'Top vendors' report

Disclaimer

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

The ‘Top vendors’ report shows the total number of invoices received and processed per supplier in the domains and whether automation rules (read processing rules) are already present in the portal for a supplier.

ATTENTION!

This report only considers validated suppliers from Yuki's central validated contact database.

Automation rules

In the portal, to increase automatic processing of purchase invoices, there are two types of automation rules you can set: default values and UBL rules. 

Default values

• Purpose: These are set at vendor level to facilitate automatic data entry in invoice processing.
• Operation: When a purchase invoice arrives from a specific supplier, predefined values are automatically populated, such as GL accounts and other relevant data.

UBL rules (only for UBL/PDF and UBL invoices)

• Purpose: These rules are specific to purchase invoices delivered in UBL format.
• Operation: They allow posting invoice lines to different GL accounts at line level, providing more detailed and flexible processing.
  
  ATTENTION!
  Before you can start splitting at line level with UBL lines, a default value must first exist.

IMPORTANT!

Default values and UBL rules created in the portal for a supplier are applied in all domains, as long as no specific automation rules per domain are set for the supplier in question.

Only a user with the ‘Portal administrator’ role can create default value(s) from the ‘Top vendors’ report.

A user with the ‘Portal back office’ role does not have access to the ‘Top vendors’ report.

From this screen, a user with the 'Portal administrator' role can:

• create default value(s) for top vendor invoices 
• set the automation of UBL invoices from a top vendor.

Access to top vendors report

• in the accountant portal, click on Management
• then click on Reports 
• in the now-opened screen, click on Top vendors.

Increase automation rate

When the automation rate of a specific supplier's purchase invoices is low, it is advisable to create automation rules.

TIP!

Sign up for UBL invoices when a supplier provides a large number of invoices in a domain.

In the Default values and UBL rule columns, you can see by the green check mark or the red cross whether there are automation rules for the supplier.

To view how many supplier documents have been submitted per domain, click on the number in the Documents processed column.

Create default value(s) for top vendor invoices

Hover your mouse over the respective supplier's line, click on the button with the three dots, and then select the Default value menu option from the dropdown menu.

For a detailed description, see article Create default value(s) for top vendor invoices (portal).

Set up automation of UBL invoices from top vendor

Hover your mouse over the line of the corresponding supplier, click on the Set automation button.

The following screen is opened:

For a detailed description, see article Set up automation of UBL invoices from top vendor (portal).