'Quality' report

Disclaimer

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

In the Yuki accountant portal, a report is available of the figures (scores) of all checks performed by the quality monitor on the administrations in the domains of the portal.

A user with the “Portal administrator” or “Portal back office” role can view this report.

ATTENTION!

In a Basic portal, the 'Quality' report is not available.

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

• view the company details (settings).

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

In the now-opened screen click on Quality to view the report of the figures of the quality monitor.

ATTENTION!

The Quality functionality is not available in a Basic portal.

The following screen is opened:

The Difference with last check column shows the difference in points between the current score of the quality monitor and the score of the last recorded check by the accountant.

TIP!

Add the Checked until column to view up to and including which date an administration's quality has been checked. 

To directly view the quality monitor of a company and the associated administration(s), click on the number of the administration question.

TIP!

To view the Quality monitor of all administrations together in the (sub)portal, click on the Monitor icon in the top right of your screen and then select Quality monitor from the dropdown menu.

For a detailed description of the Quality monitor, see article Quality monitor.

Filters

In this screen you can filter the data shown by:

• Workflow: show only administrations with an overdue workflow check, workflow check to be performed in the current month or a checked workflow.
• Grade: show only the rating of administrations with a bad, good or perfect grade from the quality monitor.

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

This allows you to filter the data shown by back office role in a domain:

• Responsible
• Backup
• Controller
• Account manager.

View company details (settings)

Hover your mouse over the line of the corresponding administration, click on the button with the three dots, and then click on View company details.

For a detailed description, see article View and/or change company details (settings).