🌐 Web 📱 Mobile | 👤 Submitter, Invoice processor
By default, Yokoy assigns an invoice to the person who originally uploaded the invoice.
However, you can change the invoice submitter in two ways:
Forward invoices: By clicking the Forward button (➡️) in the Actions toolbar for a specific invoice or selecting multiple invoices in the Invoice inbox and clicking Forward.
Change a submitter: By selecting another user in the Submitter field.
Invoice processors and Finance users can always forward an invoice, changing the submitter. Submitters may or may not be able to forward invoices to another user depending on the company settings.
Forwarding an invoice
When you click Forward, a popup window appears in which you can specify whether you want to add another submitter (in addition to yourself), or reassign the invoice to someone else, replacing all existing submitters.
If you enter a comment, the selected user receives an email notification that they have been assigned to the invoice.
✏️ Note
You can only forward an invoice to another user when the invoice has the New, Draft, or Needs revision status.
Changing the submitter
You can select one or multiple submitters in the Submitter field.
When you click Save or Submit, the popup window appears in which you can send this invoice to the new submitter.
To notify the user, enter a comment and click Confirm. Otherwise, if you don't want to inform the new submitter, click Don‘t notify.
The new submitter receives an email that includes details of the invoice (invoice number, supplier, amount, and PO number), the comments entered previously, and a link that directs them to the invoice in Yokoy.
Alternatively, new submitters can view the invoice in My tasks > Invoices and Submitter > Invoices.