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?

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