Invoiced revenue per project

Disclaimer

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

In Yuki you can view the total sales in a given period per project in the sales list. This concerns the invoiced amounts (revenue) of all sales invoices processed and sent in Yuki that are linked to a project.

ATTENTION!

This overview is only available if a user with the 'Management' role has selected the Medium, Large or Unlimited bundle via the Yuki Store in the domain.

In this overview a user can:

• customize the view
• search data.

Hover your mouse over the Sales icon in the navigation bar and then click on Overviews.

In the now-opened screen, select Invoiced revenue per project.

The following screen is opened:

Customize view

The view can be customized in the following ways:

• Administration: If necessary, select the contracts from the appropriate administration.
• Period: Specify, if possible, from which period you want to view contracts.
• Column selection: By default, a number of columns are shown in each work list or overview. These columns can be changed by selecting or deselecting columns.
• Column sorting: All shown columns can be sorted ascending or descending.

Search data

The search bar can be used to search for:

• (part of a) name
  The search result now shows all data in which this name has been entered in, for example, the 'Description', 'Subject', 'Name', 'Company name' or 'Contact' field.
• number
  The search result now shows all data where the number is entered in, for example, the '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.