What is the difference between purchase invoices with status 'Payments in transit' and 'Approval required'? (Beta)

Disclaimer

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

In Purchase you can view an overview of all purchase invoices for which payments are in transit or pending approval.

Only a user with the 'Management' role can put an invoice on hold or release it for payment again.

Click on the Purchase icon in the navigation bar and then click on Payments in transit or Pending approval.

Invoices with payments in transit

Purchase invoices with payments in transit are invoices paid by debit card, credit card or direct debit. Invoices included in a draft or final SEPA payment file also fall under invoices with payments in transit.

The payments for these invoices still have to be submitted to Yuki by means of an electronic bank file, the payments are still on their way, so to speak. After uploading the electronic bank file, the payments are matched with the corresponding purchase invoices.

Invoices pending approval (Approval required)

Invoices with the status ‘Approval required’ cannot yet be paid or collected, they have been manually set to pendingapproval, e.g. because they require further research.

Invoices with the status ‘Pending approval’ must first be released for payment.