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VAT return
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9
Scan documents with Scan Wizard
Document scan guidelines
Scan multiple receipts as one document
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Archive...
Overviews
5
Archive
File cabinet
Recently read by me
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Export
1
Export documents from Archive
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4
Add, move or delete a folder or tab
Create document (bank statement) manually
Upload files from Archive
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OCR match rules
2
Local OCR match rules
Create local OCR match rule
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2
Workflow rules
Create workflow rule
Accounting...
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Close financial year (Annual report)
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Bank...
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Overviews sales invoices
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Web services
17
Yuki API link
Financial monitor widgets
Web service access code (Web service API key / WebserviceAccessKey)
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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
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AccountingInfo web service
6
AccountingInfo web service
GetGLAccountScheme(sessionID, administrationID)
GetPeriodDateTable(sessionID, administrationID, yearID)
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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
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Contact web service
3
Contact web service
SearchContacts
UpdateContact(sessionID, domainId, xmlDoc)
Projects web service
2
Projects web service
Projects - UpdateProject(sessionID,administrationID,xmlDoc)
Yuki Release notes...
Yuki Release notes and Help updates 2020
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Getting started for accountant...
Start with new portal
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Step 1: Create users (office employees) in portal
0
Step 2: Create domain with one or more administrations
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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
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Step 7: Give entrepeneur (customer) access to domain
0
Step 8: Process submitted documents and bank transactions
0
Step 9: Ask questions to entrepeneur (customer)
0
Support for entrepeneur...
Getting started with your administration(s) in Yuki
0
Functionalities/features in Yuki
0
