Automation monitor

Disclaimer

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

The Automation monitor provides a detailed overview of how effectively documents are processed automatically within the domain. This overview is based on performance over the past 30 days, measured using various indicators.

Key indicators

1. Automation configuration:

• General configuration checks: verifies whether the default settings are correctly configured for optimal performance.
• Contact quality checks: evaluates the integrity and accuracy of contact data within the system.
• OCR match rules: verifies the accuracy and effectiveness of Optical Character Recognition rules used for document processing.

2. Performance

3. Other Indicators:

• UBL invoices: measures the degree of automation in processing UBL-formatted invoices.
• Receipts uploaded via the Yuki Assistant app: provides insight into the processing of receipts uploaded via the Yuki Assistant app.
• Bank connection: assesses the effectiveness of automatic bank links for regular transaction updates.

ATTENTION!

All checks are performed once a day.

Only a user with a ‘Back office’ role in the domain can view the Automation Monitor and, if necessary, take action to increase the score for the automatic document processing rate.

Click on the video to watch “Automation Monitor”!  (Dutch video with English subtitles) 

Increase Automation monitor score

To increase the automatic processing rate of documents in a domain, you can perform the necessary actions via one of the checks in the automation configuration.

Each of these checks is described in detail in a separate article.

Access to Automation monitor

To access:

• click on the Back office icon in the navigation bar
• then click on Automation monitor.

Automation monitor home screen

The following is a description of the three indicators.

1. Automation configuration: scores and improvements

The Automation monitor provides insight into the overall score of the automation configuration within the domain. This overall score is the average of the scores across three main areas: 

• General configuration
• Contact quality
• OCR match rules.

General configuration and scores

The total score is derived from two checks: ‘Do not process automatically’ and ‘Missing Chamber of Commerce number’. These checks focus on default values and settings that can prevent automation.

For a detailed description of the general configuration in the domain see article General (Automation monitor).

Contact quality and scores

The total score is based on five checks, including duplicate contact names, identical VAT or Chamber of Commerce numbers, missing information, unused contact, and contact validation.

For a detailed description of the quality of contacts in the domain, see article Quality of contacts (Automation monitor).

OCR match rules and scores

In Yuki, documents can be processed more efficiently using OCR (Optical Character Recognition) match rules. This process supports the recognition and processing of text in images and can improve the degree of automatic processing of documents in a domain.

Based on the data recognized by OCR, the document type and the contact of a document are determined, among other things.

For a detailed description of the OCR match rules in a domain see article Local OCR match rules.

The total score is determined based on six checks of OCR rule settings, such as missing rules for contacts, invoices, or document types; incorrect input; incorrect contacts; or incorrect document types.

For a detailed description of OCR match rules in the domain, see article OCR match rules (Automation monitor).

Improve Automation configuration scores

To view the details of one of the checks and, if necessary, take action to improve the score for the automatic processing rate of documents, click on the General, Contact quality or OCR match rules tile.

2. Performance

Full automation

This shows the automation rate for the past 30 days.

Process funnel

The process funnel shows from left to right the number and percentage of:

• invoices that have been submitted
• Invoices that have been classified correctly
• Invoices whose contact has been recognized
• invoices whose amounts have been correctly identified
• invoices whose GL accounts have been recognized correctly
• invoices that have finally been processed automatically.
  
  

3. Other indicators

Other indicators that affect the automatic document processing rate in a domain are:

• UBL invoices: the number of UBL invoices received in the past 30 days
  (for a detailed description, see article UBL invoice)
  
  
• Receipts uploaded by Yuki Assistant: the number of receipts uploaded via the Yuki Assistant app
  (for a detailed description, see article Yuki Assistant app )
  
  
• Bank connection: the presence of an active bank link through which bank transactions are automatically retrieved.
  For a detailed description, see article Ponto PSD2 links, Rabobank accounting link, accounting link with ABN AMRO, accounting link with ING and accounting link with Knab).