What for and how do I use the ‘Not linked’ function?

Disclaimer

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

The ‘Not linked’ or ‘Not project related transactions’ overview shows all documents and transactions that are not yet linked to a project.

Hover your mouse over the Projects icon in the navigation bar and then click on Not linked.

the following screen is opened:

To still link a document or transaction to a project, click on the Link documents icon behind the corresponding line.

Each user can only link a document or transaction to a project to which he or she has access.

The list of active projects appears. In this list of active projects, select the project to which you want to link the document or transaction. The document or transaction in question now disappears from the list of not linked documents and transactions.

Only a user with the ‘Financial administration’ or ‘External accountant’ role can possibly move a linked document or transaction to another project or split the transactions of an invoice (purchase and sales) that has yet to be linked and link it to different projects by clicking on the Link/edit transactions icon behind the line in question.

For a detailed description of the 'Not linked' function, see article Not linked data tp project.