š Web | š¤ Invoice processor
Only users who have been assigned the invoice processor role have access to the Invoice processor menu in Yokoy. Invoice processorĀ roles are assigned by your companyās Admin users and are specific to a single company in your organization.
As an invoice processor, you are responsible for managing invoices for your company, performing tasks such as:
Accessing all invoices in Yokoy at any stage in the approval process: draft, approval, review, export. You can monitor them across their journey in Yokoy.
Directly uploading invoices in Yokoy or import them via email.
EditingĀ and coding the content of any invoice.
Rejecting invoices or sending them back for correction to the supplier.
Importing and viewing supplier data, andĀ defining specific settings for each supplier in Yokoy.
Viewing purchase orders and goods receipts, and monitoring line item matching with the corresponding invoices.
In addition, invoice processors also may or may not be assigned specific permissions to access invoice settings, payment terms, invoice business rules, and invoice categories (i.e. GL accounts used for invoicing).
About the Invoice processor menu
Depending on your companyās configuration, the Invoice processor menu is structured into three main sections:
Invoices: Upload your own invoices as well as edit, submit, view, and monitor all invoices of your company.
Suppliers: Import and view supplier data, and define specific settings for each supplier.
Purchase orders:Ā If enabled for your company, view imported purchase orders and their associated goods receipts, and verify that they match the corresponding invoice.
š”Tip
Prefer to watch a video? Check out the Introduction to the Invoice Processor role series.