Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.


The Record directly as revenue action is used to record revenue with VAT for which no sales invoice has been submitted. 


To start processing bank transactions, open the domain and then click on the Bank icon.

In the Bank transactions to be processed workflow, click on > in front of a bank transaction line and the following screen may appear:



Now enter 'Revenue item group 1' under 'Ledger account' and 'A.H.J. Takkenberg ' under 'Relation'.


Under 'Tax code' you have a number of choices:

  • Non-deductible
  • VAT 0%
  • VAT reverse-charge
  • Export outside the EU
  • Export services inside the EU (2010) 
  • Export goods inside the EU (2010)
  • VAT 6%
  • VAT 21%.


The tax codes shown depend on the name and address of the debtor.

Click on the Save button. You will now see the following screen:



Click on the Completed button which will show the next transaction in the workflow.