Setting up Yokoy Invoice
By Yokoy1 author11 articles
Set up keyword detection rules for invoicesUpload a list of keywords that you want to flag in invoices and perform a specific action.
Set up smart codingLet Yokoy's AI automatically detect and code your supplier invoices.
Configure invoice checks and dismissibilityAutomatically check and flag any potential issues in invoices and determine which user roles can dismiss any notifications.
Configure submitter actions for invoicesDetermine the actions such as uploading, editing or forwarding invoices that submitters can perform on invoices.
Set up advanced tax rates for invoicesManage self-assessed and recoverable taxes in Yokoy with advanced tax rate components.
Set up PO matching tolerancesControl overspending by setting up tolerances for deviations between PO and invoice line items.
Set up the Yokoy invoice inbox for receiving invoicesConfigure the email address to which suppliers can sent invoices for uploading directly in Yokoy.
Manage units of measurement for PO invoicesIf units of measurement vary between invoice line items and PO line items, you can configure Yokoy to always take the units from the PO.
Set up editing permissions for invoicesDetermine who can edit invoices according to the status in Yokoy.
Add supporting documents to invoices as a managerAllow approvers and managers to additional information to invoices in approval.
Configure manager actions for invoicesBy default, managers can edit invoices sent for approval. However, you can restrict editing, if required.