Outstanding balance of purchases (Beta)

Modified on Thu, 26 Jun at 4:09 PM

Disclaimer

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


In Yuki, you can view an overview showing the outstanding amount of unpaid invoices for each supplier.


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 all invoices of a supplier
  • view the supplier.


Hover your mouse over the Purchase icon in the navigation bar and then click on Outstanding balance.


The following screen is opened:



The Search field can be used to search for a supplier based on (part of) the name, address, city, business email address or the exact amount of the invoice to be paid.


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] - Outstanding balance per [Today's date][time].csv


View all supplier invoices

To view all invoices from a supplier, hover your mouse over the corresponding contact, click on the button with the three dots and select the View invoices menu option from the dropdown menu.



In the now-opened screen you will see an overview showing all unpaid purchase invoices, purchase invoices with payment in transit and purchase invoices waiting for approval from the respective supplier.


For a detailed description see article All purchase invoices.


View supplier

Hover 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 for the supplier in question is now opened.


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