General questions
- How can I add the OkiOki app to the home screen of my Apple device (iPhone/iPad)?
- How can I change the from address of my invoices?
- Disconnect customers in OkiOki Accountant Portal
- How do I register different companies under the same e-mail address ?
- Can I change the language in OkiOki?
- What do the color codes that I see on my documents and transactions mean?
E-invoicing via Peppol
- Can I send or receive e-invoices via PEPPOL using OkiOki?
- How to send e-invoices?
- How to receive e-invoices?
- I am already connected to a Peppol access point? What should I do if I want OkiOki to become my access point?
- Error message: “Sending failed – the uploaded document doesn’t meet the required Peppol standard.”
- Can I send my sales invoices via a invoicing software package other than OkiOki, even though I am registered with OkiOki as an access point?
Sales invoices
- How to import products in OkiOki
- How to include my terms of sale in my sales invoices
- Set email address for invoice sending
- What if I have several (foreign) VAT numbers?
- Can I retrieve which attachments I sent with a sales invoice?
- How do I create an invoice with the amounts that have VAT included?
Your todo list
- How do I avoid direct debit documents always showing as to-do?
- Can I choose to follow-up only my purchases and not my sales via OkiOki?
- How can I set the start date of my to-do list?
- A weekly reminder email for your to-do's
- How do I process transactions without a document in my to-do list?
- Why doesn't a document appear on my to-do list?
Your documents
- Adjusting incorrectly read data in a document
- Re-sending documents to accountant
- How long does OkiOki keep my documents?
- What do the different document statuses mean?
- Overview of your documents
- How can I manually add documents to OkiOki?
Your transactions
- Can I see a summary of all expenses marked as private somewhere?
- What is the difference between unlinking a bank account and deleting a bank account?
- How can I remove payments from invoices that were already processed before I started using OkiOki from my to-do list?
- Overview of your transactions
- How to process a transaction without a document?
- Can I adjust the details of my transactions in OkiOki?
Matching transactions & documents
- Can I link multiple transactions and documents together?
- Adding tags to documents and transactions
- I see a purple or mint coloured line on the side of my documents and transactions. What is the meaning of that line?
- What happens if OkiOki cannot match a document with a transaction?
- How do I handle partial payments?
- How can I tell if a transaction is complete?
Linking OkiOki with your bank, mailbox, cloud storage or supplier portals
- I am having problems linking my bank account to OkiOki.
- Problems linking a Crelan account to OkiOki: The solution via Digipass activation
- Does OkiOki also pick up invoices behind links for emails I forward to my OkiOki email address?
- How often a day does OkiOki synchronise my bank account, mailbox, cloud storage or supplier portals and can I control this myself?
- How can I link my mailbox with OkiOki?
- Can I link multiple mailboxes with OkiOki?
Integrations with other solutions
- How can I receive my Onfact sales invoices in OkiOki?
- Does OkiOki also collect Doccle invoices?
- How can I receive my invoices from SimplyBooks in OkiOki?
- How can I receive my sales invoices from CoManage in OkiOki?
- How can I receive my sales invoices from Eenvoudig Factureren in OkiOki?
- How can I receive my sales invoices from FactuurSturen.be in OkiOki?
Receive invoices from suppliers digitally
- How can I receive my Van Marcke invoices in my mailbox?
- How can I receive my Arval invoices in my mailbox?
- How can I receive my Radius Velocity (Belgian Fuel Card) invoices in my mailbox?
- How can I receive my Olympus Mobility invoices in my mailbox?
- How can I receive Essent invoices in my mailbox?
- How can I receive Octa+ invoices in my corporate mailbox?
Paying my invoices
Credit card expenses
- Can I process American Express (Amex) expense statements in OkiOki?
- How can I track credit card expenses with OkiOki?
- I have a document that was paid for by credit card. How do I handle this in OkiOki?
- What if OkiOki reads my expenses on my credit card expenditure statement as 0?
- How do I know when my credit card data has not been read 100% correctly and how do I resolve this?
- How can I delete a credit card statement?
Reporting
Counterparty management
Smart settings and automation
- Cash discount on purchase invoices
- How do I best deal with payment providers who make group payments and charge their fees
- How to keep your to-do list shorter with some smart settings
- How do I ensure that regularly recurring transactions are completed automatically?
- How does okioki deal with daily receipts?
You and your accountant
- When does OkiOki send my documents to my accountant?
- Linking your account with your accountant
- Does my accountant have access to my data?
- Can I give my accountant access to OkiOki?
- Can I see in OkiOki which documents are sent to my accountant?
- In which format does OkiOki send documents to my accountant?