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Track an invoice during the approval process

As an invoice processor, you can track invoices across their approval process in Yokoy.

Written by Yokoy Team

šŸŒ Web šŸ“± Mobile | šŸ‘¤ Invoice processor

You can easily monitor and track invoices during the approval process in Invoice Processor > Invoices.

By using the Approvals and In reviewĀ tabs, you can specifically track invoices that currently need approval by a manager or Finance users.

TheĀ All invoicesĀ tab provides an overview of all invoices that have been captured in Yokoy for your company, including all rejected invoices.

āœļø Note

Invoices with statuses In Approval, In review, Ready for export, and Exported cannot be edited. The fields are read-only when the invoice is submitted.

As an invoice processor, you can recall an invoice at any stage in the approval process if you want to edit it.

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