Purchase (Beta)

Modified on Mon, 30 Jun at 9:48 AM

Disclaimer

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


The Purchase functionality bundles all issues around suppliers and purchase invoices. You have access to the history of your purchases and can view the status of all purchase invoices: unpaid, payments in transit and approval required. 


In addition, the following overviews are available:

  • outstanding  balance
  • all purchase invoices
  • purchase list per contact
  • purchase list per project.


The Purchase functionality is only available when a user with the role ‘Management’ role has selected the bundle Small, Medium, Large or Unlimited via the Yuki Store in the domain.


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


Click on the Purchase icon in the navigation bar and the Purchase home screen is opened:



In this home screen, you will see a dropdown menu with the main functions of Purchase.


Overviews 


Outstanding balance

Overview showing by supplier the outstanding amount of unpaid invoices.


Purchase invoices

Overview of all unpaid purchase invoices, purchase invoices with payment in transit and purchase invoices pending approval from all suppliers.


Purchase list

Overview of the total purchases in a certain period (month, quarter, half year or year) per supplier or per project.


Special invoices


Unpaid invoices

All purchase invoices to be paid by electronic transfer that have not yet been paid in whole or in part. 


Payments in transit

Invoices whose payment is in transit (paid by debit card, credit card or direct debit. Invoices included in a draft or finalized SEPA payment file are also present here. 


Pending approval

Here you see all purchase invoices that have not yet been released (approved) for payment and therefore have not yet been paid or collected.


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