Set up messages from Yuki

Modified on Mon, 1 Jun at 2:45 PM

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:

Administrative questions: General questions from the accountant or back office regarding bookkeeping.
VAT return: Notifications regarding outstanding, submitted, or pending approval VAT returns.
Points of attention: These are crucial notifications, such as documents that are illegible or require additional information before they can be processed.
Payroll management: Tasks related to pay slips.

This is only relevant when using the Nmbrs, Loket, or Yuki payroll service.
Peppol traffic: Notifications regarding the status of the Peppol network (successful registration, cancellations, receipt of invoices, or invoices that unexpectedly could not be sent via Peppol).

Who can manage this?

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

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?