General (Automation monitor)

Disclaimer

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

For a supplier or customer, you can set a number of default values for automatic processing of purchase invoices, sales invoices and/or Yuki sales invoices (sales invoices generated using the Sales functionality in Yuki).

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.

During general configuration in the Automation Monitor, the following two checks are performed on default values and settings that prevent automation:

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

ATTENTION!

Both checks are performed by the Automation Monitor once a day.

The action to be taken for each check to increase the general configuration score is described below.

After making sure that the necessary additions and/or corrections have been made, you can then update the score of the general configuration by clicking on the Refresh button at the top right of the screen.

Hover your mouse over the Back office icon in the navigation bar and then click on Automation monitor In the now-opened screen, click on the Suggestions link in the General tile.

No auto-processing

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

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

Missing Chamber of Commerce number

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

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 and click on the Edit button.

In the now-opened 'Legal' tab of the administration profile, you then 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 and then select View company from the dropdown menu.