Purchase list per project (Beta)

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 for each project. This allows you to quickly see, for example, the costs incurred per project.

The amount to be paid of all purchase invoices processed in Yuki 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.

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

From this overview, a user can:

• view all invoices of a project
• view the project.

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 Per project 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 per project [Today's date][time].csv

View all invoices of project

To view all invoices of a project, hover your mouse over the corresponding project, 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 see an overview in which all unpaid purchase invoices, purchase invoices with payment in transit and purchase invoices waiting for approval of the respective project are shown.

For a detailed description see article All purchase invoices.

View project

Hover your mouse over the line of the corresponding project, 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 you will see the project data of the respective project.