'Top vendors' report

Disclaimer

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

In the Yuki accountant portal, a report is available that allows you to specifically increase the level of automation. The report shows a count of the number of invoices received per supplier and whether central processing rules (at the portal level) are already in place. 

ATTENTION!

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

Only a user with the role ‘Portal administrator’ role can view this 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 role ‘Portal administrator’ role can:

• create a default value for a supplier
• create a UBL rule for a supplier.

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

In the now-opened screen, click on Top vendors to view a report of the processed documents per supplier in the (sub)portal.

The following screen is opened:

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

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

The following screen is opened:

TIP!

Create central processing rules or sign up for UBL invoices when a supplier submits a large number of invoices in a domain.

Create default value

Hover your mouse over the relevant supplier's line, click on the Add button, and then select the Default value menu option from the dropdown menu.

For a detailed description, see article Create default value (central processing rule) for portal.

Create UBL rule

Hover your mouse over the line of the corresponding supplier, click on the Add button and then select the UBL rule menu option from the dropdown menu.

For a detailed description, see article Create UBL rule (central processing rule) for portal.