Tailor-Made Integrations With the DOKKA API

If you are using an ERP solution that is not integrated with DOKKA by default, you can utilize our API to smoothly sync DOKKA with your ERP system.

Supported Transaction Types

Vendor invoice

A document sent by a supplier to a buyer that requests payment for goods or services rendered.

Vendor credit note

A document sent by a supplier to a buyer to adjust or reduce an earlier issued invoice due to a return or a mistake.

Customer invoice

A document sent by a seller to a buyer to request payment for goods or services sold.

Customer credit note

A document sent by a seller to a buyer to adjust or reduce an earlier issued invoice due to a return or a mistake.

Pro forma supplier invoice

A preliminary invoice that a supplier sends to a buyer before the delivery of goods or services, typically used to provide an estimate or to initiate payment processing.

Pro forma customer invoice

A preliminary invoice that a seller sends to a buyer before the delivery of goods or services, typically used to provide an estimate or to initiate payment processing.

Our support for various transactions is built on a foundation of essential entities. These include supplier invoices, customers, chart of accounts, orders, tax codes and rates, bank account details, payment terms, project list, budget accounts, and up to three dynamic category classifications. With these core entities in place, DOKKA’s API is able to provide comprehensive support for typical AP automation processes.

Core Integration Tools

Manual Integration with Standard CSV and Excel Formats

DOKKA simplifies the process of uploading and downloading data by offering manual file-based integration with standard CSV and Excel formats. This integration tool allows users to seamlessly transfer data to and from DOKKA with just a few clicks. With this feature, users can easily upload and download data from their existing systems, saving time and streamlining their AP processes.

 

Automatic Integration with SFTP Job Management

Our SFTP auto-scheduled job management feature enables users to can set up automatic data transfers at regular intervals, ensuring that their data is always up-to-date without the need for manual intervention. This integration tool streamlines the AP process and eliminates the risk of errors that can occur with manual data transfers. By automating data transfer, DOKKA saves users time and reduces the risk of data errors.

Secure RESTful API Integration

DOKKA's secure RESTful API layer allows for seamless integration with external systems. With Dokka acting as an API server, any external system can push and pull data to and from DOKKA, including supplier/expense invoices, customer invoices, credit notes, pro forma invoices, and more. Additionally, our RESTful API integration is secure, ensuring that all data transfers are safe and protected. 

Overview of Core Features

Automated Document Collection

Automatically imports documents from email, office scanner, proprietary mobile app, csv and even WhatsApp.

Automated Approval Flows

Set custom approval flows and the system will automatically send approval requests to relevant people based on the data in the invoices.

Automated Journal Entries

DOKKA records invoices in your accounting journal with no human intervention. All you have to do is review and approve.

Smart Document Management

Invoices are automatically processed into journal entry recommendations, while all other documents are stored in the secure, cloud-based archive.

Mark as Paid or Not Paid

DOKKA syncs back the Paid or Not Paid invoice status from your accounting ERP and marks them inside the platform.

Google-like Search

Find any document within seconds, just by searching for keywords that appear inside it.

Works in Any Language

DOKKA is able to process invoices of all languages and formats, and you can even use it to translate text directly on the spot

Chat, Comment & Tag

Get your team on the same page quickly and chat over specific documents, add comments or tags and much more.

Audit Trail

Documented history of all activities in your DOKKA account, allowing you to trace back every journal entry to its source.

2x Faster Invoice Processing

See how DOKKA can double your accounts payable efficiency.