Documents management
Everything you need to know about managing documents in Dokka
Uploading documents to DOKKA DOKKA offers several convenient ways to upload documents into the system: Via email – by sending documents to the ...
Tue, 15 Apr, 2025 at 1:25 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...
Mon, 13 Mar, 2023 at 1:36 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...
Mon, 13 Mar, 2023 at 1:40 PM
Selecting Multiple Words Together Hold down the Ctrl key (or Command key on Mac). Use the mouse to draw a frame around the desired words. Relea...
Thu, 24 Apr, 2025 at 11:21 AM
Split, Merge, or Reorder Multi-Page Documents DOKKA makes it easy to manage documents with multiple pages. you can split one document into several,...
Tue, 15 Apr, 2025 at 2:57 PM
Search in DOKKA DOKKA allows you to search for documents in several ways: Search bar – by vendor name, invoice number, amount, descriptio...
Mon, 21 Apr, 2025 at 2:01 PM
Sticky Notes Sticky notes in DOKKA are a simple and effective way to leave internal comments, reminders, or context on specific invoices. They...
Tue, 22 Apr, 2025 at 12:43 PM
DOKKA's new Grid View feature is a powerful tool that lets you put all your documents in order. With one click, you can switch from the familiar Galle...
Sun, 7 Nov, 2021 at 1:06 PM
Tags are keywords that will help you label your document by subject. For example, for tax-related documents add a "tax" tag so that you can find ...
Sun, 12 Mar, 2023 at 11:13 AM
Now you can perform select operations on multiple documents at once. When you have multiple documents in your Workspace, hold down the Ctrl button (Comm...
Thu, 16 Mar, 2023 at 4:50 PM