Approve invoices via Yuki Assistant app

Disclaimer

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

When you use the Yuki Workflow feature, it is possible to approve, reject or forward the invoice to a colleague via the Yuki Assistant app on your Smartphone anywhere in the world. 

Click on the Tasks for you tile in the home screen of your app. The following screen is opened:

Here you can see that in the list 'For me' all tasks that contain an invoice to be approved are shown with the following information:

• name of the task
• user who created task followed by the user to whom the task is assigned
• name of the task type (in this case 'Approval invoices')
• status of the task. 

Open the task for which you want to view the invoice to be approved and then complete it. 

The following screen is opened:

The invoice to be approved has been added to the task as an attachment. Click on the name of the invoice to view a screen preview and the details of the invoice to be approved.

You now have a number of options to complete the invoice (task)

• Approve
  You approve the invoice by clicking on Approve at the bottom of your screen.
• Reject
  You reject the invoice by clicking on Reject at the bottom of your screen.
  You can provide a reason why this invoice is not agreed and is therefore rejected.
• Edit
  You can change the data of the task. You do this by clicking on the three dots at the top right of your screen and then clicking on Edit at the bottom of your screen.
• Reassign (Forward)
  You can reassign the invoice to a user, eg to a colleague for a 'double check' of the invoice.
  You do this by clicking on the three dots at the top right of your screen and then clicking on Reassign at the bottom of your screen. In the now-opened screen, search and select the user to whom you want to forward the invoice to be approved, and then click on Reassign again.
• Delete
  You can delete the task. You do this by clicking on the three dots at the top right of your screen and then clicking on Delete at the bottom of your screen.

TIP!

If you want save an internal note for yourself in this task, type your text under Comments at the bottom of your screen and then click on Send. Then click on Approve, Reject, Assign or close the task by clicking the cross at the top left. Your text is then saved with this task and is always visible when you open the task.