Disclaimer

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

The Private withdrawal action is used for the deposits to the bank account of the business owner.

Based on the legal form, the transaction is recorded differently. In the case of an unincorporated company, the transaction is posted to a private account; with legal entities, it is posted to an CA.

ATTENTION!

For incorporated companies, salary should not be recorded on these accounts. The 'Payment to employee' action should be used for this.

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.

You will see the following screen when you click this action:

Make sure you select the right business owner. You can then click on the Completed button, which will show the next transaction in the workflow.