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Yokoy Invoice: Tax calculation improvements, supporting documents via email, and supplier check – August 2024

Upload invoices and supporting documents via email and check supplier matches PO supplier.

Written by Yokoy Team

Improved tax handling

We've been working to improve the precision with which Yokoy handles tax calculation in invoices in different scenarios such as tax only line items or smart coding based on default supplier configuration.

Invoice line items now display the tax amount, as well as the tax rate. Yokoy automatically adjusts net, gross and/or tax amounts where different tax rates are selected or where net or gross amounts are adjusted manually.

A screenshot of a computer

Description automatically generated

Previously you could only bulk edit the tax rate in Non-PO invoices. Now you can also edit the tax rate in multiple line items in PO invoices.

Attachments in invoices uploaded via email

Yokoy now processes Word, Excel, and CSV attachments sent to the invoice mailbox as supporting documents. Any documents (DOC, DOCX), spreadsheets (XLS, XLS), or CSV files attached in the email, in addition to the invoice in PDF format, in the email are uploaded to the Documents tab.

Invoice requirements for PO invoices

Yokoy now displays a warning where the invoice supplier does not match the supplier indicated on the purchase order.

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