement Extraction Feature
This feature allows you to upload a bank or credit card statement to DOKKA and extract the data to Excel for manual processing or upload to your accounting ...
Wed, 26 Aug, 2020 at 2:57 PM
Linking and locking
One of DOKKA's Document Management features is the ability to link documents into bundles or packs. You can tell if a document is part of a bundle by t...
Tue, 11 Aug, 2020 at 12:02 PM