Portal settings

Disclaimer

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

Yuki tries to keep the number of settings limited. As much as possible, settings are gathered in one place. At the portal level, a number of settings can be defined that apply to all domains in a portal such as sampling, satisfaction, user access, default values and links (Webservices, payroll link Nmbrs and payroll link Loket).

Only a user with the 'Portal administrator' role has access to and can change all portal settings.

A user with the 'Portal back office' role only has access to and can change preferences, message templates, salary link Nmbrs, salary link Loket and Maximum recognition.

In the accountant portal, click on the Settings icon at the top right of your screen.

The following screen is opened:

The settings shown in red below are only available to a user with the 'Portal administrator' role.

At the portal level, the following settings can be defined:

• General: the settings for sampling, document processing, VAT return approval, security, satisfaction and access settings for end users (customers).
• Default values: creation and overview of central processing rules per contact.
• Terms and conditions: new general terms and conditions (effective May 25, 2018) and the GDPR processor agreement.
• Preferences: language of Yuki in the portal.
• Web services: API keys for web services in portal.
• Template messages: import and creation of (English, Dutch (Belgium), French or Spanish) standard questions and answers for use by back office in customer communication.
• Nmbrs settings: access code for Nmbrs and settings automatic import of payroll documents.
• Loket settings: credentials for Loket and settings automatic import of payroll documents.
• UBL per company: status of UBL invitations per administration in a domain.
• UBL per supplier: status of UBL invitations from suppliers per domain. 
• Login personalization: personalization of Yuki login page using own logo and/or branding.
• CRMHub: Synchronization of changes in your Visma CRM system with customer data in accountant portal.
• Maximum Recognition: purchase and sales invoices are forwarded to Maximum Recognition from the back office workflow for data enrichment if necessary.