Skip to main content
OkiOki Help Centre home page
Submit a request
Sign in
  1. OkiOki
  2. OkiOki for accountants

OkiOki for accountants

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
See all 8 articles

Frequently asked questions

  • 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?
  • When does OkiOki send the entrepreneur's documents to the accounting software?
  • What if a customer already has an OkiOki account?
  • What if my client uses the same email address for multiple enterprises?
See all 8 articles
OkiOki
Français (Belgique) Nederlands (België)
Powered by Zendesk