How do I set up samples?

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

In the Yuki accountant portal, a sample check of transactions processed by the back office (documents and bank transactions) can be activated.

Only a user with the 'Portal administrator' role can activate the sample check.

A user with the 'Portal back office' role does not have access to sample settings.

In the accountant portal, click on the Settings icon at the top right of your screen.

The following screen is always opened in the view with the general settings of the portal: 

Activate the sampling functionality by selecting the Select documents and bank transactions for sampling check box.

Then you set the frequency of sampling by entering the percentage of documents and bank transactions to be included in the sampling. This percentage can be entered in decimals e.g. 0.1 percent.

The default rate is 2% of the processed documents and bank transactions.

Then click on the Save button to save these settings.

For a detailed description, see article Set up samples.