Export statements

Modified on Fri, 29 Sep 2023 at 03:41 PM

You can use this function to export all transactions of cashflow statements, bank statements, credit cards and electronic statements in Yuki at once.

Only a user with the 'Back office' role in the domain or the 'Management', 'Financial administration' or 'External accountant' can export bank statements.

Hover your mouse over the Bank icon in the navigation bar and then click on Export statements.

The following screen is opened:

In order to export all transactions of all years, a specific year, half year, quarter or month you have to select the correct period and indicate if the transactions of all administrations in a domain should be exported or only the transactions of a specific administration. Subsequently click on the Download button.

All transactions are now downloaded in a CSV file to your hard disk. The columns (9 in number) and the order thereof in the CSV file are similar to the columns that are shown in your screen. You can also use this CSV file for the import in several other software programs.

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