'Top vendors' report

Disclaimer

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

In the Yuki accountant portal, a report is available that allows you to specifically increase the level of automation. The report shows a count of the number of invoices received per vendor and whether central processing rules (at the portal level) are already in place. 

Only a user with the 'Portal Administrator' role can view this report.

A user with the role 'Portal back office' role does not have access to the 'Top vendors' overview.

From this screen, a user with the “Portal administrator” role can:

• view a vendor's default values (central processing rules).
• create a default value for a vendor
• create a UBL rule for a vendor.

In the accountant portal, click on Management and then on Reports. 

In the now-opened screen, click on Top vendors to view an overview of the processed documents per vendor in the (sub) portal.

The following screen is opened:

In the Standard values and UBL rule columns, you can see from the green check mark or the red cross whether there are central processing rules for the vendor.

In the UBL support column you can see if the vendor provides the purchase invoices in the UBL format. If this is the case, processing rules can also be created at the line level.

To view how many documents from a vendor have been submitted per domain click on the number in the Documents processed column.

The following screen is opened:

TIP!

Create central processing rules or sign up for UBL invoices when a vendor submits a large number of invoices in a domain

View default values (central processing rules) of vendor

Hover your mouse over the line of the respective supplier, click on the button with the three dots, and then select View processing rules.

For a detailed description of processing rules, see article Set default values (central processing rules) for portal.

Create default value

Hover your mouse over the line of the corresponding vendor, click on the Add button, and then select the Default value menu option from the dropdown menu.

For a detailed description, see article Create default value (central processing rule) for portal.

Create UBL rule

Hover your mouse over the line of the corresponding vendor, click on the Add button and then select the UBL rule menu option from the dropdown menu.

For a detailed description, see article Create UBL rule (central processing rule) for portal.