[{"data":1,"prerenderedAt":593},["ShallowReactive",2],{"\u002Fnext\u002Fdemarrer\u002Fchecklist-30-jours":3,"section:\u002Fnext\u002Fdemarrer\u002Fchecklist-30-jours":592},{"id":4,"title":5,"body":6,"description":581,"extension":582,"meta":583,"navigation":584,"path":588,"seo":589,"stem":590,"__hash__":591},"docs\u002F2.next\u002F1.demarrer\u002F11.checklist-30-jours.md","Checklist des 30 premiers jours",{"type":7,"value":8,"toc":570},"minimark",[9,13,23,26,31,178,182,273,277,378,382,467,471,546,550],[10,11,5],"h1",{"id":12},"checklist-des-30-premiers-jours",[14,15,16,17,22],"p",{},"Cette page résume tout le guide ",[18,19,21],"a",{"href":20},"\u002Fnext\u002Fdemarrer","Démarrer avec Dokos"," en une liste de contrôle. Imprimez-la et cochez chaque ligne. L'ordre des semaines compte : chaque semaine s'appuie sur la précédente.",[14,24,25],{},"Responsable : _______________________ Date de début : ____ \u002F ____ \u002F ________",[27,28,30],"h2",{"id":29},"semaine-1-structurer","Semaine 1 — Structurer",[32,33,34,51],"table",{},[35,36,37],"thead",{},[38,39,40,45,48],"tr",{},[41,42,44],"th",{"align":43},"center","Fait",[41,46,47],{},"Tâche",[41,49,50],{},"Page",[52,53,54,69,80,92,104,116,128,140,152,165],"tbody",{},[38,55,56,60,63],{},[57,58,59],"td",{"align":43},"☐",[57,61,62],{},"Lancer l'assistant de configuration : langue, pays, devise, compte administrateur",[57,64,65],{},[18,66,68],{"href":67},"\u002Fnext\u002Fdemarrer\u002Fstructurer","Structurer, étape 1",[38,70,71,73,76],{},[57,72,59],{"align":43},[57,74,75],{},"Saisir la société : nom, abréviation, SIREN, plan comptable, début d'exercice",[57,77,78],{},[18,79,68],{"href":67},[38,81,82,84,87],{},[57,83,59],{"align":43},[57,85,86],{},"Compléter la fiche Société : numéro de TVA, comptes par défaut",[57,88,89],{},[18,90,91],{"href":67},"Structurer, étape 2",[38,93,94,96,99],{},[57,95,59],{"align":43},[57,97,98],{},"Contrôler l'exercice fiscal",[57,100,101],{},[18,102,103],{"href":67},"Structurer, étape 3",[38,105,106,108,111],{},[57,107,59],{"align":43},[57,109,110],{},"Créer les utilisateurs et leur attribuer des rôles",[57,112,113],{},[18,114,115],{"href":67},"Structurer, étape 4",[38,117,118,120,123],{},[57,119,59],{"align":43},[57,121,122],{},"Régler les paramètres des ventes et des achats",[57,124,125],{},[18,126,127],{"href":67},"Structurer, étape 5",[38,129,130,132,135],{},[57,131,59],{"align":43},[57,133,134],{},"Importer ou créer articles, clients et fournisseurs",[57,136,137],{},[18,138,139],{"href":67},"Structurer, étape 6",[38,141,142,144,147],{},[57,143,59],{"align":43},[57,145,146],{},"Choisir les masques de numérotation, avant toute facture",[57,148,149],{},[18,150,151],{"href":67},"Structurer, étape 7",[38,153,154,156,159],{},[57,155,59],{"align":43},[57,157,158],{},"Réunion de démarrage avec l'expert-comptable : plan comptable, journaux",[57,160,161],{},[18,162,164],{"href":163},"\u002Fnext\u002Fdemarrer\u002Ftravailler-avec-son-expert-comptable","Travailler avec son expert-comptable",[38,166,167,169,172],{},[57,168,59],{"align":43},[57,170,171],{},"Si reprise d'historique : importer le FEC de l'ancien logiciel",[57,173,174],{},[18,175,177],{"href":176},"\u002Fnext\u002Fdokos\u002Fcomptabilite\u002Fimport-fec","Import FEC",[27,179,181],{"id":180},"semaine-2-vendre-acheter-tva","Semaine 2 — Vendre, acheter, TVA",[32,183,184,194],{},[35,185,186],{},[38,187,188,190,192],{},[41,189,44],{"align":43},[41,191,47],{},[41,193,50],{},[52,195,196,209,222,234,247,260],{},[38,197,198,200,203],{},[57,199,59],{"align":43},[57,201,202],{},"Créer les conditions de paiement et les affecter aux clients",[57,204,205],{},[18,206,208],{"href":207},"\u002Fnext\u002Fdemarrer\u002Fvendre","Vendre, étape 1",[38,210,211,213,216],{},[57,212,59],{"align":43},[57,214,215],{},"Configurer la TVA selon vos opérations (taux, catégories, export)",[57,217,218],{},[18,219,221],{"href":220},"\u002Fnext\u002Fdemarrer\u002Ftva-et-taxes","TVA et taxes",[38,223,224,226,229],{},[57,225,59],{"align":43},[57,227,228],{},"Faire une vente test complète : devis, commande, livraison, facture, paiement",[57,230,231],{},[18,232,233],{"href":207},"Vendre",[38,235,236,238,241],{},[57,237,59],{"align":43},[57,239,240],{},"Faire un achat test complet : commande, réception, facture, paiement",[57,242,243],{},[18,244,246],{"href":245},"\u002Fnext\u002Fdemarrer\u002Facheter","Acheter",[38,248,249,251,254],{},[57,250,59],{"align":43},[57,252,253],{},"Personnaliser le format d'impression des devis et factures",[57,255,256],{},[18,257,259],{"href":258},"\u002Fnext\u002Fdokos\u002Fgeneralites\u002Fimpression-et-pdf","Impression et PDF",[38,261,262,264,267],{},[57,263,59],{"align":43},[57,265,266],{},"Décider avec le cabinet du sort des documents de test (annulation, ou tests faits sur un site de test)",[57,268,269],{},[18,270,272],{"href":271},"\u002Fnext\u002Fadministrer","Héberger et administrer",[27,274,276],{"id":275},"semaine-3-comptabilité-et-connexions","Semaine 3 — Comptabilité et connexions",[32,278,279,289],{},[35,280,281],{},[38,282,283,285,287],{},[41,284,44],{"align":43},[41,286,47],{},[41,288,50],{},[52,290,291,304,317,330,341,354,366],{},[38,292,293,295,298],{},[57,294,59],{"align":43},[57,296,297],{},"Vérifier les journaux et les options de journal unique",[57,299,300],{},[18,301,303],{"href":302},"\u002Fnext\u002Fdemarrer\u002Ftenir-la-comptabilite","Tenir la comptabilité",[38,305,306,308,311],{},[57,307,59],{"align":43},[57,309,310],{},"Créer le compte bancaire et connecter la banque",[57,312,313],{},[18,314,316],{"href":315},"\u002Fnext\u002Fdemarrer\u002Fconnecter","Connecter, Banque",[38,318,319,321,324],{},[57,320,59],{"align":43},[57,322,323],{},"Faire un premier rapprochement bancaire",[57,325,326],{},[18,327,329],{"href":328},"\u002Fnext\u002Fdokos\u002Fcomptabilite\u002Fnouveau-module-bancaire","Nouveau module bancaire",[38,331,332,334,337],{},[57,333,59],{"align":43},[57,335,336],{},"Lettrer les paiements non alloués",[57,338,339],{},[18,340,303],{"href":302},[38,342,343,345,348],{},[57,344,59],{"align":43},[57,346,347],{},"Inscrire la société sur une plateforme agréée de facturation électronique",[57,349,350],{},[18,351,353],{"href":352},"\u002Fnext\u002Fdemarrer\u002Ffacturation-electronique","Facturation électronique",[38,355,356,358,361],{},[57,357,59],{"align":43},[57,359,360],{},"Créer l'accès du cabinet comptable",[57,362,363],{},[18,364,365],{"href":163},"Travailler avec son expert-comptable, étape 2",[38,367,368,370,373],{},[57,369,59],{"align":43},[57,371,372],{},"Activer les paiements en ligne, si besoin",[57,374,375],{},[18,376,377],{"href":315},"Connecter, Paiements en ligne",[27,379,381],{"id":380},"semaine-4-piloter-et-automatiser","Semaine 4 — Piloter et automatiser",[32,383,384,394],{},[35,385,386],{},[38,387,388,390,392],{},[41,389,44],{"align":43},[41,391,47],{},[41,393,50],{},[52,395,396,409,420,431,444,455],{},[38,397,398,400,403],{},[57,399,59],{"align":43},[57,401,402],{},"Définir la routine de rapports de chaque utilisateur",[57,404,405],{},[18,406,408],{"href":407},"\u002Fnext\u002Fdemarrer\u002Fpiloter","Piloter",[38,410,411,413,416],{},[57,412,59],{"align":43},[57,414,415],{},"Programmer l'envoi par e-mail des rapports clés",[57,417,418],{},[18,419,408],{"href":407},[38,421,422,424,427],{},[57,423,59],{"align":43},[57,425,426],{},"Renseigner l'objectif de vente mensuel",[57,428,429],{},[18,430,408],{"href":407},[38,432,433,435,438],{},[57,434,59],{"align":43},[57,436,437],{},"Créer la notification de rappel des factures échues",[57,439,440],{},[18,441,443],{"href":442},"\u002Fnext\u002Fdemarrer\u002Fautomatiser","Automatiser",[38,445,446,448,451],{},[57,447,59],{"align":43},[57,449,450],{},"Créer les règles d'attribution et, si besoin, un circuit de validation",[57,452,453],{},[18,454,443],{"href":442},[38,456,457,459,462],{},[57,458,59],{"align":43},[57,460,461],{},"Créer les utilisateurs API des outils externes",[57,463,464],{},[18,465,466],{"href":315},"Connecter",[27,468,470],{"id":469},"jour-30-premier-mois-clos","Jour 30 — Premier mois clos",[32,472,473,483],{},[35,474,475],{},[38,476,477,479,481],{},[41,478,44],{"align":43},[41,480,47],{},[41,482,50],{},[52,484,485,498,510,522,533],{},[38,486,487,489,492],{},[57,488,59],{"align":43},[57,490,491],{},"Contrôler la balance générale du mois",[57,493,494],{},[18,495,497],{"href":496},"\u002Fnext\u002Fdokos\u002Fcomptabilite\u002Frapports\u002Fbalance-generale","Balance générale",[38,499,500,502,505],{},[57,501,59],{"align":43},[57,503,504],{},"Exporter le FEC du mois et l'envoyer au cabinet",[57,506,507],{},[18,508,509],{"href":163},"Travailler avec son expert-comptable, étape 3",[38,511,512,514,517],{},[57,513,59],{"align":43},[57,515,516],{},"Saisir les écritures d'opérations diverses du cabinet",[57,518,519],{},[18,520,521],{"href":163},"Travailler avec son expert-comptable, étape 5",[38,523,524,526,529],{},[57,525,59],{"align":43},[57,527,528],{},"Fermer la période comptable du mois",[57,530,531],{},[18,532,303],{"href":302},[38,534,535,537,540],{},[57,536,59],{"align":43},[57,538,539],{},"Faire le point avec les utilisateurs : questions, droits manquants",[57,541,542],{},[18,543,545],{"href":544},"\u002Fnext\u002Fdokos\u002Fparametrage\u002Fdemarrage\u002Futilisateurs-et-autorisations","Utilisateurs, rôles et autorisations",[27,547,549],{"id":548},"ensuite-chaque-mois","Ensuite, chaque mois",[551,552,553,557,560,563],"ul",{},[554,555,556],"li",{},"Rapprocher la banque et lettrer les tiers.",[554,558,559],{},"Exporter le FEC et l'envoyer au cabinet.",[554,561,562],{},"Fermer la période.",[554,564,565,566,569],{},"Une fois par an : préparer la clôture avec le cabinet (",[18,567,568],{"href":163},"étape 6",").",{"title":571,"searchDepth":572,"depth":573,"links":574},"",1,2,[575,576,577,578,579,580],{"id":29,"depth":573,"text":30},{"id":180,"depth":573,"text":181},{"id":275,"depth":573,"text":276},{"id":380,"depth":573,"text":381},{"id":469,"depth":573,"text":470},{"id":548,"depth":573,"text":549},"La liste des tâches de mise en place de Dokos, semaine par semaine, avec un lien vers chaque étape. À imprimer et à cocher.","md",{"reviewed":584,"last_verified":585,"sources":586},true,"2026-10-29",[587],"content\u002F2.next\u002F1.demarrer","\u002Fnext\u002Fdemarrer\u002Fchecklist-30-jours",{"title":5,"description":581},"2.next\u002F1.demarrer\u002F11.checklist-30-jours","Mz_bFeNyVwt3RF2CTcaUndxLWQ2pn3G-JUUMGLERjnU",{},1793871723340]