Set up document processing

Disclaimer

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

All submitted documents in Yuki are processed automatically as much as possible by a process called Intelligent Document Recognition (IDR). 

The data of a document not recognized by IDR can be completed manually by a user with the 'Data-entry' role. Among other things, this user can enter a GL account. The document in question is then set to the back office status 'Data-entry completed'.

After this user completes the document to manually complete the next document in the workflow, the completed document goes through the IDR one more time after which it is then automatically set to 'Completed' by Yuki.

The document thus disappears from the workflow, preventing the back office from checking the completed document.

This functionality is activated by default in Yuki.

A user with the 'Portal administrator' role can change this setting so that the automatically processed document remains in the workflow for checking by the back office.

A user with the 'Portal back office' role has no access to the document processing 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 the document processing setting, this screen also contains the following general settings:

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

Set up document processing

Uncheck the checkbox to ensure that completed documents with the back office status 'Data-entry completed' do not go through the IDR again.

This keeps the documents in the workflow so that the data manually added by the user with the 'Data entry' role can be checked.

After that, the documents can be processed by the back office.