In Yuki submitted documents will be processed automatically as much as possible. Besides scanned documents, also PDF, Office files and UBL/XML invoices can be processed automatically.
The automatic document processing takes place during the socalled Intelligent Document Recognition (IDR) process. This process can classify, index, process and validate documents. This intelligence provides the basis for YUKI RA i.e. YUKI Robotic Accounting.
Only an user with the 'Portal administrator' or 'Portal back office' role can view the IDR details.
The following screen is opened:
The status of a job that consists of the recognition and processing of a document by the IDR and/or Maximum Recognition.
Classification and default values
Classification is the accurate recognition of the document type that has been submitted. The document type can be, for example, a purchase invoice, bank statement, pay slip, etc.
In addition, the result of the centrally (portal) and locally (domain) created processing rules that are applicable on the invoice is shown of the document type 'Purchase invoice'.
The indexing of a document consists of the dissection of a document and the recognition of specific fields in a document. This might include for example the recognition of a total amount from an invoice or the contact details of a supplier of an invoice.
Automatic handling (processing)
Het verwerken en automatisch afhandelen van de documenten gebeurt aan de hand van de verkregen resultaten uit de classificatie en indexeringsfase van het IDR proces en Maximale herkenning (indien geactiveerd).
- Invoices with an invoice amount above the 100.000 euro (and the document is no UBL).
These invoices will always be offered to the back office for checking.
- The last 18 months no document is processed for the same administration/supplier/document type.
- The document is a duplicate.
- The document is part of a bundle.
- The supplier/customer is blocked manually for automatic processing
After processing a document a decision can be made based on previous data whether or not the document is correctly processed automatically. In addition, a (quick) manual validation is carried out by an user with the 'Back office' role.