Purchase invoice settings

Disclaimer

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

Which settings you can specify in a domain depends on the selected bundle (and any additional features added) and the role(s) you have as a user in the domain.

When processing a purchase invoice with the payment method 'Electronic transfer', it is mandatory by default in Yuki to enter a bank account number if the domain allows use of the payment list.

If required, the mandatory entry of a bank account number when processing a purchase invoice with payment method 'Electronic transfer' can be disabled.

The payment list is only available in a domain when a user with the 'Management' role has chosen the Small, Medium, Large or Unlimited bundle via the Yuki Store in the domain. 

Only a user with the 'Back office' role in he domain can disable the mandatory entry of a bank account.

Access to bank settings

All saved settings, such as the purchase invoice settings are centralized within your domain and organized into logical categories.

To access these settjngs:

• click on the Settings icon in the navigation bar
• then, in the now-opened screen, in the Bank section click on Purchase invoice settings

Disable mandatory bank account entry

By default, entering a bank account is mandatory when processing a purchase invoice if the payment list is available.

On the purchase invoice settings screen, select Off from the dropdown menu to disable the mandatory entry of a bank account.