Forward an invoice to another invoice submitter
We‘ve enhanced the process of forwarding invoices to other invoice submitters. You can now click a forward arrow icon in the header of the invoice overview to send an invoice to another user. You can specify the name of the alternate invoice submitter and include any necessary comments. The chosen invoice submitter receives an email notification to access the invoice. Optimize your workflow by streamlining the invoice submission process.
Mandatory VAT for individual invoice supplier categories
Yokoy admins can now set the VAT field for invoice categories (i.e. GL accounts) as mandatory. This means that invoice processors must select a corresponding VAT rate for line items in invoices with that category. This feature is particularly useful if your ERP requires an invoice to be posted with all VAT fields completed.
To set VAT as mandatory for an invoice category, go to Admin > Categories (Invoices), select the category where you want to force mandatory VAT, and then select the Tax field is mandatory for this category checkbox and click Save.
Custom line items and all approvers analytics fields
You can now create reports with the new parameters Custom line items and All approvers in Analytics. For example, you can now create a report showing all the approvers who approved documents.
Units of measurement in invoice line items
You can now view the unit of measurement of your line items. For example, kilograms, pieces, liters. You can turn on the column by selecting the Columns icon (three dots) and select the unit checkbox.
