Create document (bank statement) manually

Modified on Thu, 04 Jan 2024 at 03:27 PM

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.



ATTENTION

Using the Scan Wizard (via the option 'I want to scan a document of one or more pages') is no longer supported. Therefore, we advise you to submit your documents to Yuki via another method.


Some scanners have software that also allows you to scan to Dropbox of Google Drive. When you have shared Dropbox or Google Drive with Yuki, you will find the scanned documents in the PO Box under History or Digital mail.

If your scanner has a mail function, you can also use the e-mail address for documents in Yuki to deliver your documents. You can find this e-mail address in 'My domain'.


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.



  • Windows Internet Explorer wil not be supported anymore by Yuki from 1 januari 2019. If you use this browser, it is therefore no longer possible to install the Scan Wizard.

    TIPS!

    Some scanners have software that also allows you to scan to Dropbox of Google Drive. When you have shared Dropbox or Google Drive with Yuki, you have the same functionality as the Scan Wizard.

    If your scanner has a mail function, you can also use the e-mail address for documents in Yuki to deliver your documents. You can find this e-mail address in 'My domain'.


  • 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.


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