Non-Financial Users and Clients

Does your accountant use DOKKA? Is your company using DOKKA, but you do not have access to the bookkeeping forms? Start here!

Why is my Accountant/Bookkeeper Using DOKKA?
You received a phone call or email from your accountant informing you that they have started using DOKKA to manage documents. Now you need to learn a new sy...
Sun, 28 Nov, 2021 at 4:58 PM
Getting Started for Clients: Table of Contents
Welcome to DOKKA! You're going to love our system. If you're not sure why your financial professional told you to use us, please read this. Then c...
Mon, 14 Mar, 2022 at 9:40 AM
How to Use the Approval Workflow - approver
The Approval Workflow allows you to require one or more people to approve a document before it can be accepted into the accounting system. Instructions o...
Tue, 26 Jul, 2022 at 1:08 PM