For finance people and administrators

How to Log into DOKKA for the First Time
When your account is first created, you will receive an email message to the address you chose, that will also be your DOKKA username. The email wi...
Sun, 12 Mar, 2023 at 2:47 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...
Sun, 12 Mar, 2023 at 3:04 PM
Creating a Company
As explained, DOKKA differentiates between Organizations and Companies. Your organization was created in a previous step. A company is a client, or a divisi...
Thu, 16 Mar, 2023 at 1:22 PM
Setting Up Your User Profile
DOKKA lets you customize your user account with your picture. This can be helpful when viewing documents, tags, and approvals.It will make it even easier to...
Thu, 16 Mar, 2023 at 1:08 PM
Automatic Cloud Backup
Any document uploaded to DOKKA is safely stored in the system. You can also configure an automatic backup of your documents to a cloud storage service. To c...
Thu, 16 Mar, 2023 at 1:24 PM
How to manage the users in the organization - new user / delete / edit / associate with other companies
An "admin" user can manage all the users in the organization simply through the main screen of the organization and not through a specific company...
Sun, 21 Apr, 2024 at 1:29 PM
The different types of roles in DOKKA - bookkeeper \ user
This article prescribes the different users that can be added to your organization in Dokka. I'd like you to please read more about adding and managing ...
Tue, 19 Nov, 2024 at 10:42 AM
Organization vs. Company
To keep things clear, we at DOKKA differentiate between Organizations and Companies. An Organization is the larger entity, such as an accounting or bookkeep...
Thu, 2 Jul, 2020 at 3:18 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 direct i...
Sun, 12 Mar, 2023 at 2:54 PM
dokka training - everything you need to know
1. Introduction to the system First connection and language change Workspace display Familiarization with different folders 2. Adapting settings to y...
Wed, 24 May, 2023 at 5:17 PM