Knowledgebase

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Knowledgebase

Key User Guide

Key User Guide

Learn to Dooap! Find instructions from basic functions to configurations, with guides and resolutions to keep things running smoothly.

Logging into Dooap

Dooap Status

Resetting Multi-Factor Authentication (MFA)

Getting Started: Basic Functions

Language Options

Invoices in the Handling View

Filtering and Sorting Invoices

Action Buttons In the Handling View

Choosing Visible Columns

Search Function

Navigating Between Tenants

Dooap Terminology

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Importing Invoices: Process and Configurations

Dooap Capture

Importing Invoices

Invoice Import Header Mappings

Company Recognition in Invoice Import

Vendor Recognition in Invoice Import

Vendor Is Not Visible in Dooap

Receiving Invoices from New Vendors

Bank Account Validation

Manually Added Invoice Not Appearing in Dooap

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Invoice Handling: Features and Functions

Invoice Document Handling

Invoice Statuses

Invoice Header Fields

Customizing Invoice Header Fields

Remittance Address Header Field

Remittance Address Validation

Splitting the Invoice into Multiple Invoices

Copying Invoices

Adding Comments to Invoices

Putting Invoices On Hold

Deleting & Archiving Invoices

Invoice History and Audit Trail

Recurring Invoices

Security Class Invoices

Automating Vendor Verification in the Finnish Tax Register

Payment Reference Number Validation (Finland Only)

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Non-PO Invoices: Coding

Adding, Editing and Deleting Ledger Coding Lines

Copying Coding Lines From Excel

Coding from Invoice XML

Automating Coding with Machine Learning

Coding Defaults from D365 to Dooap

Project Coding for Non-PO Invoices

Contracts

Self-Billing: Payment requests

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PO Invoices: Matching

Matching of PO Invoices

Copying PO or PR Numbers from Excel

Miscellaneous Charges

Third-Party Vendor Freight Charges

Accounting Distributions for Procurement Categories

Improving Automated Processing of PO Invoices

Difference Between Line Total and Invoice Total

Matching Quantity Is 0 Or Negative

PO or PR Is Not Available for Matching

Accounting Distributions Matching Error

Warning: "The Invoice Amount Tolerance is Too High in Dooap and D365"

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Workflow Management

Workflow Management

Workflow Presets

Workflow Preset Management

Importing Approval Limits from D365 to Dooap

Supported Currencies for Workflow and Approval Limit Conversion

Dimension-Based Approval

Automating the AP Step

Automating Workflow Management with Machine Learning

Delegation Management

Integrating D365 Position Hierarchy into Workflow

Approver Not Selectable to the Workflow

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Invoice Approval Process

Approving an Invoice

Invoices Pending Approval Email Notification

Automating the Approval of Non-PO Invoices

Sharing an Invoice as FYI

Issues Approving an Invoice

Already Approved Invoices

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Transferring Invoices to Payment

Transferring Invoices to Payment

Payment Details on Invoices

Automatic Transfer To Payment

Retransferring Invoices from Dooap to D365

Invoices Stuck in Transfer to Payment

Issue Transferring an Invoice: Map Error Message

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Admin Tools & Settings

Company-Level Settings

Adding New Companies

Vendor Management

Managing Vendor-Specific Approval Settings

Invoice Type Management

User Management

Adding New Users

User Role Management

Validation Rules Management

AX Import Management

User Group Management

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Dooap in D365

Dooap Module and Workspace in D365/AX2012

Opening the Invoice Image in D365

Dooap Invoice Image Button not Working or Missing from D365

Vertex Integration: Optimizing Tax Compliance

PBI Fastclose Report in Month-end Closing Accruals

Custom Excel Templates and Excel Dimension Structure in D365

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Errors: Cause and Resolution

Error: "AX Returned a Non-Success Result TooManyRequests"

Error: "AX Returned a Non-Success Result Bad Gateway"

Error: "AX Returned a Non-Success Result Forbidden"

Error: "403 - This Web App is Stopped"

Error: "What Went Wrong"

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