Intercompany transactions

Modified on Mon, 29 Apr 2024 at 05:06 PM

Disclaimer

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


If there are multiple administrations within one Yuki domain, the transactions between the administrations the so-called 'intercompany transactions' can be easily viewed. 

From the administration's contact card, you can see Financials on the left of your screen. Here you can view the following intercompany transactions: outstanding invoices, ageing analyses and transactions.


Open 'My domain':

  • Click on the domain name at the top left of the screen and then on the My domain tile
  • In the navigation bar, click on the Start icon and then on the My domain tile
  • In the navigation bar, click on the Settings icon and then on My domain in the now-opened screen.


In the now-opened screen, you will find all administrations within the domain.


When you click on the name of an administration, Yuki shows the contact card of the administration.



Then, under Financials, you will find all intercompany outstanding invoices, ageing analyses and transactions.


If you now want to see, for example, the intercompany transactions between one of the other administrations in the domain, you can select the administration using the drop-down menu. If you click on (all administrations), Yuki will show all intercompany transactions between the selected administration and the other administrations.



Double-click on the transaction whose entry you want to view in more detail. The following screen is opened: 



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