You can always manually add documents to OkiOki using one of the following 3 ways:
- Upload an existing digital document (image or pdf) present on your phone or PC into OkiOki.
- Send the document to your personal OkiOki email address.
- Upload the document to Cloud storage folder linked to OkiOki
Why did OkiOki not pick up my document?
If a document is not picked up it is because:
- The subject or content of the email does not point to a relevant document, or because
- The document itself, according to OkiOki, is not relevant for your accounting (e.g. packing slip, order confirmation, ...)
- Your mail was received in another mailbox and then dragged to your linked mailbox.
If you want to forward individual documents to OkiOki, you must always send them to your personal OkiOki email address . Everything that arrives at this email address will be uploaded to OkiOki anyway, regardless of the content of the email or the document. If you still want to forward them to your linked mailbox, be sure to put the word "invoice" in the subject.
How does OkiOki decide which documents to pick up?
The OkiOki algorithm actually works like a two-stage rocket when it comes to retrieving documents from the linked email accounts.
In a first step, OkiOki scans the e-mail message for keywords or patterns that unmistakably refer to a payment, an invoice or something similar. Only when these references are found will OkiOki also process the documents in attachment.
In the second step, OkiOki searches for the attachments (with or without a link) and examines them. If it turns out to be a relevant document, OkiOki adds it to your file and reads out the most important data (type of document, amount, VAT, supplier, customer, etc.).
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