Purchase

Disclaimer

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

The purchasing administration bundles all matters related to suppliers and purchase invoices. Several overviews give you insight into your purchase history. Additionally, you can also view the status of all purchase invoices: unpaid, payments in transit, and processing.

Purchase is only available when a user with the 'Management' role has chosen the Small, Medium, Large or Unlimited bundle via the Yuki Store within the domain..

Only a user with the 'Back office' role in the domain or the 'Purchase', 'Management', 'Financial administration' or 'External accountant' role can use the Purchase functionality.

Click on the Purchase icon in the navigation bar and the Purchase home screen is opened:

On this home screen, you'll see a follow-up menu with the main functions of Purchase.

Report

Purchase list

Overview of suppliers and the amounts they invoiced the company for a specific period (month, quarter, half-year, or year).

Purchase invoices

A list (with search function) of all purchase invoices. You can search by subject, amount, supplier, invoice number, tag or project. The search results can be easily exported to Excel for further processing.

You can also filter by all purchase invoices (unpaid or partially paid) or credit notes.

Balance list

Overview of all suppliers who are still owed money by the company.

Special invoices

Unpaid invoices

Invoices that are still outstanding.

Payments in transit

Invoices for which payment is in transit (paid by debit card, credit card, or direct debit).

In process

In this overview, you can see all purchase invoices that have not yet been paid or collected and for which further investigation is needed.