Disclaimer
All screenshots in the article were taken in the Dutch version of Yuki.
In this overview you can see all unpaid purchase invoices, purchase invoices with payments in transit and purchase invoices waiting for approval from all suppliers.
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 view, a user can:
- view the document
- view a draft payment file
- 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) - create a task for a document.
Hover your mouse over the Purchase icon in the navigation bar and then click on Purchase invoices.
The following screen is opened:
The Search field can be used to search for a purchase invoice based on (part of) the subject, contact, invoice number or the exact amount of the invoice.
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 overview, 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] - Purchase 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 draft payment file
This menu option is only available for unpaid purchase invoices included in a draft SEPA payment file.
Hover your mouse over the line of the invoice in question, click on the button with the three dots, and then select the View draft payment file menu option from the dropdown menu.
In the now-opened SEPA payment file you can make any changes.
Only a user with the ‘Financial administration’, ‘External accountant’) or ‘Management’ role can finalize a draft SEPA payment file and send it to the bank.
For a detailed description of paying via a SEPA payment file see article Pay payment list documents via SEPA payment file.
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.
View project
To view the project to which the invoice is linked, click on the button with the three dots and then select the View project menu option from the dropdown menu.
In the now-opened screen, the details of the respective project are shown.
Create task for document
Hover your mouse over the line of the document 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 document, add missing data if necessary, and click on the Save button.
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