Bank accounts of contact

Disclaimer

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

In Yuki you can view an overview of all bank accounts that are created for a contact. 

Hover your mouse over the Contacts icon in the navigation bar and then click on Contacts. Open the relevant contact card and then click on Bank accounts in the now-opened screen. 

The following screen is opened:

Click on > in front of the bank account in order to open it.

This bank account can be used for payments (via a SEPA payment file). 

A user with financial rights ('Financial administration' or 'External accountant' role) or the 'Procuration' or 'Management' role has to validate the bank account by clicking on the Confirm button. 

Depending on your user role in Yuki you can view all documents in which the bank account is used by clicking on the Documents button.

Click on the New bank account button in order to create a new bank account.

For a detailed description of the different input fields of a bank account, see article Create account (bank account, credit card and/or online payment provider).

Enter the data of the new bank account and then click on the Save button.