Activate Maximum recognition

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

The moment a purchase or sales invoice is not 100% recognised by Yuki's IDR (Intelligent Document Recognition), there is the option of using the Maximum recognition service (provided by Lyanthe, a Visma company). This increases the number of recognised invoice fields and reduces the time needed to process invoices manually.

For a detailed description of the IDR, see article Automatic Document Recognition (IDR).

If one or more of the following fields of an invoice is not recognised by Yuki, this will be a trigger to forward the document to Maximum recognition: 

• Contact
• Document date / Invoice date
• Reference / Invoice number
• Amount
• VAT amount.

The above fields, as well as the 'Due date', 'IBAN number' and 'Debtor number' fields, are recognised if possible by Maximum recognition after which the enriched document is returned to Yuki.

In an administration, it is visible in three places that an invoice has been enriched by Maximum recognition:

• in the 'IDR status' column in the documents to be processed workflow
  (article Documents to be processed (workflow))
• at the history data in the input screen of an invoice
  (article Back office input screen)
• at the IDR details of an invoice
  (article Automatic Document Recognition  (IDR)).

During processing by Maximum recognition, invoices remain in the documents to be processed workflow in Yuki, so you can also always process manually yourself.

Maximum recognition is activated for a portal and all subportals in that portal. The General Terms and Conditions are sent to the specified email address at the end of activation.

ATTENTION!

During the Maximum recognition process, data may potentially leave the EU for additional verification. You can therefore exclude one or more domains from Maximum recognition at any time.

Only a user with the 'Portal administrator' role can activate or deactivate Maximum recognition for a portal and all subportals.  

This applies to all domains and administrations to which the portal administrator has access.

A user with the 'Portal back office' role can only view Maximum recognition settings.

From this screen, a user with the 'Portal Administrator' role can:

• Activate Maximum recognition for portal and subportals
• Deactivate Maximum recognition for one or more domains.

In addition, from this screen, a portal administrator can, if required, also:

• Activate Maximum recognition for one or more domains
• Deactivate Maximum recognition for portal and subportals.

A portal administrator and a user with the 'Portal back office' role can both:

• view the domain data
• open a domain directly.

In the accountant portal, click on the Settings icon at the top right of your screen:

Then click on Maximum recognition in the now-opened screen.

The following screen is opened:

Activate Maximum recognition for portal and subportals

Click on the Activate Maximum recognition button to activate this for the entire portal and its subportals. The following screen is opened:

Enter the email address of the portal owner to notify him or her that Maximum recognition has been activated for all domains in the portal and subportals. The Terms and Conditions of Maximum recognition will be attached to the email to be sent by Yuki.

You have the option of excluding one or more domains in the portal or a subportal from Maximum recognition if required. 

Then click on the Activate button.

The following screen is opened:

This screen shows all domains currently present in the portal and subportals.

You can filter the data shown on the screen by Only excluded domains.

Maximum recognition is now activated for all domains in the portal and subportals except the domains you excluded from Maximum recognition when activating it.

Deactivate Maximum recognition for one or more domains

To deactivate Maximum recognition for a domain, hover your mouse over the domain in question, click on the button with the three dots and select Deactivate Maximum recognition from the drop-down menu.

The following screen is opened:

Then click on the Deactivate button.

Maximum recognition for this domain is now deactivated.

Activate Maximum recognition for one or more domains

To still activate Maximum recognition for a domain, hover over the domain in question, click on the button with the three dots and select Activate Maximum recognition from the dropdown menu.

The following screen is opened:

Then click on the Activate button.

Maximum recognition for this domain is now activated.

Deactivate Maximum recognition for portal and subportals

To deactivate Maximum recognition, click on the Deactivate button.

The following screen is opened:

View domain data

To view a domain's data, hover over the respective domain, click on the button with the three dots and select View domain data.

Open domain directly

To open a domain directly, hover your mouse over the respective domain, click on the button with the three dots and select Go to domain.