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Knowledge base
Getting Started
For finance people and administrators
10
How to Log into DOKKA for the First Time
Setting up your Organization
Connecting to Your Accounting Software
Creating a Company
Setting Up Your User Profile
View all 10
Non-Financial Users and Clients
3
Why is my Accountant/Bookkeeper Using DOKKA?
Getting Started for Clients: Table of Contents
How to Use the Approval Workflow - approver
signing server
0
Using Dokka
Documents management
19
How to Navigate the Workspace
How to Upload Documents to DOKKA
The Invoice/Bill Entry Page - Usage
The Invoice/Bill Entry Page - Customizing The View
How to Select Multiple Words to Drag them into a Field in DOKKA
View all 19
Additional features
7
How to use the Mobile App
Chat and Document Support Chat
How can I upload a confidential document?
Connecting DOKKA to a Network Scanner
Create rules to filter your emails- google
View all 7
Approval Workflow
3
What is the Signing Feature?
How to Set Up the Approval Workflow
How to Use the Approval Workflow
Errors and Troubleshooting
Faults & Warnings
7
Data and Access Protection
Why can't I log into DOKKA on my phone?
The document is grouped in the wrong category
Clear your browser's cache - domain settings\ Cookies clean
Why is DOKKA Performing Slowly?
View all 7
FAQs
General FAQ
15
How to Reset or Restore your Password
How to change DOKKA's language?
Why does the Drag&Drop grab too much?
How do I change my company email address?
How can I change the default payment date?
View all 15
ERPs
Priority
7
Connecting to Priority Via the API
Connecting Additional DOKKA Companies to Priority
How to Configure an Automatic Favorite Search for All documents Associated with Me
How do I back-sync from Priority?
Why my link to Priority Doesn’t work?
View all 7
Netsuite
16
How to connect Netsuite to DOKKA
INVALID DATA MSG. - code: Insufficient_Permission
How to check preferred forms
General Ledger Report- Netsuite
How to Setup Accounting Periods in NetSuite
View all 16
SAP Business One
4
How to connect SAP B1 to DOKKA
SAP B1 Full Connection Guide
I can't see the currency I've set up in SAP
General Ledger Report - SAP
Hashavshevet
0
QBO
3
General Ledger Report - QBO
How to Process Invoices with Inventory - QBO
How to Manually Set the Exchange Rate in QBO
Xero
9
Getting Started with DOKKA and XERO
Connecting to your ERP: Xero
How to Set Up your XERO Settings in DOKKA
When and how does data sync between XERO and DOKKA occur?
How Do I Refresh DOKKA with People and Settings from Xero?
View all 9
Excel/CSV-based integrations
3
How to Set Up DOKKA with the "Default ERP," a.k.a. Excel export
How to Pre-load Your DOKKA Company When Not Integrating with an Accounting System
How to Download Bookkeeping Entries without a Direct Integration
QBD
2
How to Set Up DOKKA to Import and Export IIF files for Quickbooks Desktop!
QBD Connection guide
Zoho
2
Connecting to your ERP: Zoho Books
Defaults and Settings for My Integrated Accounting Software: Zoho
Community forums
Showing recent updates
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Feature Requests
General Features
1
Delete
Posted by
Chassida Landy
,
10 months ago
Last Reply
by Chassida Landy
10 months ago
Hashavshevet
0
Priority
0
Quickbooks
2
Payment Due Date
Posted by
Melissa Wright
,
11 months ago
Last Reply
by Melissa Wright
11 months ago
Add Quickbooks fields to the DOKKA data entry form
Posted by
Yoram Schwell
,
over 2 years ago
Last Reply
by Rick K
over 1 year ago
SAGE
1
WHY DOES ALL MY SAGE CUSTOMERS NOT PULL THROUGH TO DOKKA
Posted by
Yasmin Louwrens
,
3 months ago
Last Reply
by Yasmin Louwrens
3 months ago
Xero
0
Zoho
0