Disclaimer
All screenshots in the article were taken in the Dutch version of Yuki.
In Yuki, each portal has its own accountant profile.
The accountant profile consists of the administration details, financial detailsand any subportals.
From this screen, a user with the role “Portal administrator” can:
- add a logo to the portal
- change the administration details
- change the financial details
- change the accountant profile of subportals.
A user with the 'Portal back office' role can only view the above data.
To access the accountant profile, click on the Switch portal button on the left side of your screen and then click on Accountant profile.
The following screen is opened:
Add logo to portal
You can add a logo of the company (portal) by clicking on the Upload icon in front of the portal name.
Then locate and open the logo image file on your computer.
The logo has now been added to your accountant profile.
TIP!
To change or delete the added image, click on the Upload icon.
Change administration details
To enter and/or change administration details, click on the Edit button in the Company information section.
The following screen is opened:
Save the data entered and/or changed by clicking on the Save button.
Change financial details
To enter and/or change the financial details of the administration, click on the Edit button in the Financial information section.
The following screen is opened:
Save the data entered and/or changed by clicking on the Save button.
Change accountant profile of subportals
In the Subportals section, click on the link of a subportal to view and/or change the accountant profile of that subportal.
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