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  • Partner portal...
  • Back office...
  • PO Box...
  • Archive...
  • Financials...
  • Bank...
  • Sales...
  • Human resources...
  • Contacts...
  • Settings...
  • Automation...
  • Web services & links...
  • FAQ...
  • Yuki Release notes...

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
See all 9 articles
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
See all 8 articles
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 7
  • Manage my domain
  • Access control of administration(s) in domain
  • Rights matrix (rights per user role)
See all 7 articles
User 3
  • Set personal preferences
  • Change your own password for domain
  • Display settings
Financial 6
  • Set charts of financial monitor
  • Activate countries
  • Set VAT rate
See all 6 articles
Sales settings 0
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
Purchase web service 4
  • Purchase web service
  • Purchase - Functional description of fields purchase invoices XML
  • Purchase - ProcessPurchaseInvoices(sessionID, administrationId, xmlDoc)
See all 4 articles

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
  • What does the 'Private' column mean in the overview of scan/upload batches (history)?
  • Is there an overview of processed transactions (which will be charged)?
  • Why don't invoices forwarded via Microsoft 365 arrive in Yuki?
See all 6 articles
FAQ Archive 5
  • How do I export all documents from Yuki?
  • What is the 'To be handled by Yuki' folder for?
  • How can I create an additional folder in the Archive?
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
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