With this manual, we want to help accountants get a handle on how records are configured in OkiOki. We will guide you step by step, page by page through the accountancy portal that you can access via accountants.okioki.app and we will explain some of the main tasks that you can perform in the portal such as adding new clients, managing accountancy users and integrating software systems.
What is covered in this manual?
- Access to the accountancy portal
- The dashboard
- Adding new clients
- The list of active and inactive clients, the client settings and coda files
- The general settings
- The users of the accountancy portal
Apart from this manual, you will also find the answers to some frequently asked questions by accountants on our support page. If you still have questions after reading the manual or the support page, you can always send an email to firstname.lastname@example.org.