Your customer can still link a mailbox with OkiOki. And in that case OkiOki could still pick up private invoices. To prevent OkiOki from also sending these invoices to the accountancy, we will add the invoices that OkiOki automatically retrieves from the mailbox to the todo list. We then ask the customer to indicate for these invoices whether or not (by removing them) they are allowed to go to the accountancy.
Btw, documents that OkiOki automatically finds in a cloud storage folder (Dropbox, Onedrive Google Drive) and that are older than the start date of OkiOki will also be added to that todo list. This way we prevent OkiOki from re-sending older documents, which may already be at the accountancy. This typically occurs when the customer would link a folder with its entire administrative archive to OkiOki.
OkiOki is also getting smarter at recognizing relevant invoices and keeping the to-do list short. We will no longer put the following documents on the to-do list:
- Invoices of which we can say with certainty that they belong to the administration (e.g. the VAT number of the customer is stated on the invoice)
- Sales invoices
- Credit card statements paid with a credit card known in OkiOki
This check via the todo list is specific to the choice of the sending time 'As soon as possible'. If you choose “Immediately” as the sending time, we will immediately send all documents that we find in the mailbox to the accounting package and these documents will no longer be on the to-do list.