Xero

Getting Started with DOKKA and XERO
The DOKKA platform integrates easily with the XERO accounting software. When these two are integrated, documents and their data are transferred seamlessly f...
Thu, 7 May, 2020 at 9:43 AM
Connecting to your ERP: Xero
When you first create your company in Dokka, you will need to connect the company to Xero If you are not already in the Settings screen, click the cogwhee...
Thu, 7 May, 2020 at 9:43 AM
How to Set Up your XERO Settings in DOKKA
DOKKA's complete integration with XERO makes working with these systems a breeze. DOKKA adds a layer of functionality that XERO does not provide, and t...
Thu, 7 May, 2020 at 9:43 AM
When and how does data sync between XERO and DOKKA occur?
XERO and DOKKA have a full integration. The contacts, i.e. vendors, employees, customers, etc. are all synched between the two services. We also synch the c...
Thu, 7 May, 2020 at 9:43 AM
How Do I Refresh DOKKA with People and Settings from Xero?
DOKKA integrates with your Xero. We pull your vendors, Chart of Accounts, VAT/Tax Rates, and more each time you log into DOKKA. That way everything is consi...
Thu, 7 May, 2020 at 9:44 AM
What does the Xero-Dokka Integration Do?
The XERO-DOKKA integration connects the two systems, allowing for the smooth transfer of data from your documents to your XERO account. With the integration...
Thu, 7 May, 2020 at 9:43 AM
What Doesn't the Integration Do?
The XERO - DOKKA integration does not synch bookkeeping entry data back to DOKKA. The DOKKA system is meant for data extraction, easy importing of financial...
Thu, 7 May, 2020 at 9:43 AM
DOKKA - XERO Data Flow Diagram
DOKKA offers a full integration with XERO. Please look at the diagram below to see how fully the two are connected:
Thu, 7 May, 2020 at 9:43 AM
How do I disconnect from Xero?
If you need to disconnect DOKKA from XERO, you can do so with a few clicks. Click on the Cogwheel on the top right of the screen: Click on Integratio...
Thu, 7 May, 2020 at 9:43 AM
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...
Thu, 7 May, 2020 at 9:44 AM