Match invoices to submitters automatically
You can now find the regular expression rules to automatically assign invoices to specific users in Admin > Invoice business rules. Yokoy extracts specific information from invoices and automatically determines the corresponding invoice submitters based on information in their profile. In addition, you can check the regex pattern when setting up the string matching rule to make sure it correctly detects the right text.
Supplier import file
If you use a CSV file to import suppliers into Yokoy, you can now specify the coding type (codingType) and whether you want to use simplified line items (preferInvoiceSimplifiedLineItems).
Credit note recognition
Yokoy now recognizes credit notes uploaded manually by invoice processors. When a document is uploaded, Yokoy automatically marks any invoice with a negative total amount as a credit note. At times, suppliers may send credit notes with positive total amounts. With document classification, Yokoy can recognize these documents as credit notes.
Match PO invoices to different suppliers
At times, suppliers may send invoices for goods that are associated with a purchase order from one of the supplier’s legal entities. Until now, if you selected a PO in the invoice header, you could only see the POs for the main invoice supplier. However, you can now choose to display POs for other suppliers. To help users to choose the right PO, the supplier’s name is displayed in the Purchase order number field.
