Set up messages from Yuki

Modified on Tue, 3 Mar at 11:42 AM

Disclaimer

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


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 adjust a number of domain settings to control your contract, administration(s), user(s), messaging, blocking/closing your domain, among others.


In a domain, you can set which user per administration will receive the messages from Yuki.


The messages concern the following:

  • Questions about the administration
  • Messages about the VAT return
  • Questions about the points of attention (for example documents that cannot be processwill ed)
  • Tasks related to pay slips.
    This setting only applies when the Nmbrs, Loket or Yuki payroll service is used.
  • Messages about the registration or deregistration with Peppol
  • Messages about reception of invoices or failed invoices delivery using Peppol.


Only a user with the 'Management' role or the owner of the domain can set the messages of Yuki.




In Yuki, you can set the following domain settings:

  • General
    General information such as the owner and language of the domain, among others.
  • Contracts
    View contract details, add or remove features to contract, cancel or reactivate contract.
  • Companies
    All administrations included in this domain, create new administration and set up Fiscal unity if applicable.
  • Users
    All users with access to this domain, grant or deny additional user access, delete user, assign role(s) to additional user, assign ‘Back office’ role to user if feature ‘Self-accounting’ is activated.
  • Messages
    Which user per administration will receive messages from Yuki about VAT returns, points of interest, pay slips if applicable, and Peppol.
  • Tags
    Put a “label” (tag) on specific data in the domain for easier retrieval..
  • Tax authorities
    Whether or not required approval of VAT return by entrepreneur before sending VAT return to tax authorities.
  • Block and close
    Blocking and/or closing administration for audit or year-end purposes.



Access to domain settings

All saved settings, such as the messages form Yuki, 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, in the Domain section click on Messages.



Messages from Yuki settings




In this screen you can see which users are currently receiving messages from Yuki.


Here for each administration you can set who Yuki sends messages to regarding the following topics:

  • Who will normally receive the questions Yuki has about the administration?
  • Who will receive messages about the VAT return (automatic reminders and actions)?

    By selecting 'No recipient' you will not receive messages about the VAT return for the administration (in case you're sure that you are monitoring this yourself).


  • Who will receive messages about the points of attention, such as documents that can't be processed or are missing?
  • Who will receive tasks concerning the pay slips?

    Messages about the pay slips can only be sent to a user with the 'Management' or 'HRM' role.

  • Who will receive messages about Peppol registration/deregistration?
  • Who wil receive messages about reception of invoices and failed invoices delivery using Peppol?


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article