Yokoy Invoice: Delegate-approved invoices and invoice message filters – June 2025

Previously, when invoices were approved by a delegate, managers could not view these invoices as the manager was not logged as the invoice approver, rather the delegate only. Now if an invoice is approved by another user on behalf of a manager, managers can still view them in Manager > Search.

Note: This only applies to invoices approved by delegates from June 2025.

It’s now easier to find invoices that require follow-up by using filters for invoice messages. You can filter invoices in the invoice tables to display only invoices with at least one invoice message and that mention a specific user. These filters can be used in conjunction to refine your search. For example, you can filter invoices that contain a message left by you and that contain at least one message where Alex Perez is mentioned.

Invoice admins can now determine which fields are used to check whether a duplicate invoice has been uploaded to Yokoy. By default, Yokoy uses the currency, invoice date, total amount, invoice amount, and supplier fields to determine whether invoices are identical. However, you can now choose which ones are relevant. As before, you can choose whether duplicate notifications are dismissible or not.

Zero-touch invoice processing is a step closer with auto-submit. Supplier invoices can be automatically submitted for approval when uploaded, provided they haven’t been flagged by Yokoy as containing warnings, errors, or missing mandatory data. Admins can configure auto-submit behavior by company and/or supplier, determining which invoice types can be automatically submitted and setting a threshold over which invoices must be manually submitted by submitters and invoice processors.

Users can now filter invoices by cost object, displaying only invoices that contain line items assigned to the selected cost object(s).

Invoice processors and submitters can now trigger automatic 2-way or 3-way matching for selected line items.