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
Frequently asked questions
- 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?
- Integration with Bob Demat Module