How do I get an overview of all set default values for contacts?

Disclaimer

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

In Yuki, you can view an overview in a domain of all local processing rules (default values) defined in one or more administrations for contacts. 

This overview is only available to a user with a 'Back office' role in the domain or the 'External Accountant' role.

TIP!

Default values can also be set at portal level for contacts that apply to all domains within the portal.

This overview can be viewed by a user with the role 'Portal Administrator' in the settings of the portal settings under Default values.

For a detailed description, see article Set default values (central processing rules) for portal.

To view a domain's processing rules, hover your mouse over the Contacts icon in the navigation bar, then click on Default values. 

The following screen is opened:

You can filter the displayed processing lines by Document type:

• Purchase Invoice
• Sales Invoice
• Yuki sales invoice.

In addition, you can use an extended filter in the “Default value” view by clicking on the filter button in the upper right corner of the search bar/filter bar:

This allows you to filter the data shown by:

• Payment method:
  • Electronic transfer
  • Direct debit
  • Cash
  • Debit card
  • Credit card
  • Will be refunded
  • Received cash
  • To be offset
  • Private payment
  • Received in private
  • iDEAL
  • Online
  • Mollie
  • Any payment methods you have created yourself.
• Processing:
  • Always (Always when 100% recognized / Always when all item lines are matched)
  • Reliable history only
  • Never (Manual).

ATTENTION!

Once you select more than one filter in the expanded filter, they are applied as AND-AND criteria.

You can search In the Search field for a default value by Contact.