Processed transactions

Disclaimer

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

The settings you can configure in a domain depend on the selected bundle (and any additional features) and your user role(s) within the domain.

In Yuki, you can view various settings that directly impact billing for your Yuki usage.

Processed transactions provides an overview of which transactions have been processed in Yuki within a specific period.

Only a user with a 'Back office' role within the domain, or the 'Management', 'Financial administration', or 'External accountant' role, can view the overview of processed transactions.

Access to Processed transactions

All settings, such as processed transactions, are centralized within your domain and organized into logical categories.

To access these settings:

• click on the PO Box icon in the navigation bar
• then, in the now-opened screen, click on Processed transactions under Submit.
  OR
• click on the Settings icon in the navigation bart
• then, in the now-opened screen, click on Processed transactions in the Billing section.

Overview of processed transactions

This screen provides an overview of the transactions Yuki has processed within a specific period. It shows how many and what type of transactions were processed.

Using the period selection, you can determine which period you want to view. You can choose from options such as: all years, a specific year, half-year, quarter, or month.

Invoices processed within the bundle limit

A comparison is made between the documents processed within the maximum number of invoices in your bundle and all other documents that fall outside this limit.

This distinction is only visible to users with the 'Management', 'Financial administration', or 'External accountant' role.

For a detailed description of the different bundles in Yuki, see the Bundles folder.