How Do I Refresh DOKKA with People and Settings from Xero?

Modified on Thu, 21 Oct, 2021 at 3:33 PM

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 consistent. We pull from Xero and save new information there as well (new vendors and, obviously, the transactions that you record). Now you can force DOKKA to re-sync. This way, if you make a change in your Xero while processing a document, you can refresh and see the changes.


To re-sync, simply click the synch icon on the top of the screen.


 

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