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Yokoy Invoice: PDF viewing in tabs, approval status filters, and review filters - March 2023

View invoices in a new tab, and new filters in mobile and finance review.

Written by Yokoy Team

View your invoice PDF in a separate tab

You can now view the invoice PDF in a separate browser tab. The PDF refreshes dynamically when you select different invoices.

Invoice PDF

Approvers to see approved invoice on mobile

You can now go straight to the invoices you want to check in the mobile app by filtering the invoices to approve. We‘ve added two new filters in the approvals tab that lets you see invoices by approval status:

  • In approval: Invoice needs approval

  • Approved: Invoice has already been approved

You can also view the status of your approved invoices:

  • In approval: Invoices that require more approval levels.

  • In review: Invoices that need to be checked by Finance.

  • Ready to export: Invoice has been reviewed and sent for payment.

Note: you can‘t filter by the invoice status, only view the status.

Approved Invoice

Finance review redesign and filters for suppliers

Previously, the Finance review page only contained expense filters that didn‘t work for invoices. Now in the Invoice tab, you can filter invoices by companies (legal entity and suppliers for faster processing.

Finance header

Better separation in the invoice view

We‘ve redesigned the Invoice view to make it easier for you to process invoices:

  • Separation line between the PDF view and the line items section

  • Redesigned invoice header

UX Improvements
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