OkiOki automates your financial administration as much as possible. Sometimes she does however need some help, which she will ask for via the to-do list or task list. The goal, of course, is to keep that to-do list as short as possible for you. That's why we're including some tips on how you can let OkiOki take over as much of your work as possible.
1. Link your mailbox, cloud storage folder and supplier portals to OkiOki.
The more links you create, the more places OkiOki can retrieve your invoices and the greater the chance of finding the right documents for all your transactions. This way, you don't have to go looking for them in different places yourself!
2. Make good use of your personal OkiOki email address.
Each user gets a unique OkiOki email address. Any documents or emails you send to this address will automatically end up in OkiOki.
3. Set the start date of your task list.
By setting when OkiOki should follow up your documents and transactions, you won't get to-do's for documents or transactions that don't require your attention anymore. You can go back in time up to 90 days here.
4. Automate regularly recurring transactions.
Do you have a monthly recurring transaction but only 1 document for all those transactions? You can easily set OkiOki to process those transactions automatically. By telling OkiOki once which transactions she can automate for you, she will take over for all future transactions.
5. Set OkiOki to track only purchase transactions.
Do you work with a daily receipt book? Then you can set OkiOki to only track your purchase transactions. This way, you won't have to follow up on all daily receipts without tickets in OkiOki again.
Good to know: When you merge a document and a transaction you can choose to mark the entry as "Save" or "Done".
- If you choose "Done" then the entry is finished and disappears from your to-do list.
- If you choose "Save" the booking remains on your to-do list and you can still add information later.
Ready for the next feature? Read all about how to get started with the to-dos on your list in this next article.