'Samples' report

Disclaimer

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

In the Yuki accountant portal, from the 'Samples' report, there are a number of views available of the checked samples in the portal's domains:

• Checked
• Checked samples per user
• checked samples per domain.

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

A user with the 'Portal back office' role does not have access to the 'Samples' report.

ATTENTION!

In a Basic portal the 'Samples' report is not available.

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

In the now-opened screen click on Samples to view the report.

The next screen is always opened in the Checked view:

Views

You can also indicate in this screen that one of the other views should be shown:

• Checked samples per user
  
  
  
• Checked samples per domain
  
  

To view the details of the checked samples, click on the number of documents in the Checked column.

Filters

In all views, you can filter the data shown by:

• Domain
• User
• Period in which the prepared samples were processed.

In addition, you can use an extended filter by clicking on the filter button in the top right of the search bar/filter bar:

This allows you to filter the data shown by:

• Document type: 
  • All
  • Invoice (purchase and sales invoice)
  • Purchase Invoice
  • Sales Invoice
  • Electronic bank statement
  • Pay slip
  • Opening balance sheet.
• Processing type:
  • All
  • Automatic
  • Manual.
• Control results:
  • All
  • Correct
  • Incorrect.

ATTENTION!

Once you select more than one filter in the extended filter, they are applied as AND criteria.