Unpaid purchase invoices (Beta)

Disclaimer

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

In Yuki, you can view a work list of all purchase invoices payable by wire transfer that have not yet been paid in whole or in part.

ATTENTION!

This is slightly different from the outstanding items. This is more accounting related and includes payments that do not have a purchase invoice associated with them.

Only a user with the ‘Back office’ role in the domain or the ‘Purchase’, ‘Management’, ‘Financial administration’ or ‘External accountant’ role can view this overview.

From this work list, a user can:

• view the document
• view the contact
• view the project
  (only available when a user with the ‘Management’ role has selected the Medium, Large or Unlimited bundle via the Yuki Store in the domain and the purchase invoice is linked to a project)
• mark one or more invoices as paid
• put one or more invoices on hold
• create a task for an invoice.

Only the domain owner (‘Management’ role) or a user with the ‘Management’ role can mark invoices as paid or put them on hold.

Hover your mouse over the Purchase icon in the navigation bar and then click on Unpaid invoices in the now-opened screen.

The following screen is opened:

Filters 

You can filter the data shown in this screen by:

• Show only overdue documents
• Document type: only purchase invoices or all purchase credit invoices.

In this work list you can use the so-called document viewer to:

• hide or show a screen preview of the document
• open the document in the browser
• download the document.

Click on the line of the respective invoice and then on one of the buttons on the right side of the screen:

Download as CSV (Excel)

To download all the data shown in the screen (in the columns) and e.g. export it to Excel and then print it, if required, click on the Download as CSV button at the top right of the screen.

The name of the downloaded CSV file is [administration name] - Unpaid invoices per [Today's date][time].csv

View document

• Click on the subject of the document
  OR
• Hover your mouse over the line of the invoice in question, click on the button with the three dots, and then select the View document menu option from the dropdown menu.
  
  

In the now-opened screen, the invoice can be changed, if necessary, or edits can be made to the invoice.

View contact

Move your mouse over the line of the relevant invoice, click on the button with the three dots and then select the View contact menu option from the dropdown menu.

The contact card of the corresponding contact is now opened.

Mark invoices as paid

Each time you have manually created and executed a payment in your bank's Internet portal, you can mark the corresponding invoices as paid.

Select the invoices in the work list that you want to mark as paid. Then click on Mark as paid at the top of the screen.

The following message appears on your screen:

Marked invoices disappear from the ‘Unpaid Invoices’ work list and enter the ‘Payments in transit’ work list.

TIP!

To mark one invoice as paid, hover your mouse over the line of that invoice, click on the button with the three dots and select the Mark as paid menu option from the dropdown menu.

Put invoices on hold

Select the invoices in the work list to be put on hold. Then click on Put on hold at the top of the screen.

The following message will appear on your screen:

The invoices disappear from the “Unpaid Invoices” work list and enter the “Pending approval” work list.

TIP!

To put one invoice on hold, hover your mouse over the line of that invoice, click on the button with the three dots, and select the Put on hold menu option from the dropdown menu.

Create task for invoice

To create a task for an invoice, hover your mouse over the line of the invoice in question, click on the button with the three dots, and then select the New task menu option from the dropdown menu.

The following screen is opened:

Select the required task type for the invoice, fill in missing data if necessary, and click on the Save button.