Export documents from Archive

Disclaimer

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

You can use the function Export in the Archive if the financial year is closed and you want to save all the documents of that year also on your computer, USB-stick, server or a dvd. By using this function, you can easily export all the documents of a financial year from an administration. 

Only a user with the 'Management' role can export all documents from the Archive.

A user with the 'Back office' role in the domain can only export the documents from the financial folders (gray folders).

Click on the Archive icon in the navigation bar and then click on Export.  

The following screen is opened:

In this screen you first have to select the correct administration and the right period and then you have to select all the folders that you want to export from the Archive. After you have clicked on the Export button, the following message appears on the screen: 

As long as the status of the export is 'Open', the epxort can still be deleted.

the export file wil be created the same night, so within 24 hours. If this file is ready, you will receive an email with a link from Yuki. Through this link you log in in your domain in order to download the file. An archive or part of an archive cannot be downloaded immediately because these are often very large files.

ATTENTION!

The link is only valid for 14 days!

Of the selected folders a ZIP file is created that contains a directory for each folder. Thus in one file you have all the documents together that for example belong to a specific annual account.

When you have terminated the contract with Yuki then is is advisable to export the documents at least two days before the contract expires. If you export the data on the last day then you cannot log in in your domain anymore through the link in the email. In that case you have to extend your contract with one more month.