Can I match documents and payments myself?

Modified on Wed, 15 Nov 2023 at 02:35 PM

Disclaimer

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


Only a user with the 'Financial Administration' or 'External Accountant' role can match documents with payments.


Hover your mouse over the Financials icon in the navigation bar, then click on Debtors, Creditors or CA employees.


To match a document or a payment, click on the pencil behind the relevant line and then click on Match in the now-opened menu.


Document



Payment


For a detailed description of all so-called editing features for documents and payments, see article GL account with outstanding items.


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