Jana De Gieter

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Activity overview

Latest activity by Jana De Gieter
  • Jana De Gieter created an article,

    0. Intro - Manual for accountants

    With this manual, we want to help accountants get a handle on how records are configured in OkiOki. We will guide you step by step, page by page through the accountancy portal that you can access v...

  • Jana De Gieter created an article,

    6. Users of the accountancy portal

    On this screen you will see all the users of the accountancy portal, i.e. both the regular users and the administrators. Here you can manage, re-invite or delete all users. If you click on a specif...

  • Jana De Gieter created an article,

    4. List of active and inactive clients

    From your dashboard you can go to your list of active or your list of inactive clients. You can also view these lists from your menu. We'll take a closer look at both lists and tell you more about ...

  • Jana De Gieter created an article,

    2. The dashboard

    When you log into the OkiOki accountancy portal, you will be taken to the dashboard. On the dashboard, you will see an overview of the most important figures and you can also immediately click thro...

  • Jana De Gieter created an article,

    1. Access to the accountancy portal

    You can log into the accountancy portal via accountants.okioki.app. When you start using OkiOki as an accountant, we first give the office administrator access to the accountancy portal. From then ...

  • Jana De Gieter created an article,

    3. General settings of the accountancy portal

    If you go to your menu in the accountancy portal, you can click on 'Settings'. In this screen you can specify a lot of useful settings for your portal and your clients. We will go through them brie...

  • Jana De Gieter created an article,

    Integration with Bob Demat Module

    OkiOki integrates with BOB through the BOB Demat module. This module allows BOB to read the OkiOki UBL files. OkiOki will put all UBL files on the file server of the office via an FTP connection. T...

  • Jana De Gieter created an article,

    What VAT rates can I use on my invoice?

    When you create an invoice, you can choose the VAT rate for each product or service you add. Let's go over the possible VAT rates: In addition to the standard Belgian VAT rate of 21%, the reduced r...

  • Jana De Gieter created an article,

    Structuring your invoice with invoice lines

    When you create an invoice with the OkiOki app, you can structure it using invoice lines. After entering some general information and selecting a customer, you can start structuring your invoice. B...

  • Jana De Gieter created an article,

    How does OkiOki integrate with Basecone?

    OkiOki integrates with Basecone via an API, to allow easy transfer of documents to the accounting software. To set up this integration you first go through some steps on the Basecone portal and the...