Disclaimer
All screenshots in the article were taken in the Dutch version of Yuki.
In Yuki, you can view an overview of total purchases in a given period by supplier. This allows you to quickly see, for example, what you need to pay to your top suppliers.
The amounts to be paid of all purchase invoices processed in Yuki will appear in this overview.
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 overview, a user can:
- view all invoices from a supplier
- view the contact.
Hover your mouse over the Purchase icon in the navigation bar and then click on Purchase list.
Then in the now-opened screen, click on By contact in the dropdown menu.
The following screen is opened:
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 list by contact [Today's date][time].csv
View all supplier invoices
To view all invoices of a supplier, hover your mouse over the corresponding supplier, 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 payments in transit and purchase invoices waiting for approval from the respective supplier.
For a detailed description see article All purchase invoices.
View contact
Hover your mouse over the line of the invoice in question, 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.
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