🌐 Web | 👤 Invoice processor, Admin with Invoice settings & Supplier permissions
With smart coding, Yokoy can automatically assign invoices to the corresponding cost object, category, and payment method for a specific supplier.
You can enable smart coding by:
legal entity
supplier
Enable smart coding for a legal entity
To enable smart coding for a legal entity, go to Admin > Invoice settings and select Enable smart coding for this legal entity.
When this flag is on, Yokoy applies to ALL suppliers of that legal entity. If you want to turn it off for the whole legal entity, you can unselect the checkbox.
🚧 Caution
When you set up Yokoy for the first time, smart coding is turned off for the legal entity. If you turn it on, it applies it to ALL invoices across the company (legal entity). Smart coding is not enabled at supplier level.
If you want to turn it off for a specific supplier, you can do so by selecting a different coding type on the supplier.
Enable smart coding for a supplier
To enable smart coding for a specific supplier, go to the Supplier settings (Invoice Processor > Suppliers). Select the specific supplier and click the Settings tab.
In the Coding type dropdown, there are three options:
Option | Description |
Smart coding | If selected, Yokoy tries to smart-code the invoice for that supplier. |
Default supplier coding | If selected, Yokoy picks the default cost object and category that the user has set up on the supplier. |
Adopt entity coding | If this option is selected, Yokoy follows whatever logic is present on the legal entity. |
✏️ Note
If you enable smart coding at the supplier level, it is always used for that supplier even if smart coding is disabled for the legal entity.