Managing invoices
By Yokoy1 author34 articles
- Upload an invoice to YokoyAs an invoice processor or submitter, there are several ways you can upload an invoice in Yokoy.
- View uploaded invoicesAs an invoice processor, you can see all invoices for your company.
- Edit and submit an invoiceLearn how you can easily and conveniently edit and submit your invoices with the mobile or web app.
- Split an invoiceYou can create multiple invoices from one invoice by splitting the PDF pages.
- Recall or send back an invoiceSubmitters or invoice processors can recall invoices to make changes. Approvers can send back invoices to submitters for revision.
- Reject an invoice and notify a supplierSend a notification to suppliers about rejected invoices.
- View rejected invoicesOnly invoice processors can view rejected invoices for a company.
- Track an invoice during the approval processAs an invoice processor, you can track invoices across their approval process in Yokoy.
- Delete an invoice as an invoice processorNeed to eliminate a duplicated invoice? No problem, you can delete invoices that are in draft or new status.
- Move an invoice to another legal entityIf you have uploaded an invoice to the wrong company by mistake, you can easily move it to another legal entity.
- Manage invoice credit notesTo indicate a return of funds, you can create a credit note out of an invoice.
- Remind approvers to approve an invoice on an ad-hoc basisSend a quick reminders to approvers to get them to approve invoices on time.
- Using smart codingSpeed up invoice processing by automatically assigning cost objects, categories, and tags.
- Checking invoice requirementsYokoy automatically checks addresses, tax IDs, and reverse charge references, as well as duplicates when processing invoices.
- Detect specific keywords on invoicesFlag invoices that contain specific keywords with a warning and route those invoices to a separate approval flow.
- Forward an invoice to another submitterYou can forward invoices to another user in Yokoy for further validation.
- Send an invoice via emailUpload invoices in Yokoy by simply sending them to a specific invoice mailbox.
- About e-invoicesAn e-invoice is a digitally generated and transmitted document that records transaction between sellers and buyers for goods or services.
- Upload ZUGFeRD e-invoices in YokoyYokoy can process digital invoices that comply with the German ZUGFeRD and German-French Factur-X requirement.
- Upload XRechnung e-invoices in YokoyYokoy can process digital invoices that comply with the German XRechnung requirement.
- Upload a Peppol e-invoice in YokoyUpload Peppol BIS Billing 3.0 e-invoices in Yokoy by sending them directly to the invoice mailbox or uploading in the web app.
- Calculating invoice line item amountsYokoy auto-calculates specific amount fields depending on the data extracted from the invoice.
- Optimized tax rounding in invoice line itemsAdjust line item tax amounts automatically to match extracted total tax amount.
- Tax rate assignment in invoicesYokoy uses AI to automatically determine the corresponding tax rate applied to invoice line items and flags invalid tax rates.
- Currency decimal precision in invoices
- Exchange messages on an invoiceCollaborate with your colleagues by messaging another user directly from the invoice.
- Auto-submit invoicesYokoy can automatically submit uploaded invoices for specific suppliers.
- Smart line item extractionEfficiently extract and correct wrongly extracted invoice line items.
- Simplify line itemsReduce complexity by merging all unnecessary line items into a single line item.
- Code invoices automatically using regex string matchingYokoy Invoice allows you to automatically code invoices, assigning submitters, cost objects, and categories based on extracted data.
- Match a submitter with an invoice automaticallyYokoy Invoice allows you to automatically assign invoices to certain submitters using regex syntax.
- Assign categories automatically using regex string matchingYokoy Invoice allows you to automatically assign categories to invoice line items depending on a specific string pattern identified in the extracted invoice data.
- Assign cost objects automatically using regex string matchingYokoy Invoice allows you to use regex rules to automatically assign cost objects to invoice line items depending on a specific string pattern identified in the extracted invoice data.
- Viewing invoice PDFs via linkUsers can view the original invoices using a direct link to Yokoy.