Send financial newspaper

Which settings you can specify in a domain depends on the selected bundle (and any additional features added) and the role(s) you have as a user in the domain.

In Yuki, you can define a number of financial settings in a domain that will affect how Yuki works. These include available countries, associated currencies, Yuki's chart of accounts, VAT rates, etc. 

You can send a complete overview (Financial newspaper) of your administration to yourself or other users via email every week or month. This newspaper gives you direct insight into your accounts (revenue, results and balances). You will also get an overview of all outstanding and processed transactions.

The newspaper is sent as a PDF document by default, You can receive the newspaper directly as an (HTML) email newsletter if you choose for a monthly edition.

Only a user with a 'Back office' role in the domain or the 'Management' role can create a new subscriber.

Only a user with the 'Management' role can view this overview.

Access to financial settings

All saved settings, such as your financial paper, are centralized within your domain and organized into logical categories.

To access these settings:

• click on the Settings icon in the navigation bar
• then, in the now-opened screen, click on Financial newspaper in the Financial section.

Financial newspaper subscribers

In this screen, you will see a list of subscribers for which you can see all the details of each subscription. 

At the top of your screen are a number of buttons that are described in detail in this article.

Change subscription

By clicking on > in front of a subscriber it is possible to change the subscription.

Create new subscriber

To create a new subscriber, click on the New subscriber button. The following screen is opened:

The following is a description of all the settings you can set for a subscriber.

Subscriber

• Name: select the name of the subscriber (user with access to one or more administrations in the domain).
• Email: the subscriber's email address is automatically filled in by Yuki.

Financial newspaper subscription

• Send financial newspaper: the newspaper is sent as an email newsletter.
• Frequency: a weekly edition, monthly edition, quarterly edition or annual edition can be sent.
• File format: the default file format of the financial newspaper is PDF. If a monthly edition (frequency) is chosen, the newspaper can also be sent in HTML format.
• Place a copy in the archive: a copy of the newspaper is placed in the archive as a PDF document.
• Access level: set the access level of the PDF document in the archive: All employees, Management or Private.

Administrations

Here you have to select the administration(s) of which a financial newspaper should be sent and/or a copy of it should be saved in the archive.

Only the administrations to which the subscriber (user) has access are shown here.

Click on the Save button to create the new subscriber.

Sent financial newspapers

To view the list of all financial newspapers that have already been sent to subscribers, click on the Sent financial newspapers button.

In this screen you can see on which date a financial newspaper has already been sent to which subscriber.

Depending on the frequency, the subscriber will receive the financial newspaper by email on the first day of the set period.

TIP!

When you have activated Yuki notifications, a pop-up notification will appear at the bottom right of your screen.

Preview PDF

To view a preview of the financial newspaper as a PDF document, click on the Preview PDF button.

At the bottom left of the preview, you can specify the period (last week, last month, last quarter or year up to and including today) and the company or companies (administration(s)) whose data should be shown in the financial newspaper.

Preview HTML

To view a preview of the financial newspaper in HTML format, click on the Preview HTML button.