Set-up your account
By Support1 author34 articles
- How do I manage my inter-account transfers?
- How do I archive transactions on Okimia?
- How do I attach receipts to my banking transactions on Okimia?
- How do I retrieve all my receipts from Okimia to send to my accountant?
- How do I manage my inter-account transfers?
- How do I split a transaction?
- Where can I find a list of my bank transactions?
- How does Okimia update my forecast based on the latest bank transactions?
- How does the forecast work?
- How do I compare my Okimia forecast with my actual?
- How do I manage my VAT forecast on Okimia (quarterly or annual VAT)?
- How do I manage my VAT forecast on Okimia (monthly VAT)?
- I've used several methods for projecting the forecast on the same line: how do they interact with each other?
- I want to forecast my cash flow on a daily or weekly basis — how do I do this?
- How do I apply a recurring discount (as a percentage) to a line item in the forecast?
- I entered some values, but I can't find them exactly as I entered them in the dashboard: why?
- My estimated VAT calculation no longer applies to the coming months: what should I check?
- How do I manually enter an invoice (customer or supplier) in Okimia?
- How do I import invoices from an Excel / CSV file into Okimia?
- I have invoices with multiple payment dates — how do I set them up?
- How do I reconcile my invoices with my bank transactions?
- How can I improve the accuracy of invoice extraction (PDF, PNG, JPEG)?
- What is Okimia?
- I'm not receiving emails from Okimia — what should I do?
- How do I interpret the two axes of the chart?
- How do I export my dashboard data to Excel?
- I Have Accounts in Multiple Currencies — How Should I Proceed?
- How do I create custom reports in my Okimia account?
- How do I access Okimia from my smartphone?