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  1. OkiOki
  2. OkiOki for accountants

OkiOki for accountants

Integration (accounting software)

  • How does OkiOki integrate with the accountancy software Octopus?
  • How does OkiOki integrate with Basecone?
  • Which accounting packages does OkiOki integrate with and how does she do it?

Peppol

  • How can I manually authenticate users for the Peppol network?

Manual for accountants

  • 0. Intro - Manual for accountants
  • 1. Access to the accountancy portal
  • 2. The dashboard
  • 3. General settings of the accountancy portal
  • 3. Adding a client to the OkiOki portal
  • 4. List of active and inactive clients
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Frequently asked questions

  • Why are no CODA files generated for an account when there are transactions?
  • In some dossiers with a BNP Paribas Fortis account, the transaction amounts in the CODA+ files are not correct. Why is this?
  • What should I do with an inactive customer with status "onboarding started" ?
  • If OkiOki doesn't reconcile bank transactions anymore in the modus "Delivery of documents only", why do we still need a todo list?
  • How can I create a Clearfacts API token?
  • How can I receive my clients' CODA files?
See all 10 articles
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