When OkiOki collects transactions or documents that she cannot (yet) match, she asks for your help via the to-do list or task list. There are four possible tasks that can appear on your to-do list:
1. OkiOki finds an invoice that has not yet been paid.
When OkiOki retrieves purchase invoices that have not yet been paid, she will not be able to match them to a transaction. You can solve this to-do in one of the two following ways:
- You can set a payment reminder. OkiOki will then remind you of the unpaid purchase invoice later.
- You can pay the invoice immediately in OkiOki by scanning the QR code (for Belfius, ING, BNPPF, Fintro and KBC customers).
2. OkiOki is missing documents.
If OkiOki cannot match a transaction to a document, she will put that transaction on your to-do list. This often involves paper invoices or receipts, think of a restaurant bill, which you have to add to OkiOki yourself. If OkiOki picks up a transaction, which does not require a receipt, you can easily specify that as well.
3. OkiOki finds a document without a bank transaction.
OkiOki will always try to recognise documents paid for by credit card. If she fails to do so, she will put the document on your to-do list. OkiOki also won't be able to match documents paid with private money or cash to a bank transaction. She will then put them on your to-do list, where you can easily indicate that the document was paid by credit card, private money or cash.
4. OkiOki archives non-financial documents.
You may also want to archive personal tax certificates, contracts, annual reports, etc. in OkiOki. Since these documents are not invoices or receipts, OkiOki will not be able to match them to transactions and they will therefore appear on your to-do list. There you can then mark them as 'No invoice or receipt'. This way they will disappear from your to-do list, but you will still be able to find them in your OkiOki archive.
Via the to-do list and the shortcut menu, you can quickly solve the tasks that OkiOki cannot automatically complete. Thus, the big number in the middle of your OkiOki dashboard is the only thing you need to keep an eye on. And OkiOki helps you with that too!
Every week OkiOki sends you an email to remind you of the tasks that are still on your to-do list. At what moment you receive this email is completely up to you. You can choose the moment that suits you best in the settings. OkiOki will also send you a reminder email if you have an unpaid invoice on your to-do list or if there is a credit card statement due at the end of the month.
Ready for a new feature? Read all about the booking detail and what you can do with it in this next article.
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