Default value 'Subject template' (purchase and sales invoice)

Modified on Mon, 15 Apr at 11:42 AM

Disclaimer

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

Purchase invoices

For purchase invoices, Yuki generates the subject of the purchase invoice based on a template. This template can contain several 'placeholders' that are converted into readable values for some fields in the invoice.

ATTENTION!

The default value 'Subject template' is not available for a Yuki sales invoice (sales invoice generated using the Sales functionality in Yuki).

Only a user with the 'Back office' role in the domain or the 'External accountant' role can modify the subject templates.

The template for a purchase invoice depends on the supplier on the purchase invoice. Initially, the supplier data from the local contacts file is used for the template. When these are not available, the data from the contact card from the central contacts file will be used.

When both contact cards are not present, Yuki will use the default template 'Invoice from contact, category' ('Invoice from <supplier>, <general ledger account>'). When no supplier has yet been specified for a purchase invoice, the default 'Invoice not yet processed' will be used.

Purchase invoice placeholders

Below is an overview of the different placeholders you can use for the subject template. This is case-sensitive, so please use lower case.

[contact]	Full name of supplier of purchase invoice e.g. 'Google Adwords'
[category]	Description of general ledger account used in document e.g. 'Advertising costs'
[date]	Date of purchase invoice, short date notation e.g. '07-11-2016'
[week]	Week and year of purchase invoice e.g. 'Week 44 2016'
[week-1]	Previous week (and year) of purchase invoice e.g. 'Week 43 2016' (For purchase invoices from last week)
[week+1]	Next week (and year) of purchase invoice e.g. 'Week 45 2016'
[month]	Month and year of purchase invoice e.g. 'November 2016'
[month-1]	Previous month (and year) of purchase invoice e.g. 'October 2016' (For purchase invoices from last month)
[month+1]	Next month (and year) of purchase invoice e.g. 'December 2016'
[quarter]	Quarter and year of purchase invoice e.g. '4th quarter 2016'
[quarter-1]	Previous quarter (and year) of purchase invoice e.g. '3rd quarter 2016'
[quarter+1]	Next quarter (and year) of purchase invoice e.g. '1st quarter 2016'
[halfyear]	Half year and year of purchase invoice e.g. '2nd half year 2016'
[halfyear-1]	Previous half year (and year) of purchase invoice e.g. '1st half year 2016'
[halfyear+1]	Next half year (and year) of purchase invoice e.g. '1st half year 2017'

Examples

[contact], Office supplies, [date]	OfficeCenter, Office supplies, 12-08-2016
Magazine subscription [quarter]	Magazine subscription 1st quarter 2016
Phone subscription [month+1] and costs [month-1]	Phone subscription November 2016 and costs September 2016

Sales invoices

For sales invoices, Yuki generates the subject of the sales invoice based on one (standard) template (not customer-specific): 'Invoice for contact' ('Invoice for <customer>').

When no customer has yet been specified for a sales invoice, the default template 'Sales invoice not yet processed' will be used.