Yokoy Invoice: Line item improvements, trigger auto-match and optimize tax rounding – September 2025

You can now customize your view of invoice line items by resizing the width of each column. Simply hover your cursor over the right border of any column until the column separator appears, then click and drag to adjust the width. This allows you to display more or less information when processing non-PO invoices and PO invoices.

You can now use the tab key to switch between active line item columns such as category, cost object, etc. Once selected, just start typing to find the relevant category and then press tab again to jump to the next column. You can use the up and down arrows to switch between invoice line items.

For PO invoices, the order of the PO line item columns has been switched around to match those for invoice line items. The first three columns in the invoice line item and PO line tables are status, description, and PO number.

When matching multiple invoice line items to PO line items, the Invoice matcher window stays open. You can then select the next invoice line item and choose the corresponding PO line item without leaving the window.

By default, Yokoy tries to automatically match PO line items to invoice line items when you upload an invoice or select a new PO number in the invoice header. However, you can now manually trigger auto-matching for PO line items, if required.

You can now activate a new formal check that flags any invoices where the invoice due date differs to the payment term specified on the purchase order.

If you validate purchase order and goods receipt against invoice data, Yokoy can perform several factual checks to compare key data in the invoice against the original purchase order and goods receipt data. It can highlight where PO line item amounts don’t match invoice line item amounts and notify invoice processors when pending goods receipt quantities have been received.

At times, there may be differences between extract tax amounts and adjusted amounts that result in tax amount rounding discrepancies. You can now correct this by manually triggering optimized rounding.

For PDFs that are classified as credit notes, Yokoy performs a number of checks to ensure that the resulting invoice is created with correct data for credit notes (i.e. positive or negative values).