DOKKA integrates with your accounting software to make moving the data from DOKKA to the financial program a breeze. We have full integrations with some software packages, and partial integrations with others. We pull much of the data directly from your accounting software, such as contacts (vendors, customers, etc), General Ledger Codes, payment accounts, and tax rates (for partial integrations, these can be pre-loaded, but not automatically updated). Most of what's left does not require setting up. DOKKA will learn as you work (Click here to learn how). But there are some settings that make sense to arrange and control above DOKKA's self-learning. You can access these controls in the Settings screen. Click on the Settings cogwheel.


Select the Integrations screen from the menu on the left. If your accounting software isn't already connected, please do so now. You can read this article for help. Click on the arrow to drop down the settings.



Scroll through the options and select the settings that you want. You can also change these later. Make sure that you click save at the bottom of the section!


The settings may differ depending on your accounting system. We will explain them all here:


 


Quickbooks Online:




 


  • General Settings:
    • Enable Manual Journals: The manual journal entry form is different than other transactions and needs to be enabled here.
    • List Expense Line Items As: You can decide how to process the line items.
    • Use Account Codes: You can use the codes from the chart of accounts instead of the names.
    • Invoice Type: You can select the default document type that will be used if DOKKA is not sure which type you uploaded.
    • Create payment: Default the "Paid" field to either "Yes" or "No."
    • Bank Account: If the Paid filed if set to Yes, you can choose the default bank account to select.
    • Payment Method: This is a continuation of the previous 2 settings.
    • Payment Date (Days): The default number of days from the invoice date.
  • Default Category Settings:
    • Expenses: The default account from the chart of accounts for expenses.
    • Invoices: The default account from the chart of accounts for sales.
  • Default Taxes Settings:
    • Override tax amounts: If enabled you will be able to manually adjust the tax amount on line items.
    • Expenses: The default tax rate for expenses and bills.
    • Invoices: The default tax rate for sales receipts and invoices.


 


Xero:


  • General Default Settings:
    • Use Account Codes: You can use the codes from the chart of accounts instead of the names.
    • Enable Manual Journals: The manual journal entry form is different than other transactions and needs to be enabled here.
    • Use Non-Payment Accounts with Bills: the full chart of accounts will be displayed. (deprecated??)
    • Publish Manual Journals As: You can select draft or posted.
    • Invoice Type: You can select the default document type that will be used if DOKKA is not sure which type you uploaded.
    • Publish Documents As: You can have the documents be pushed into Xero as Authorized, Draft, or Submitted.
    • Payment Date (Days): The default number of days from the invoice date.
  •  Default Category Settings: you can select the default account for each transaction type:
    • Bills
    • Invoices
    • Vendor Credit Notes
    • Customer Credit Notes
  • Default Taxes Settings: you can select the default tax rate for each transaction type:
    • Bills
    • Invoices
    • Vendor Credit Notes
    • Customer Credit Notes


Sage Business Cloud:



  • כל מה שפה בכלל לא מופיע בהגדרות. עד כמה שאני ראיתי זירו וסייג' נראים אותו הדבר במסך הזה
  • Attach documents to transactions: You can decide if the document should be uploaded to Sage along with the transaction.

  • List Expense Line Items As: You can decide how to process the line items.

  • Invoice Type: You can select the default document type that will be used if DOKKA is not sure which type you uploaded.

  • Payment Date (Days): The default number of days from the invoice date.

  • Supplier Invoice: The default account from the chart of accounts for expenses.

  • Customer Invoice: The default account from the chart of accounts for sales.

  • Supplier Invoice: The default tax rate from the chart of accounts for expenses.

  • Customer Invoice: The default tax rate from the chart of accounts for sales.


Zoho Books: 


 


Setting these should help you work better and faster, but you're in the driver's seat. Use them as they help you.