What does the Small bundle include?

Disclaimer

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

Depending on the size of your company and the required functionality, you can choose a suitable bundle or add extra features in the Yuki Store. The costs for this are invoiced directly to the entrepreneur by Yuki.

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

Permissions and roles

Only users with the 'Management' role can choose bundles, upgrade, or add extra features.

Small Bundle

The Small bundle is the basic bundle for small businesses; the costs of this bundle are invoiced directly to the entrepreneur.

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What is included in the Small bundle?

During the trial, you have access to the following features:

• 75 invoices per month: purchase invoices, sales invoices, and expense claims (from employees).
  Sales invoices also include all invoices created in Yuki or imported via an API connection.
• 1 User: a maximum of one user has access to the domain.
• Communication with accountant (PO Box): submitting files (documents and transactions), viewing points of attention in the administration, and asking questions.
• Standard functionality: document archive (Archive), Financial monitor & insights (Financials), bank accounts & automated payments (Bank), sales invoices & quotations (Sales), CRM (Contacts).
• Links & Extras: payments via Mollie (Mollie link) and automatic invoice reminders (Settings)
• Peppol: send and receive invoices digitally via the secure Peppol network.
• Sustainability: access to the Sustainability monitor.

TIP!

Do you want more than one user to have access to the domain? Then, after or during the trial, choose the Medium or Large bundle. These include the option to add extra users.

You can find a detailed description of the above features in the Yuki Store (via the 'Features' link at the top of the screen).

Reached the limit of processed invoices?

As soon as you reach the maximum number of allowed invoices per month, a notification will appear on your screen.

This notification is also sent by email to all users with the 'Management' role.

• You can find an overview of all processed transactions per month in the PO Box via the Processed transactions link (on the left of the screen).
• You can also check the percentage of processed invoices relative to your bundle in your subscription details.
  Here you will also find the contents of your bundle, your payment method, and the invoices billed to you from Yuki.
  
  For a detailed description of your subscription, see article My subscription (bundle).

Activate bundles and features via the Yuki Store

As a user with the 'Management' role, you can independently upgrade to a larger bundle or add the Time Tracking feature via the Yuki Store:

• Minimal bundle (Downgrade): exclusively for submitting documents, no financial insight, unlimited number of invoices per month
• Medium bundle (Upgrade): contains more features than the trial, limited to a maximum of 125 invoices per month
• Large bundle (Upgrade): contains all features, limited to a maximum of 200 invoices per month.
• Unlimited bundle (Upgrade): contains all features, unlimited number of invoices per month
• Hour registration feature: available in bundles Small, Medium, Large, and Unlimited. With this, employees register billable hours, and you can immediately create sales invoices upon approval. 

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

All users with the 'Management' role in your domain will receive an email about this.

ATTENTION!

If you choose the Minimal bundle, no email will be sent.

Features that your accountant/administrative office can activate

Some advanced features can only be added by your accountant via the contract:

• Yuki Foreign currency: creating or submitting invoices in foreign currency, importing foreign currency bank accounts
• Yuki WKR (Work-related costs scheme): work-related expenses (cost type and VAT percentage) are automatically included in the WKR tool during accounting processing and displayed using a clear interim report (summary).
• Payroll links: Loket and Nmbrs.
• Bank links: Rabobank, ABN AMRO, ING, Knab, and Ponto PSD2.
• Web services (API):
  • Yuki Web Service (from 1,000 - max. 5,000 calls/day)
  • Yuki Web Service Extended (from 5,000 - max. 10,000 calls/day).

How do you open the Yuki Store?

You can open the Yuki Store from any screen in your domain in two ways:

• Click on the Switch domain icon in the navigation bar at the top and choose Upgrade my bundle.
  
  
  
• Click directly on the shopping cart icon in the top right of your screen.
  
  

Activate bundle

To order a bundle:

• click on Buy now next to the required bundle under Subscription bundle plans
• add extra features if required on the next screen.
• click on Checkout and confirm the order. 

The upgrade is active immediately!

TIP!

Not sure which bundle suits you? Click on the Calculate yourself link in the Yuki Store. This advice tool calculates the ideal bundle and the associated costs based on your input.

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

Change bundle or remove extra features

You can flexibly change the chosen bundle or extra features at any time via the Yuki Store.

All users with the 'Management' role will receive an email notification for every change.

Important regarding downgrades

Are you switching to a smaller bundle (downgrade) or removing an active extra feature?

• The current larger bundle or the extra feature will remain available until the end of the current calendar month.
• The change and any rate adjustment will only take effect on the first day of the new month.