For the moment we are not yet integrating with Peppol. But this is part of our roadmap. For incoming as well as outgoing invoices.

OkiOki can fetch documents automatically from a mailbox or a cloud storage folder. And you can always manually add document to OkiOki by snapping a photo, uploading a digital document or sending a document to your personal OkiOki email address.

The easiest way to receive documents in OkiOki is to have them arrive in the mailbox you linked with OkiOki.

Xerius allows you to set up that email in the "My Xerius" portal. Even if you set it there to receive the document by email, you can still consult it in your portal.

OkiOki integrates with Gmail, Outlook, Yahoo, iCloud/me/mac.com, Telenet, Proximus, Scarlet, Skynet, Mail.be and with every mailbox that supports an IMAP connection.

You can add any document to OkiOki that you would like to have available instantly and/or share with your accountant. OkiOki wants to be your one-stop-shop for your financial documents. This includes contracts, agreements, tax statements, …

We only track your email account from the moment you link it to OkiOki.

We are not going to search in the mailbox in the past, so as not to incur too many costs because of docs that may no longer be needed (because already delivered to the accountant in the past way).

The best way to get those into OkiOki is to forward them to their OkiOki mailbox ( XXXXXXXXXXX@okioki.app ).

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Your bank will credit your account with bank costs or debit your interest.

There is no document to support that.

So to mark this as done:

• Click on the transaction (through the shortcut menu)
• Choose for "bank charge or interest"
• Mark it as "Complete"
• This way, you'll take it off your to-do list

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There are multiple ways to get you outgoing invoices in OkiOki today:

• Send them to your clients via your email address linked to OkiOki and they will be picked up automatically.
• Send them via your favourite invoicing tool and put your linked email address or your personal OkiOki email address in BCC and OkiOki will also pick them up.
• If you store them somewhere on your cloud storage, then link that cloud storage folder with OkiOki and again, OkiOki will fetch  them for you.
• You can always upload them into OkiOki manually, but hey, who wants to do that if OkiOki can automate it for you. ;-)

Btw, by getting your outgoing invoices into OkiOki, she will follow-up on their payment status. Because every unpaid invoice will be missing a transaction. And OkiOki keeps track of that for you.

When nothing appears on your task list, it is because the start date of your task list is set by default to the day of your registration with OkiOki.

You can change the start date of your task list via:

• Go to the 'menu'
• Go to 'your account'
• Select 'settings'
• You can adjust the start date under the first field: "Hide transactions and documents older than the date below from my todo list.".

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OkiOki converts your documents in real digital invoices (UBL's as they are called) and sends them directly to your accountancy (software). Via your personal accountancy email address or FTP.

No. OkiOki uses her own intelligence to decide which emails and documents are relevant for your administration. Try her out. You will see that she's quite good in doing this. There are however two ways to 'push' a document to OkiOki:

• Or you put it in a cloud storage folder. Every document in that folder will be picked up by OkiOki.
• Or you send the document to your personal OkiOki email address.

Both are possible:

• Either you link a parent folder (and we monitor that folder and its subfolders).
• Or you link two individual folders (and we monitor them separately, including their subfolders).

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If your banks sends you your statements digitally (PDF) you can add them to OkiOki in one of the following ways:

• You can upload them via the ‘Add document’ button.
• You can email them to your personal OkiOki email address.
• You can let OkiOki fetch them from your linked cloud storage account.
• If you still receive your statements on paper, you can easily photograph them with the OkiOki app via the ‘Add document’ button. Or in case you digitalise them with another scanning app or with your printer/scanner, then you can get them into OkiOki via one of the methods described above.

Once OkiOki has auto matched a document with a transaction she sends it directly to the accountant. In case your input is needed, and the document is put in your to-do list, she will only send it if you 'accept' the document by reviewing it. Allowing you to delete a document before it goes to your accountant.

Yes. Good question. Lots of suppliers expect you to login in their website to go and download your invoice. Think about Acerta, Engie, Partena, Proximus, Velocity, … OkiOki will relieve you from that hassle as well. If you store your username and password in OkiOki, then she will go and fetch your invoices on their portals. This is one of OkiOki's key strengths today. Note: OkiOki is built with the most recent security best practices, credentials you store in OkiOki are only available to the app and to you, even the support team cannot access them.

Yes you can. There are three ways in doing so:

• You take a picture with the OkiOki app.
• You upload an existing document (picture/pdf) from your phone or desktop computer.
• You send a document to your personal OkiOki email address;

OkiOki can process the following file types: bmp, gif, jpeg, pdf, png and tiff.

Depending of your OkiOki license, 25, 70 or 200 documents per month are included as a standard. When you go above that number then there is a cost per document that will be invoiced. But there is no physical limit. You can manage as many documents in OkiOki as you'd like.

Nope, there is no size limit. But be aware that large files take more time to upload, so they may affect OkiOki's performance.

You can download your documents at any time. OkiOki allows you to download your document-archive by month, quarter or year. And hey, you will receive them in both the PDF and UBL (digital invoice) formats.

For that you can use a recurring transactions automation rule. To do that:

1. Go to the transaction (e.g. of your pay or of the hospital) on your todo list
2. Click on it
3. In the shortcut menu at the bottom you choose "Recurring transactions"
4. Select the relevant criteria that will be the same for every transaction
5. Tick off the other things.
6. Then in the next screen add a comment and choose "Done!"

This way all transactions with that counterparty are automatically kept out from your todo list.

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