Disclaimer
All screenshots in the article were taken in the Dutch version of Yuki.
To view the outstanding items in your administration, hover your mouse over the Financials icon in the navigation bar and then click on Debtors, Creditors or CA employees.
The next screen (in this example Creditors) opens with the view as you last viewed it:
In all views of this overview, you can use the following buttons and/or dropdown menus:
- Request a printable version or an extended print version in your screen
- Send the list to a user
- Export data to Excel or download as a CSV file.
For a detailed description of, among other things, the different views of this overview, see article Debtors/Creditors/CA employees (outstanding items).
ATTENTION!
A user with the 'Back office' role in the domain or the 'Financial administration' or 'External accountant' role can match the open items in bulk or edit an outstanding item.
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