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Getting started for accountant... (8)
Start with new portal (1)
Role of entrepreneur and accountant in Yuki
Step 1: Create users (office employees) in portal (1)
Add or remove user (office employee) from portal
Step 2: Create domain with one or more administrations (8)
What is a domain?
Create domain in portal
Add more administrations to domain
View all 8
Step 3: Configure domain with one or more administrations (10)
Manage accountant features
Enter and/or change domain details (settings) via portal
Change status of domain
View all 10
Step 4: Assign or change back office roles (2)
Assign or change back office roles
Assign office employee in bulk to domains
Step 5: Enter company profile (10)
What is an administration in Yuki?
Enter company profile
Company profile: General tab
View all 10
Step 6: Further organisation of administration (3)
Enter opening balance
Accounting for specific branche
Real estate property management
Step 7: Give entrepreneur (customer) access to domain (2)
Assign or change user roles in domain
Rights per user role