UBL by supplier

Modified on Thu, 18 Apr 2024 at 03:58 PM

Disclaimer

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


When a portal is registered for the automatic retrieval of UBL invoices via InvoiceSharing, the suppliers from each domain that can submitUBL invoices still need to be invited. This is because this creates a link between Yuki and these UBL suppliers.


Only the owner of a domain (with 'Management' role) or a user with 'Management' role can invite suppliers from a domain to receive their UBL invoices


An overview of the status of the UBL invitations of the suppliers can be viewed per domain at the UBL by supplier setting. 


Only a user with the 'Portal administrator' role can view the UBL per supplier.


A user with the 'Portal back office' role does not have access to the UBL per supplier setting.


In the accountant portal, click on the Settings icon at the top right of your screen.



Then click on UBL by supplier in the now-opened screen


The following screen is opened:



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