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Yuki Release notes...
Partner portal...
Portal settings
0
Back office...
Overviews
5
Your personal back office profile within a domain
Bundle bin
Documents to be processed (workflow)
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Back office processing
2
Back office screen preview
Back office document and communication screen
Process documents
8
Post standard document
Post purchase invoice with payment discount
Post bank or credit card statement
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Process bank transactions
19
Process bank transactions based on IDR
Batch processing bank transactions
Search & replace (bank transactions)
See all 19 articles
VAT return
1
Automatic messages about VAT return
Actions
0
PO Box...
General
1
PO Box
Questions
1
Questions (communication between back office and 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
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Forms
2
Scan forms
Standard cash statement of Yuki
Archive...
Overviews
5
Archive
File cabinet
Recently read by me
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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
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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
3
Import CSV files containing transactions
Import historical data
Import interim data
Export
3
Export financial transactions
RGS (Reference Classification System of Financial Information (RCSFI))
RGS 1.0 Section level
Close financial year (Annual report)
2
Close financial year (Annual report)
Block and/or close administration
VAT return
0
Payroll tax assessment
0
Invoice actions
8
Invoice actions
Move costs or revenue
Change GL account
See all 8 articles
Edit GL account
4
GL account
Editing features of GL account
GL account with outstanding transactions
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Bank...
Bank accounts
0
Bank inconsistencies
10
Bank inconsistenties in general
Cause of bank inconsistency: unsubmitted statements
Cause of bank inconsistency: duplicate transaction lines in statement
See all 10 articles
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
Employees
1
Create electronic expense claim
Contacts...
Overviews
8
Contacts (CRM)
Contacts
My address book
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Printer 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
10
Manage my domain
Access control of administration(s) in domain
View contract details
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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
1
Automatic document recognition (IDR)
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
7
AccountingInfo web service
GetGLAccountScheme(sessionID, administrationID)
GetPaymentMethods(sessionID, administrationID)
See all 7 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
1
What is a domain?
Step 3: Configure domain with one or more administrations
0
Step 4: Assign or change back office roles
2
Assign or change back office roles
Assign office employee in bulk to domain
Step 5: Enter company profile
0
Step 6: Further organisation of administration
2
Accounting for specific branche
Real estate property management
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
