Invoice preview URL
Users can view original invoices using a direct URL. Access is restricted by role. In other words, only users who have access to the invoice in Yokoy can view the invoice preview using these links. However, you can grant additional access to other users as required.
Single-user editing for invoices
To avoid conflicting changes in invoices, only one user can edit an invoice at a time. When a user is actively editing an invoice, other users with edit access can only open it in read-only mode.
Actions that count as editing include clicking into editable header or line-item fields, dismissing notifications, opening PO matching, using toolbar actions (forward, split, delete), or adding documents. Viewing-only actions that don’t lock the invoice for editing include scrolling, switching invoices, resizing or selecting columns, messaging, navigating tabs, or using the PDF viewer.
The lock on the invoice is released when the user editing the invoice saves or closes the invoice, or is inactive for 15 minutes; any unsaved changes are lost.
Assign invoice cost objects and categories using regex rules
You can now automatically assign cost objects and categories to invoice line items based on the information extracted from the invoice. Yokoy extracts specific information from invoices and automatically determines the corresponding cost object and/or category to assign to all line items.