General (Automation monitor)

Disclaimer

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

In Yuki, you have the option to set default values for both suppliers and customers to optimize the automatic processing of invoices. These settings apply to purchase invoices, sales invoices, and Yuki sales invoices (invoices generated via the Sales functionality in Yuki).

Automatic filling in of default values

When processing a purchase invoice, sales invoice, and/or Yuki sales invoice from this supplier or customer, the default values are automatically filled in for you.

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

Only a user with a 'Back office' role in the domain can view the Automation monitor and, if necessary, perform actions to increase the automatic document processing score.

Automation monitor checks

The Automation monitor performs two general checks on the default values and settings that prevent automation:

1. No auto-processing
   Default value 'Manual (completion)' is incorrectly enabled.
   
2. Missing Chamber of Commerce number
   Aministrations in the domain without a Chamber of Commerce number.

ATTENTION!

All checks are performed once a day.

Increase Automation monitor score

Below is a description of the action to be taken for each check in order to increase the score of the overall configuration.

After making the necessary additions and/or corrections, you can update the score of the overall configuration by clicking on the Refresh button at the top right of the screen.

Access to General (Automation monitor)

To access:

• click on the Back office icon in the navigation bar
• click on Automation monitor
• in the now-opened screen, click on the General tile.
  
  

1. No auto-processing

This shows all documents that are not automatically processed by Yuki because the default value 'Manual (completion)' is incorrectly enabled.

Action

Change the default value 'Manual (completion), if required, for the relevant documents.

Enable automatic processing

To change the default value:

• hover your mouse over the line of the relevant invoice
• click on the Enable auto-processing button
  
  
  The following screen is opened:
  
  
  
• click on the Enable button to ensure that this contact's invoices are processed automatically.

Confirm manual processing

To confirm manual processing of this invoice:

• hover your mouse over the line of the invoice in question
• click on the button with the three dots
• then select No automatic processing from the dropdown menu.
  
  

The invoice in question disappears from the list of documents not to be processed automatically.

View contact

To view the details of the contact:

• hover your mouse over the line of the invoice in question
• click on the button with the three dots
• then select View contact from the dropdown menu.
  
  

2. Missing Chamber of Commerce number

This shows all administrations in the domain whose Chamber of Commerce number is missing.

Action

View the relevant administration and enter the missing Chamber of Commerce number.

Enter missing Chamber of Commerce number

To enter the missing Chamber of Commerce number:

• hover your mouse over the line of the relevant administration
• click on the Edit button
  
  
  
• in the now-opened 'Legal' tab of the administration profile, enter the missing Chamber of Commerce number.

View company

To view the data of the company (administration):

• hover your mouse over the line of the respective administration
• click on the button with the three dots
• then select View company from the dropdown menu.