Contracts

Disclaimer

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

You can use contracts to automatically prepare and send recurring invoices.

In addition, you can use a work list and view various reports of all contracts created in an administration to prepare recurring invoices for a customer and, if required, send them automatically.

Access to Contracts

To access:

• click on the Sales icon in the navigation bar
• then click on Contracts

Contracts work list and reports

On this screen, select the workflow work list you want to use or the contracts report you want to view.

Contracts workflow work list

The following work list is available:

• Drafts

Contracts reports

The following reports are available:

• All contracts
• Current contracts
• Ended contracts
• Future contracts.

AVAILABLE USER ACTIONS

In a work list or report, a user can:

• create a new contract
• download all data in the shown columns as a CSV file (Excel) or copy to clipboard
• search for data.
  
  

Create new contract

To create a new contract, click on the New contract button.

For a detailed description of this see article Create and send recurring invoice (via contract).

Download data as a CSV file or copy to clipboard

To download all data in the showns columns:

• click on the Download button (Cloud icon with down arrow)
• then select Download as CSV or Copy to clipboard from the dropdown menu.
  
  

The name of the downloaded CSV file is:

• ContractBillingReports_Drafts_[Date of today].csv
• ContractBillingReports_All-contracts_[Date of today].csv
• ContractBillingReports_Current-contracts_[Date of today].csv
• ContractBillingReports_Ended-contracts_[Date of today].csv
• ContractBillingReports_Future-contracts_[Date of today].csv.
  
  

Search for data

The search bar can be used to search for:

• (part of a) name
  The search result now shows all data where this name has been entered in, for example, the field 'Description', 'Subject', 'Name', 'Company name' or 'Contact'.
• number
  The search result now shows all data where the number has been entered in, for example, the field 'Description', 'Subject', 'Name', 'Company name' or in a numeric field such as 'Invoice number'.
• amount
  You can search for an exact amount by entering this amount in the search field, for example, '54.45' or '54.45'.
• date
  You can search for a specific date by entering it as:
  • 31/08/2020
  • 31-08-2020
  • 310820
  • 31082020.

Targeted search

You can also perform a targeted search using different search terms. After each search, the search result can be further specified by adding a new search term.