'Entrepreneur engagement' report

Disclaimer

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

In the Yuki accountant portal, a report of some of the activities of the entrepreneurs in a domain is available:

• last login of the entrepreneur
• present bank connection
• the number of bank transactions
• the number of purchase invoices submitted
• the number of sales invoices submitted
• the number of sales invoices created and sent using the Sales functionality in Yuki.

Only a user with the 'Portal Administrator' role can view this report.

A user with the 'Portal back office' role has no access to the 'Entrepreneur engagement' report.

In the accountant portal, click on Management and then on Reports. 

In the now-opened screen click on Entrepreneur engagement to view a report of the engagement of the entrepreneurs in the domains of the portal.

The following screen is opened: