In Yuki you can submit documents by scanning, uploading, synchronizing or emailing them. In addition it is also possible to generate certain documents by a webservice. In this overview you can see which user submitted a number of documents (batch) on which date and what the current status of the documents is.


Click the PO Box icon on the navigation bar and then click History in the screen now opened.. 


The following screen is opened:



In the Type column the way in which the documents are submitted is shown:


Scan
Upload
E-mail
Webservice


In addition you can also view the batches of all users with access to your domain or only the batches of a specific user. 


TIP!
The Private column shows the number of documents submitted in one of the folders on the bottom shelf of the Archive.
 These documents don't end up in the back office workflow to be processed in your financial administration. You have to place the private documents in the correct folder yourself.


Place document(s) of a batch in a folder, bundle documents or delete them

Click > in front of the batch line or batch date in order to view a batch. The following screen is opened:



In this view of a batch you can at once place all the selected documents in a folder, bundle the documents or delete them by clicking the respective buttons in the screen. 


Only an user with the 'Back office' role in the domain or the 'Management', 'Financial administration' or 'External accountant' role can delete one or more documents from the workflow.


All users with another role can only delete the documents that are scanned or uploaded by themselves.


Document(s) view of batch

The batches can also be looked at in the Document(s) view. For this reason you select this view in the drop-down menu. 



The following screen is opened:



In this view you can use the following buttons and/or drop-down menus::

  1. Switch the screen display: Batches, Document(s) or Pages.
  2. View all documents, only the pending documents or only the settled documents.
  3. Select the period that should be shown. This could be all documents or all the document per year, half year, quarter or month.
  4. List view (details) of documents.
  5. View the documents as thumbnails (see screenshot above).
  6. Specify the size of the thumbnails in your screen: Default, Small, Large or Extra large.
  7. Sort the documents by Date or Name.
  8. Search for specific documents.
  9. View documents of a specific administration or of the entire domain.
  10. Below each submitted document you will find the following buttons: Edit, delete or rotate the document to the left or right.