Current account (Employees)

Disclaimer

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

In Yuki, you can view an overview of all processed documents (lines) posted in current account on the GL 'CA employees' or ‘CA [name of director)’.

Only a user with a ‘Backoffice’ role in the domain or the ‘Management’ or ‘HRM’ role can view the lines in current account.

Hover your mouse over the HR icon in the navigation bar and then click on Current account.

The following screen is opened:

A user with the role ‘Management’ role can NOT view pay slips in curent account!

To create a new pay slip for an employee, click on the New pay slip button.

You can use one of the Tags, User' or Projects buttons to filter the documents in current account.

You can further specify a filter by applying one of the following combinations:

• AND: the data with all selected tags, users or projects will be shown
• OR: the data with one of the selected tags, users or projects will be shown
• NOT: the data that has none of the selected tags, users or projects will be shown.

Current account documents can be searched in the Search field by Subject, Invoice date, Invoice number and Amount. 

All documents in current account from a given year, half year, quarter or month can be viewed.

You can view documents in current account from a particular administration or from all administrations in the domain. 

To customize the columns shown in the overview, click on the Customize the displayed columns button at the top right of your screen.

Onl;y the 'Invoiced date' column can be sorted ascending or descending.