Create document (bank statement) manually

Disclaimer

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

If there is (still) no scanned paper document available yet you can also create a document manually and subsequently process it in your administration. 

Click on the Archive icon in the navigation bar and then click on File cabinet. Subsequently, in the now-opened screen, click on the New document button.

In the now-opened screen you are asked in which way you want to create the document.

TIP!

To create a statement manually, select the option I want to type a document immediately and change, in the now-opened screen, the document type to Bank statement.

Yuki wants to store as many documents as possible so later you are able to find out why a specific entry has been recorded. Here you have four options:

• Upload a file from your PC (for example a pdf file or Excel sheet)
  
  
  After choosing a file click on the Continue button and the document is shown on the right side of your screen.
  
  
• Upload a number of files that belong together (for example two scanned pages in jpg format).
  
  
  You click on the Select files button in order to select the files on your computer and then you click on the Start upload button. The documents are shown per page on the right side of your screen.
  
  
• You don't have a document but still want to enter it manually
  
  
  Then you select the correct document type from the list and process the document as usual.