'Submissions by company' report

Modified on Fri, 8 Nov at 10:01 AM

Disclaimer

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


In the Yuki accountant portal, a report is available in which you can see from each company (domain) for each upload method how many documents have been uploaded and on what date the last upload of these documents took place.


The different upload methods are:

  • Peppol
  • Email
  • Yuki Assistant app
  • Web (upload and API)
  • Google Drive and Dropbox.


A user with the 'Portal Administrator' or 'Portal Back Office' role can view this report.


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

In the now-opened screen, click on Submissions by company to view a report about the documents that are uploaded  by the entrepreneur. 


The following screen is opened:



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