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Yokoy Invoice: Dismissed notifications, recipient email for invoice upload, advanced tax components – October 2024

Track when and who dismissed invoice warnings, and forward invoices by adding or reassigning to another user.

Written by Yokoy Team

Dismissed warnings in history

Yokoy now displays any dismissed notifications in the invoice history. When submitters, invoice processors, finance users dismiss an invoice requirement notification such as customer tax ID mismatch, the action is logged in the invoice‘s history.

Recipient email for uploading invoices

Yokoy now accepts invoices from case-insensitive emails. Previously, the recipient email had to exactly match the mail inbox configured in the invoice settings. Now, the case is not taken into account when processing new invoices.

Forwarding invoices

When forwarding invoices to other submitters, you can choose whether you want to add another user or reassign another user as submitter directly.

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Upload date in Analytics

You can now select the invoice upload date as a data field when generating reports in Analytics.

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Advanced tax components

Often companies need to process invoices that contain taxes other than basic sales taxes, such as self-assessed taxes, recoverable or non-recoverable. With Yokoy Invoice, you can now process invoices contains complex tax scenarios using advanced tax components.

✏️ Note
Currently this feature is only supported by the Yokoy API. Other integrations do not support these tax components.

Restrict cost objects to specific users

Customers with Professional and Enterprise plans can now choose to restrict cost object visibility, strengthening controls, providing more flexibility, and improving the allocation of invoices to the correct cost object.

In the past, cost objects were visible to all users or only to finance users. Now, cost object visibility can be restricted to a select list of users. This means that companies can restrict what submitters can see, improving controls, and minimizing the risk of submitters selecting the incorrect cost object.

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