Create scope

Disclaimer

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

In a scope you determine which transactions should be analyzed within your analytic view. These are the input of your analytical accounting, so to speak.

You must create at least one scope.

Scopes in example analytic view 'Revenue and costs by department':

• GL account type: Revenue
• GL account type: Costs.

Only a user with the 'Portal administrator', 'Portal back office', 'Management', 'Financial administration' or 'External accountant' role can create one or more scopes.

To set up an analytical accounting view, the following steps must be completed:

• Create analytic view
• Create scope 
• Manage dimensions (for more advanced views)
• Create value 
• Create distribution key (distribute revenue and/or expenses across multiple values)
• Create allocation rule. 

A scope can be created from several places in Yuki:

• Click on the Financials icon in the navigation bar and then click on Analytical accounting. In the now-opened screen, select the tab of the analytic view for which you want to create a scope and click on the Go to dashboard button. In the now-opened screen, click on the Create... button. and then click on Scope in the dropdown menu.
• Click on the Financials icon in the navigation bar and then click on Analytical accounting. In the now-opened screen, select the tab of the analytic view for which you want to create an allocation rule and click on the Go to dashboard button. In the now-opened screen, click on the Scopes tile and then click on the Create scope button.

The following screen is opened:

Input (at least one criterion)

Select here one or more criteria to be met by the transactions to be assigned to a value or distribution key.

GL account type

Transactions recorded on GL accounts of the following types:

• Assets
• Liabilities
• Revenue
• Costs
• Financial gains and losses
• Taxes.

GL category

Transactions that have been recorded on one of the categories from the 'Profit and loss' or 'Assets and liabilities' overview.

These categories are located at the highest level in these overviews and are shown in a gray bar.

ATTENTION!

After selecting a category, the criterion can be further specified by selecting a subcategory, if required.

GL account

Transactions that have been posted to the specified GL account.

GL account range

Transactions that have been posted to GL accounts that fall within the specified range.

Contact name

Transactions that have been posted with the specified contact.

Transaction line description

Transactions that have been posted for which the specified description is present in the transaction line.

After defining one or more criteria, click on the Save button to create the scope.

Then create more scopes if necessary.

TIP!

Click on the Scopes tile in the Dashboard of the analytic view to see all scopes that have been created.