What does the trial version of Yuki include?

Modified on Wed, 22 Jan at 4:13 PM

Disclaimer

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


Depending on the size of your company and the functionality required to maintain up-to-date accounting in Yuki, you can now choose in the Yuki Store as an entrepreneur the bundle that's right for you /or add additional feature(s).


TIP!

Via the 'Calculate yourself' link in the Yuki Store, you can use a so-called advice tool. Based on manual input, this tool suggests the ideal bundle and associated costs for you.


After selecting your chosen bundle (upgrade) and/or extra feature(s), it is immediately available for use in your domain!


The cost for the chosen bundle and/or added extra feature(s) will be invoiced by Yuki directly to the entrepreneur.


Only a user with the 'Management' role in your domain can choose an appropriate bundle and/or add an additional feature.


FOR FREQUENTLY ASKED QUESTIONS ABOUT BUNDLES IN YUKI SEE FAQ BUNDLES!


However, during the first 4 months you can use the free trial of Yuki!


This trial offers you the following features:

  • Unlimited number of invoices (purchase and sales) per month.
    Purchase invoices include all expense claims (from employees).
    Sales invoices include all invoices created in Yuki or imported via API link.
  • 1 user (maximum 1 user).
  • Communication with accountant (PO Box)
    Submitting files (documents and transactions), points of attention in administration and asking questions.
  • Document archive (Archive)
  • Financial monitor (Financials)
  • Financial insights (Financials) 
  • Bank accounts (Bank)
  • Automated payments (Bank)
  • Sales invoices (Sales)
  • Quotations (Sales)
  • Payments via Mollie (Mollie)
  • Customer management (Contacts)
  • Automated invoice reminders (Settings).


TIP!

If you want more than one user (employee) to have access to your domain in Yuki then you should choose the Medium or Large bundle. These bundles include the feature Add additional users.


A detailed description of the above features can be found in the Yuki Store (via the 'Features' link at the top of the screen).

Later in this article is described how to access the Yuki Store from any screen in your domain.


Start with trial 

After your first login to your domain, the following message will appear on your screen:



Click on the link Watch the video with brief introduction of features here if you want to watch a demo of some of the functionalities and features in Yuki.


To actually start with the free trial version of Yuki, click on the Start now! button.



After you start the trial, a yellow bar is shown at the top of your screen counting down the number of days until the trial end date (4 months).

In addition, all users with the 'Management' role in your domain will receive an email two weeks, one week and one day before this end date.


If you do not choose a bundle before the trial end date, you will automatically use the Minimal version of Yuki from this end date.


Choose bundle and/or add extra feature(s) during trial


A user with the 'Management' role in your domain can choose one of the following bundles and/or add extra feature(s) via the Yuki Store:

  • bundle Small: contains the same features as the trial version except the maximum number of invoices per month (20 invoices)
  • Bundle Medium (upgrade): contains more features than the free trial version 
  • Bundle Large (upgrade): contains more features than the free trial version
  • Bundle Unlimited (upgrade): contains more features than the free trial version
  • feature Hours registration (only available in bundle Small, Medium, Large and Unlimited): registration of billable hours by employees and creation of sales invoices after approval and fiatting.


The administrative office/accountant can add the following features for you in your domain through your contract:

  • Yuki Foreign currency: create or submit foreign currency invoices, import foreign currency bank accounts
  • Payroll link with Loket
  • Payroll link with Nmbrs
  • Yuki WKR: working expenses (cost type and VAT percentage) are automatically included in the WKR tool during accounting processing and shown on the basis of a clear interim report (summary).
  • Rabobank accounting link
  • Accounting link with ABN AMRO
  • Accounting link with ING
  • Accounting link with Knab
  • Ponto PSD2 links
  • Yuki Webservice (from 1000 to 5000 calls per day)
  • Yuki Webservice Extended (from 5,000 to a maximum of 10,000 calls per day)
  • Yuki Sales Webservice: fully automated retrieval of sales invoices processed in an external program (up to 1,000 calls per day) for automatic processing in Yuki.
    This feature is only available in a domain with the Minimal version.

Open Yuki Store

You can access the Yuki Store from any screen in your domain:

  • at the top of the navigation bar, click on the Switch domain icon and then on the Upgrade my bundle link


  • click on the shopping cart at the top right of your screen;


The Yuki Store will open where you can choose a bundle by clicking on the Buy now button in your chosen bundle under Subscription bundle plans. In the now-opened follow-up screen, expand your bundle with an additional feature if you wish by selecting it.


Then click on the Checkout button and confirm your order.


For a detailed description of the Yuki Store, see article Yuki Store.


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