Your Dashboard

Disclaimer

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

For all users in the domain, the new Home screen is their personal dashboard in the Yuki domain. 

It gives you continuous information about the points of attention in the administration(s), the most recent uploads, the outstanding items in the administration(s) and various insights such as net revenue, bank balance, etc.,  

The data shown on your dashboard depends on the role(s) you have as a user in the domain.

ATTENTION!

The shortcuts of the "old" Home page have been replaced by bookmarks and can be found in the upper right corner of every screen in your domain.

For a detailed description on how to create bookmarks, see article Bookmarks.

Click on the video to watch “Renewed Home page and bookmarks”!  

Click on the Go to old Home button to open the old Home page if required.

Your dashboard consists of the following sections:

• Set up your Yuki (onboarding checklist) (available to all users)
• Key figures of your domain (available to all users)
• Recent uploads (available to all users)
• Explore the Help pages (available to all users)
• Most viewed articles (available to all users)
• Outstanding (available only to user with 'Management',, 'Financial Administration' or 'External accountant' role):
  • Sales invoices (also available to user with 'Sales' role)
  • Payment list (also available to user with 'Purchase' role)
• Insights (available only to user with 'Management',, 'Financial Administration' or 'External accountant' role): 
  • Net revenue
  • Debtors and creditors
  • Profit and loss
  • Bank balance.

ATTENTION!

For a user with the 'Purchase', 'Sales' or 'HRM' role only the sections 'Outstanding questions', 'Unprocessed documents' and 'Tasks for you' are available in the 'Key figures of your domain' section of your domain.

TIP!

At any time, any user can decide whether the onboarding checklist should be shown on the Dashboard by clicking on Dashboard settings at the top right of the screen. 

In the now-opened screen, remove the checkmark in front of the Show onboarding checklist option. Then click on the Save button.

After logging in to the new Home screen for the first time, a user with the 'Management, 'Financial Administration' or 'External Accountant' role can specify in the now-opened screen whether the 'Outstanding' and/or 'Insights' section should be shown on the Dashboard:

• Optimizing my workflow
  The 'Outstanding' section is shown on the dashboard
• Making strategic decisions for my business
  The 'Insights' sections are shown on the dashboard
• Show me everything
  Both the 'Outstanding' and 'Insights' sections are shown on the dashboard.

TIP!

At any time, you can determine which outstanding items or insights should be shown on your dashboard by clicking on Dashboard settings at the top right of your screen. 

In the now-opened screen, remove the check mark for the respective outstanding items or insights that should be removed from your dashboard. Then click on the Save button.

The various sections of your Dashboard are described in detail below.

Set up your Yuki (onboarding checklist)

The onboarding checklist is shown on your Dashboard by default.

The checklist consists of the following items:

• Learn the basics
  You can complete the following four tasks if required:
  • Download Yuki Assistant app
  • Explore Knowledge base
  • Upload your first invoice
  • Profile (see article My profile)
• Add your banks
• Customize your invoices
• Finish configuration.

Key figures of your domain

The (personal) key figures are shown on your dashboard by default.

On your dashboard you will find the following key figures:

• Outstanding questions: the number of outstanding questions assigned to you
  (see article Questions (communication between back office and user))
• Missing sales invoices: number of outstanding payments where no sales invoice can be found
  (see article Completeness of sales (Entrepreneur))
• Missing purchase invoices: number of outstanding payments where no purchase invoice or receipt can be found
  (see article Completeness of purchase (Entrepreneur))
• Unprocessed documents: number of documents marked by back office as 'Not processed'
  (se article Unprocessed documents)
• Digital mail: number of documents submitted from external source such as Google Drive, Dropbox, Peppol, etc.
  (see article Digital mail)
• Tasks for you: the number of outstanding tasks assigned to you.
  (see article Tasks).

Recent uploads

The most recent uploads are shown on your dashboard by default. 

To upload documents In your domain, click on the Upload button.

The following screen is opened:

Find and select the files you want to upload, select the appropriate administration (company) and folder where the files should be uploaded in Yuki, and then click on the Upload button.

TIP!

The documents can also be submitted to your domain in Yuki via other methods:

• Yuki Assistant app (see article Submit documents via Yuki Assistant app)
• Email address for documents
• Google Drive (see article Google Drive)
• Dropbox (see article Dropbox).

Click on Read more in the blue bar to set up Google Drive and Dropbox right away. The following screen is opened:

Click on the Set up Google Drive or Set up Dropbox button to set up these delivery methods.

Outstanding

The 'Outstanding' section is not shown by default for every user on the dashboard.

Outstanding items consist of two sections:

• Sales invoices: overview of outstanding and overdue invoices
• Payment list: overview of payable and overdue documents
  (see article Yuki Payment service (Payment list)).

Below, both components are described.

Sales invoices

Here you can see outstanding (not yet paid or collected) sales invoices or overdue (outstanding to be reminded) sales invoices.

To view an outstanding or overdue sales invoice, click on the line of the sales invoice in question.

Payment list

Here you see the documents to be paid or those whose payment date has passed.

To view the payable or overdue document, click on the line of the corresponding document.

Insights

The Insights section is not shown by default for every user on the dashboard.

The insights consists of four sections:

• Net revenue
• Debtors and creditors
• Profit and loss
• Bank balance.

In the upper right corner of the section, select the year from which you want to get insights into the above components.

Then, if required, click on the Refresh button to update the data shown for all components.

TIP!

• Hover your mouse over a chart to see the data for a particular month or age of outstanding customer and supplier items in more detail.
• In each component, click on the View report button to view the data in more detail.

The different sections are described below.

Net revenue

This chart shows monthly net revenue for the previous year compared to the current year.

Debtors and creditors

This chart is an indication of the age and associated balance of your outstanding items debtors and creditors:

• <= 30 days
• 31 - 60 days
• 61 - 90 says
• >= 91 days.

Profit and loss

This chart shows last year's monthly profit and loss compared to the current year.

Bank balance

This graph shows the movement of the bank balance from the current month to 12 months back when you selected the current year.