Guides - Financial Procedures

Tutuorials for performing bookkeeping tasks

How to Use the Transaction Detail Inquiry Feature
A.k.a. the Discussion feature. If you reconcile bank or credit card statements for your clients, you may have questions about some transactions. DOKKA off...
Thu, 7 May, 2020 at 9:44 AM
How to Use the Websearch Feature
In addition to the Discussion feature, DOKKA lets you search the web to try to get more information about a transaction. On the bank/credit card processin...
Thu, 7 May, 2020 at 9:44 AM
How do I edit a multi-page document?
If you upload a document with two or more pages, you can edit it to split the pages into separate documents. You can access this feature with a right-click ...
Sun, 11 Jul, 2021 at 5:53 PM
How to Download Bookkeeping Entries without a Direct Integration
DOKKA integrates with several accounting packages and we're adding more to the list as quickly as possible. Even if we don't offer a full integrat...
Thu, 7 May, 2020 at 9:44 AM
Bulk Actions in the Workspace
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...
Wed, 26 Aug, 2020 at 4:26 PM
How to "add documents" to DOKKA
There are several ways to add documents: The first two options are in the DOKKA web platform - upload a file located on your computer, or by scanning: ...
Mon, 19 Oct, 2020 at 4:25 PM
How Do I Set Defaults and Settings for My Integrated Accounting Software
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 sof...
Thu, 7 May, 2020 at 9:44 AM
How to Use the Bank Statement Processing Feature
DOKKA is rolling out support for full bank statement processing (read about the basic extraction feature here). This feature allows you to upload a bank or ...
Wed, 26 Aug, 2020 at 3:54 PM
How to Set Up the Approval Workflow
DOKKA offers an Approval Workflow whereby you can select one or more people within this DOKKA company that will need to review and approve the document befo...
Fri, 19 Feb, 2021 at 1:35 AM
Bulk publish
 * The following article is relevant for Erp integrations using grid view in DOKKA. One of the most effective ways to receive documents onto DO...
Tue, 3 Aug, 2021 at 11:41 AM