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Partner portal...
Portal settings
0
Back office...
Back office processing
1
Back office document and communication screen
VAT return
1
Automatic messages about VAT return
Actions
0
PO Box...
General
1
PO Box
Questions
2
Questions (communication between back office and user)
Question of back office to user
Submit
9
Scan documents with Scan Wizard
Document scan guidelines
Scan multiple receipts as one document
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Points of attention
8
Points of attention in administration
Spam
Digital mail
See all 8 articles
Forms
1
Scan forms
Archive...
Overviews
5
Archive
File cabinet
Recently read by me
See all 5 articles
Export
1
Export documents from Archive
Actions
4
Add, move or delete a folder or tab
Create document (bank statement) manually
Upload files from Archive
See all 4 articles
OCR match rules
2
Local OCR match rules
Create local OCR match rule
Workflow rules
2
Workflow rules
Create workflow rule
Financials...
Overviews
0
Import
0
Export
3
Export financial transactions
RGS (Reference Classification System of Financial Information (RCSFI))
RGS 1.0 Section level
Close financial year (Annual report)
0
VAT return
0
Payroll tax assessment
0
Edit invoice details
0
Edit GL account
0
Bank...
Bank accounts
0
Bank inconsistencies
0
Cash
0
Payment list
0
Collection of invoices
0
Export bank statements
1
Export statements
Bank export formats
17
List of supported bank export formats
MT940 files
Standard Yuki bank format (import)
See all 17 articles
Credit card export formats
2
American Express export files
International Card services (ICS) export files
Human resources...
Overviews
0
Contacts...
Overviews
8
Contacts (CRM)
Contacts
My address book
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Labels
0
Actions
2
Bulk mail
Merge contacts
Import/export
0
New contact
0
Overview of contact
0
UBL
0
Settings...
General settings
1
Settings
Domain
6
Manage my domain
Access control of administration(s) in domain
Rights matrix (rights per user role)
See all 6 articles
User
3
Set personal preferences
Change your own password for domain
Display settings
Financial
5
Set charts of financial monitor
Activate countries
Set VAT rate
See all 5 articles
Integrations
1
Rabobank accounting link
Other
3
Set Calendar
Archive settings
Spam settings
Automation...
Automate documents
0
Automate bank
0
UBL
0
Web services & links...
Links
3
Accounting link with ING
Accounting link with ABN AMRO
Accounting link with Knab
Web services
17
Yuki API link
Financial monitor widgets
Web service access code (Web service API key / WebserviceAccessKey)
See all 17 articles
Domains web service
3
Domains web service
CreateDomain(sessionID, administrationName, domainName, defaultLanguage)
CreateTrialDomain(sessionID, administrationName, domainName, defaultLanguage)
Upload web service
1
Upload web service
Archive web service
1
Archive web service
Accounting web service
15
Accounting web service
Accounting - ProcessJournal(sessionID, administrationID, xmlDoc)
Accounting - Functional description of fields general journal entries XML
See all 15 articles
AccountingInfo web service
6
AccountingInfo web service
GetGLAccountScheme(sessionID, administrationID)
GetPeriodDateTable(sessionID, administrationID, yearID)
See all 6 articles
PettyCash web service
1
PettyCash web service
Sales web service
5
Sales web service
Focus points of Sales web service
Sales - Functional description of fields sales invoices XML
See all 5 articles
Contact web service
3
Contact web service
SearchContacts(sessionID, domainId, searchOption, searchValue, sortOrder, modifiedAfter, active, pageNumber)
UpdateContact(sessionID, domainId, xmlDoc)
Projects web service
2
Projects web service
Projects - UpdateProject(sessionID,administrationID,xmlDoc)
Back office web service
1
Back office web service
FAQ...
How does Yuki handle security and privacy?
9
Access and data security
Password policy
Password storage
See all 9 articles
FAQ PO Box
6
Under Needs attention, how do I handle my unprocessed documents?
As an entrepeneur, can I record directly in costs or revenue under Needs attention?
What does digital mail entail?
See all 6 articles
FAQ Archive
5
How do I export all documents from Yuki?
Can I retrieve a deleted folder in the Archive?
What is the 'To be handled by Yuki' folder for?
See all 5 articles
FAQ Bank
2
How do I submit bank mutations in Yuki?
How do I know from which period I need to submit bank transactions?
FAQ Workflow
1
Can I create more workflow rules for one or more people?
Yuki Release notes...
Yuki Release notes and Help updates 2020
0
Getting started for accountant...
Start with new portal
0
Step 1: Create users (office employees) in portal
0
Step 2: Create domain with one or more administrations
0
Step 3: Configure domain with one or more administrations
0
Step 4: Assign or change back office roles
0
Step 5: Enter company profile
0
Step 6: Further organisation of administration
0
Step 7: Give entrepeneur (customer) access to domain
2
Assign or change user roles in domain
Rights per user role
Step 8: Process submitted documents and bank transactions
0
Step 9: Ask questions to entrepeneur (customer)
0
Support for entrepeneur...
General explanation of Yuki
4
System requirements for the use of Yuki
What can you find on the Dashboard of your domain?
Scanner and browser requirements to scan from Yuki
See all 4 articles
Getting started with your administration(s) in Yuki
21
Role of entrepeneur and accountant in Yuki
Start with new domain (entrepeneur)
Provide name, address details and legal nature
See all 21 articles
Functionalities/features in Yuki
2
PO Box
Archive
