Automation monitor

Disclaimer

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

The Automation monitor provides an insight into the automatic processing rate of documents in the domain.

The automatic processing rate for the past 30 days is shown based on the scores of the following three indicators:

• Automation configuration:
  • Checks of overall configuration.
  • Checks of quality of contacts
  • Checks of OCR match rules.
• Performance 
• Other indicators:
  • UBL invoices
  • Receipts uploaded by Yuki Assistant app.
  • Bank connection.

ATTENTION!

All checks are performed by the Automation Monitor once a day.

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

Only a user with a “Back office” role in the domain can view the Automation monitor and, if necessary, perform actions to increase the automatic document processing rate score.

To increase the automatic document processing rate in a domain, you can perform the necessary actions to do so via one of the automation configuration controls.

The relevant controls are each described in detail in a separate article. 

Hover your mouse over the Back office icon in the navigation bar and then click on Automation monitor.

The following screen is opened:

The following is a description of the three indicators.

Automation configuration

This shows the overall score of the automation configuration in the domain. This score is the average of the scores of the controls covered by the overall configuration, relationship quality and OCR recognition rules in the domain.

To view the details of any of the checks and, if necessary, take action to increase the automatic document processing score, click the Suggestions link in the General Configuration, Quality of Relationships or OCR Recognition Rules tile. 

General

The overall score of General is the average of the scores of the two checks below performed on the default values and settings that prevent automation:

• Failure to process automatically
• Missing Chamber of Commerce number.

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

Quality of contacts 

The total score of the Quality of contacts is the average of the scores of the five checks below performed on the contact cards and contacts:

• Same contact name
• Same VAT number
• Same Chamber of Commerce number
• Missing information
• Unused contacts
• Validate contacts.

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

OCR match rules

To further improve the automatic processing rate of documents (based on IDR and if activated Maximum Recognition) in Yuki, document recognition rules can be created in a domain based on OCR data found in a document. OCR stands for Optical Character Recognition or in Dutch, optical character recognition (reading text from an image).

Based on this recognized data, the document type and relationship of a document is 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 of the OCR match rules section is the average of the scores of the following six checks performed on the OCR match rules:

• Missing rules for contacts
• Missing rules for invoices
• Missing rules for document type
• Incorrect input
• Incorrect contacts
• Incorrect document type.

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

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.

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
• 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).