Default values (processing rules) for contacts

Disclaimer

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

In Yuki, two views of this overview are available regarding all default values (local processing rules) defined for contacts in one or more administrations.

This view is only available to a user with a 'Back office' role in the domain or the 'External accountant' role.

TIP!

Also at the portal level, default values can be created for contacts that apply to all domains within the portal. This overview can be viewed in the portal settings under Default values by a user with the 'Portal administrator' role.

For a detailed description, see article Set default values (central processing rules) for portal.

A user with the 'Back office' role in the domain or the 'External accountant' role can also create, change and/or delete default values (local processing rules) in a domain.

For a detailed description, see article Default values (local processing rules) in domain. 

Hover your mouse over the Contacts icon in the navigation bar, then click on Default values.

The following screen is always opened in the Default value view:

TIP!

Je kunt de vastgelegde standaardwaarden van een leverancier of klant ook bekijken door de desbetreffende relatiekaart te openen en te klikken op Standaardwaarden. 

Views

You can also indicate in this screen that the UBL rule view should be shown:

TIP!

De btw-categorie in de factuur (UBL veld: TaxCategory) kan worden bekeken door de kolom Btw-categorie toe te voegen aan dit overzicht door te klikken op de knop Kolomselectie.

Filters

In both views, you can filter the data shown by Document type: 

• Purchase invoice
• Sales invoice
• Yuki sales invoice.

In addition, in the 'Default Value' view, you can use an extended filter by clicking on the filter button in the top right of the search bar/filter bar:

Allows you to filter the data shown by:

• Payment method:
  • Electronic transfer
  • Direct debit
  • Cash
  • Debit card
  • Credit card
  • Will be refunded
  • Received cash
  • To be offset
  • Private payment
  • Received in private
  • iDEAL
  • Online
  • Mollie
  • any payment methods you have created yourself.
• Processing:
  • Always (Always when 100% recognised / Always when all item lines are matched) 
  • Reliable history only 
  • Never (Manual).

ATTENTION!

As soon as you select more than one filter in the extended filter, they are applied as AND criteria.

You can search In the Search field for a default value by Contact.