Disclaimer
All screenshots in the article were taken in the Dutch version of Yuki.
The BO screen will be opened if you open a domain that you have just created.
The screen in which data of the company profile by means of the administration-wizard should be entered is opened as follows:
- Under Companies you will find the administrations in the domain.
- Click on > in front of the relevant administration name to start entering the company profile of the administration.
- Click on the Edit button in the now-opened screen to enter or change data on the Accountant tab.
On this tab, the domain can be transferred from one of your own portals in Yuki to one of your other own (sub)portals when working with multiple portals from one office.
ATTENTION!
If the portals in question use different pricing models, you should inform a Yuki employee of this.
The default setting is the portal from which the domain is created.
TIPS!
- For a description of how to move an administration to another domain in your own portal, see article Move administration to another domain in own portal.
- For a description of transferring a domain (customer) to a new accountant from another firm, see article Transfer domain (customer) to new accountant (firm).
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