'Bank connections' report

Modified on Thu, 25 Jul at 4:51 PM

Disclaimer

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


In the Yuki accountant portal, a report is available in which you can view all bank links that are currently realized in the domains.


A user with the 'Portal administrator' or 'Portal back office' role can view this report.


The following bank connections are shown here by bank account:

  • ABN AMRO accounting link (ABN Access Direct SFTP).
  • Rabobank accounting link (Rabo Internet Bankieren Pro)
  • ING accounting link (ING Koppeling Boekhoudpakket)
  • Knab accounting link. 

 

For a detailed description of the ABN AMRO, ING or Knab accounting link in Yuki, see category Links.

For a detailed description of the Rabobank accounting link, see article Rabobank accounting link.


ATTENTION!

After realizing the new Rabobank accounting link, it will be shown in the report with description Rabobank API.


In the accountant portal, click on Management and then on Reports

In the now-opened screen click on Bank connections to view a report of the realized bank connections per domain in the portal.


The following screen is opened:



Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article