Set up samples

Disclaimer

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

In the Yuki accountant portal, a sample check of transactions processed by the back office (documents and bank transactions) can be activated. 

Only a user with the 'Portal administrator' role can activate the sample check.

After activating the sample check, the percentage of processed transactions to be included in this check must also be specified.

The specified percentage determines the frequency of sampling. With a percentage of 2%, 2 out of 100 entries are picked out as samples.

A user with the 'Portal back office' role does not have access to the sample settings.

In the accountant portal, click on the Settings icon at the top right of your screen.

The following screen is always opened in the view with the general settings of the portal:

In addition to sample settings, this screen contains the following general settings:

• document processing
• VAT return approval
• satisfaction
• security
• access settings for end users (customers).

Set up samples

Activate the sampling functionality by selecting the Select documents and bank transactions for sampling check box.

Then you set the frequency of sampling by entering the percentage of documents and bank transactions to be included in the sampling. This percentage can be entered in decimals e.g. 0.1 percent. 

The default percentage is 2% of the documents and bank transactions processed.

Then click on the Save button to save these settings.