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
- 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?
- When does OkiOki send the entrepreneur's documents to the accounting software?