Highlight extracted invoice data
Checking and cross-referencing the original invoice data with extracted data is now easier. You can quickly identify the data extracted by Yokoy's AI from the invoice PDF file in the PDF view. Yokoy highlights key data in the PDF view. When you click on these highlighted areas, you are automatically brought directly to the corresponding field in the form. Alternatively, if you click on the form field, Yokoy displays the corresponding information in the PDF view.
Invoice formal and statutory checks
Yokoy performs a number of formal checks (duplicates, payment information, currency mismatches) on all invoices processed. In addition, Yokoy can check for statutory requirements on invoices such as supplier and customer tax IDs, supplier and customer addresses, VIES validity, and reverse charge references.
You can now choose which checks you want to activate for your company in Admin > Invoice business rules, Formal checks.
✏️ Note
You can now find the statutory requirements in Admin > Invoice business rules (previously found in Invoice settings).
Prevent finance users from exporting invoices manually
As Yokoy Admin, you can now prevent finance users from manually exporting invoices if you already have set up an automatic export job using an API-based or file-based integration.
This means that Finance users only see the Back to review button in the Export screen if they select several invoices or access the Invoice detail view.
Invoices pending approval
Managers and approvers can now view the invoices pending their approval directly in Manager > Search.
Invoice approvers can now search for invoices that they need to approve by adding a new filter Current approver and selecting their name.
By clicking on the invoice to view the detail, they can click Approve.
History always visible in Pagero integration
The synchronization history is always visible regardless of whether the integration is active or paused. Previously, the history was only shown when the user had correctly authenticated with Pagero.
PO supplier
For certain suppliers, a purchase order is always required when making purchases. Yokoy lets you flag the supplier as a PO supplier. This means that whenever Yokoy processes invoices for that supplier, it always expects at least one PO number for the invoice. Where the company has auto-matching enabled for POs, you can choose to trigger auto-matching even if the PO number is not found on the invoice. Previously, auto-matching could only be performed if the invoice contained the PO number.