Document deletion by user

Disclaimer

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

A user can delete a document by clicking on the trash can on top of the screen. There are three possible situations:

• Document is scanned or uploaded and is still present in the 'To be handled by Yuki' folder
• Document processed is stored in Archive and is not a financiial document
  Non-financial documents are 'Standard' type documents in Yuki, no financial transactions are recorded when these are processed.
• Document processed  is an financial document like an invoice.
  
  ATTENTION!
  Only a user with a 'Back Office' role in the domain or the 'External Accountant' role can delete a financial document.
  
  

When you delete documents or transactions in Yuki they are not permanently deleted immediately but will be saved in the 'Deleted documents' overview. 

For a detailed description, see article Deleted documents.

'To be handled by Yuki' folder

Click on the To be handled by Yuki folder in the archive. Here documents that still have to be processed by Yuki can be viewed in several ways namely by batch, as thumbnail etc. Each document can be selected and then be deleted by clicking on the trash can on top of the screen.

Processed document in Archive is not a financial document

Select a document in the archive that is not an accounting document. The number of buttons that are available jn the document now opened is dependent on your role in Yuki. You can delete the document by clicking on the Delete this record (trash can) button.

Processed document is a financial document

The user (entrepreneur) is NOT ABLE to delete financialdocuments. The main reason for this is the VAT return. It is also possible that payments are already matched with the invoice. However if you want an accounting document to be deleted you can click on the Create question for back office button.

Through the question you create for the back office you can specify which document you want to have deleted. The back office will then decide if the document can be deleted and subsequently actually delete the document.