Set up UBL for portal

Disclaimer

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

UBL stands for Universal Business Language. It is a file format for invoices that can be read by Yuki. Your customer (the entrepreneur) no longer has to log in to the supplier's website or scan invoices and receipts. You receive data faster and Yuki processes UBL invoices immediately. Furthermore, Yuki can split UBL invoices down to line level (invoice lines) using the innovative IDR+ technology. The IDR+ technology is standard in Yuki.

For a detailed description of the IDR, see article Automatic document recognition (IDR).

LET OP!

A UBL invoice enriched by Maximum Recognition cannot be broken down to line level (invoice lines).

For a detailed description of Maximum recognition, see article Activate Maximum recognition.

For Yuki to automatically retrieve UBL invoices (via InvoiceSharing) from suppliers, all administrations you manage must be registered in the portal. Yuki then automatically sees which suppliers of your customers support UBL and which ones join, the more registrations, the smarter the Yuki platform becomes.

You can either sign your customers up for UBL directly or send them an invitation to accept the UBL submission or postpone it for a while. 

After (accepting) the submission, the domain must be further set up for UBL by your customer. 

Advantages of UBL

• Invoices are submitted faster, as Yuki automatically retrieves UBL invoices from suppliers
• Yuki breaks down UBL invoices for you
• Supports matching rules so that matching of invoice and bank transaction is more accurately tailored to the situation of a domain.

Set up administrations so that my customers can use UBL invoices

To set up administrations in a portal to receive UBL invoices, there are 3 steps to follow:

• Sign up your portal to receive UBL invoices
• Invite or register administrations to receive UBL invoices
• Enter contact code or supplier code for each supplier (on contact card) after acceptance by administrations. 

Sign up portal for receiving UBL invoices

To sign up a portal to receive UBL invoices, the Support department of Yuki must be contacted.

Once the portal is signed up, a user with the 'Portal Administrator' role will have access to:

• 'UBL by company' and 'UBL by supplier' portal settings
• an overview of the UBL invoices.

Invite or register administrations to receive UBL invoices

When a portal is signed up to automatically retrieve UBL invoices via InvoiceSharing, administrations from each domain still need to be invited to receive UBL invoices. 

For a detailed description, see article UBL by company (invite or register administrations).

Enter contact code or supplier code for each supplier

A contact code or supplier code must be entered for each supplier. Based on these code(s), Yuki can retrieve invoices from the relevant supplier. 

TIP!

The user (the entrepreneur) can of course also enter these code(s) themselves. 

These codes can be entered:

• while processing purchase invoices
• on the contact card of the supplier.
  
  

Due to acceptance, a supplier may contact your customer for verification and some time may pass before the invoice flow actually gets underway.