In Yuki, submitted documents are processed automatically as much as possible. For example, in addition to scanned documents, pdf, Office files and UBL/XML invoices can also be processed automatically.
Automatic document processing occurs in the process called Intelligent Document Recognition (IDR). This process can classify, index, process and validate documents. This intelligence is the basis for YUKI RA, or YUKI Robotic Accounting.
ATTENTION!
The moment one or more of the 'Contact', 'Invoice date', 'Reference', 'Total amount' or 'VAT amount' fields of an invoice is not recognized by the IDR this will be a trigger to forward the document to Maximum Recognition.
However, maximum recognition is only available when a user with the 'Portal Administrator' role has activated this for the domain in which the documents are processed.
To improve document recognition even further, OCR can also be used in Yuki. OCR stands for Optical Character Recognition.
On the basis of this recognized data, the document type and contact of a document are determined, among other things. This does not always produce the desired result. To further improve the automatic processing rate, it is possible to create local OCR recognition rules in a domain.
Only a user with the 'Back office' role in a domain can create local OCR recognition rules.
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