Process invoices faster with smart coding for tags
When a new invoice is received or uploaded, Yokoy can suggest applicable tags based on historical submissions. You can enable smart coding for a legal entity and for specific suppliers. With this update, tags are also suggested based on your previous submissions, helping to reduce your invoice processing time.
Enter dates manually
Invoice dates can be manually entered by typing instead of using the calendar picker. What’s more, it doesn’t matter if you add periods or spaces between the month, day, and year - Yokoy can handle it!
Quickly copy line items
Yokoy lets you copy line items, including all data so you can enter similar line items quickly. Line items linked to a PO cannot be copied.
Supplier page redesign
Suppliers are a core part of Yokoy Invoice. Finance users need to be able to find all the information that they need at the right time.
The Suppliers page has been redesigned to make it easier to find relevant information in a tab view:
Supplier details: see all the basic information of the supplier clearly. You can also now add your own custom fields as required.
Invoices: View all the invoices associated with the supplier.
Settings: Set up default cost objects, categories, approvers and payment terms for a specific supplier. Choose your preferred aggregation view: either all line items or aggregation per tax code.
The Supplier page also has a new chart that displays the invoice amount in approval, in review, and ready for export. This gives finance users a first insight into where invoices are stuck in the process, i.e. if the majority the invoices from the supplier are in draft, in approval or ready to be exported.