Guides - Financial Procedures
Tutuorials for performing bookkeeping tasks
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
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
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, 2 May, 2021 at 4:18 PM
This page is a continuation of this page. The line item details section of the bookkeeping entry form has been getting more powerful as we add more func...
Sun, 2 May, 2021 at 4:27 PM
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
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
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 ...
Sun, 31 Jan, 2021 at 3:39 PM
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
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
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