Administrations

Disclaimer

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

An administration is a sole proprietorship, V.O.F., B.V., N.V., foundation, association or any legal form registered with the Chamber of Commerce.

For many Yuki users, a domain will be the same as the online administration of his or her company. However, multiple administrations can be managed within a domain.

From this screen, a user with the “Portal administrator” or 'Portal back office' role can:

• view the company details (settings)
• view the domain details (settings)
• directly open an administration
• view the Fiscal unity (VAT)
• view the Fiscal unity (corporate tax)
• manually update the customer data changes to be synchronized (via CRMhub).

From this screen, a user with the role 'Portal administrator' can:

• change the domain details (settings).

In the accountant portal, click on Management and then click on Administrations to view an overview of the companies (administrations) in your (sub)portal.

The following screen is always opened in the Default view:

TIP!

Add the “Closing date” column in this view so that you can see from each administration up to and including what date an administration is closed which will prevent any user from making changes before and on that date. 

Views

You can also indicate in this screen that one of the other views should be shown:

• Fiscal unity
  
  
  Here you can see all administrations (companies) in the portal that serve as a Fiscal unity for VAT or VpB.
  
  
• CRMHub
  
  
  Here you see the changes to be synchronized (of customer data) from the CRMHub that can be approved manually.

Filters

In the 'Fiscal Unity' view, you can filter the displayed data by domain Status.

• Active
• Trial
• Startup
• Inactive
• Archived.

In the 'CRMHub' view, you can filter the displayed data by Status of changes to be synchronized:

• New
• Processed
• Rejected
• Failed.

View company details (settings)

• Click on the name of an administration
  or
• Hover your mouse over the line for that administration, click on the button with the three dots, and then select View company details from the dropdown menu.
  
  
  

For a detailed description, see article View and/or change company details (settings).

View, enter and/or change domain details (settings)

Hover your mouse over the line of the corresponding administration, click on the button with the three dots, and then select View domain details from the dropdown menu.

For a detailed description see article View domain details (settings) via portal or Enter and/or change domain details (settings) via portal.

Open a domain directly

Hover your mouse over the line of the corresponding administration, click on the button with the three dots and then select Go to domain from the dropdown menu.

View Fiscal unity (VAT)

Open the Fiscal unity view. Hover your mouse over the line of the relevant administration, click on the button with the three dots, and then select Fiscal unity (VAT) from the dropdown menu.

For a detailed description see article Fiscal unity (VAT) details.

View Fiscal unity (corporate tax)

Open the Fiscal unity view. Hover your mouse over the line of the relevant administration, click on the button with the three dots and then select Fiscal unity (corporate tax) from the dropdown menu.

For a detailed description, see article Fiscal unity (corporate tax) details.

Manually update changes to customer data to be synchronized (via CRMHub)

Open the CRMHub view. Hover your mouse over the line of the relevant change and then click on the Update button.

The following screen is opened:

Select the customer data (fields) to be changed in Yuki, then click on the Update button.

The customer data will be updated in the corresponding administration in Yuki.