How can I navigate in my domain in Yuki?

Disclaimer

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

To make the navigation in Yuki user-friendly, as much data as possible in a domain such as your personal data, your settings, etc. have been brought together in one place for faster and clearer access.

You will always find this navigation in the same place in all screens in your domain!

The navigation consists of:

• a navigation bar on the left-hand side of your screen
• a handy Search function at the top of your screen (see article How does the Search function work in my domain?)
• five buttons on the right of your screen:
  • button (shopping cart icon) that opens the Yuki Store (only available to user with role ‘Management’ in domain)
    
    
  • button that gives you direct access to some basic applications: 
    • Help with navigation: open an article with a detailed description of the new navigation in Yuki.
    • Chat with support: you can chat directly with a Support employee from Yuki
    • Give your opinion: give your opinion on the new navigation
    • VAT calculator: calculate an amount including VAT, an amount excluding VAT or the VAT amount
    • Currency calculator: convert the rate of one currency on a given date to the rate of another currency on that date.
      
      
  • button (megaphone icon) that allows you to view the latest news from Yuki
    
    
  • button that opens bookmarks to other pages in your domain

    Each user can create his or her own bookmarks in a domain 
    
    

  • user button that gives you direct access to your personal profile
    Depending on your user rights in the domain, a personal profile is shown (see article Your personal profile within a domain (user button)).

Navigation bar

The navigation bar is always found on the left side of the screen and gives you direct access to:

• Domains
  You can navigate directly to 'My domain', switch to another domain you have access to as a user or search for a domain.
• Dashboard
  From now on, you can always return directly to your Dashboard from any screen in Yuki by using a button with your own navigation logo (to be set by you) (see article Company profile: General tab).
• Functionalities
  Click on one of the functionalities available to you and a submenu will immediately open with all the applications/features you can use.
• All settings in your domain
  These are now categorised and collected in one place!
  Think of settings for your domain, your financial data (general ledger accounts, VAT rates, etc.), your sales (invoices and reminders), your integrations with other software (Mollie, Comandi, etc.), other settings such as for your calendar, archive, etc. and, of course, your own user settings.
  
  A handy new setting that has been added is 'Display settings'! If you prefer to work with the smallest possible navigation bar, you can hide the names of the functionalities by setting the density to 'Compact' instead of 'Comfortable'. In addition, you can also adjust the colour of the menu bars by changing the 'Hybrid' theme to 'Dark or 'Light'.
  For a detailed description of display settings, see article Display settings

For example, depending on the bundle you have chosen in your domain, your user rights and additional features added to your domain by yourself or your accountant, the following navigation bar will be shown on the left-hand side of your screen:

The next icon represents the functionality that, among other things, allows you to navigate between multiple domains you can access as a user.

User Here you can directly open the 'My domain' screen or navigate to another domain to which you have user access.

The following icons each represent a functionality within Yuki. A functionality consists of a set of applications (features) that together form a part of the administration.

	Start (Home)
	PO Box This is where you can submit all your documents and transactions (bank files) and communicate with the back office.
	Archive This is where you archive all your documents, including non-financial documents.
	Financials including the Yuki Analytical accounting feature Here you will find, among other things, your business monitor, the overview 'Revenue and Costs', 'Assets and Liabilities', the list of outstanding debtors and creditors, etc.. In Yuki, you have the option of analytical accounting. These entries of costs and revenues are assigned to certain dimensions such as cost centres and cost carriers according to an analytical plan (view). A well-known example of cost centres are departments within a company, cost carriers are end products to which costs are attached.
	Bank including the Yuki Betaalservice (Betaallijst) and Yuki Incasso features Overview of all your business bank accounts, credit cards and online payment providers and the transactions recorded on them. Pay your invoices via the payment list or a SEPA payment file in Yuki. Collect your sales invoices via a SEPA direct debit file in Yuki.
	Sales including the Yuki Offerte, Yuki Factuur and Mollie features Create quotes, send them to your customers and if the quote is accepted, immediately create a sales invoice. View the posted sales invoices or create your own sales invoices. Set Mollie as a payment provider for sales invoices that you have sent to your customers.
	Purchase Here you will find the overview of all your purchases, suppliers, invoices pending and unpaid invoices.
	Human resources including the Yuki WKR feature Overview of all employees and relevant documents such as their pay slips, expense claims and absence registration. Yuki WKR automatically processes the work costs in your administration and provides up-to-date information on how many work costs the free space still allows.
	Contacts (CRM) All your customers, suppliers, employees and other contacts in one place. See what business you have done with them, send a mailing or print labels.
	Projects (Dossiers) Projects are a way to bundle data in Yuki about a specific topic or from a dossier. This includes data such as documents, financial transactions, contacts, appointments, tasks, etc.
	Email With POP3, get all your business mail and link it to customers, suppliers or employees.
	Calendar including the YukiUren and Yuki Workflow features Record the billable hours of your employees on customers or projects and create invoices for your customers after approval. Set up a workflow within your company for approving invoices, organising orders or following up simple work orders.

In addition, the Yuki Vreemde valuta feature is available for companies (administrations) that regularly send sales invoices in foreign currency or have one or more foreign currency bank accounts.

Yuki Vreemde valuta is integrated into the Bank, Sales and Purchase functionality.

The next icon represents all the settings you have captured and have been brought together and categorised in one place.

Settings  As a user you can record your personal preferences here, these will not affect the Yuki software. In addition, settings can be set that will affect the functioning of Yuki.