Yokoy Invoice: One-time suppliers, ad-hoc reminders, and attachments – May 2023

For Yokoy integrations with SAP, you can now process an invoice in Yokoy from a one-time supplier without creating a supplier master data record in your ERP system. You can manually add the supplier data during invoice processing. The supplier data is saved in the invoice in Yokoy and does not trigger the creation of a supplier record in SAP. This gives you more flexibility when processing your invoices in Yokoy.

For greater visibility into the origin of invoices in Yokoy when uploading invoices via email, you can automatically attach the email body in PDF format in the Documents tab.

You can activate this by going to Admin > Invoice settings, under Workflows, select the Automatically attach the email body as attachment checkbox.

To help reduce your invoice approval time, you can send ad-hoc reminders to invoice approvers. Go to Invoice processor > Invoices, select an invoice, and click Send reminder to send the reminder to the invoice’s approvers.

As a finance user or an invoice processor, you can now see potential duplicates directly on the invoice. You can click View to open a read-only version of the duplicate invoice.

Finance users can search for invoices in the Finance view by going to Finance > Search. You can search by Yokoy ID, filter by submitter, supplier, and legal entity.

To give you more possibilities to perform analytics, we have introduced multiple new data fields including net amounts, tax codes, tax amounts, and workflow timestamp actions (approval data, finance review, warnings, errors, invoice URLs).