Financial monitor (Beta)

Disclaimer

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

In the financial monitor you can see the main indicators (key figures) of your company, graphically illustrated. View standard graphs of the development of your net revenue, profit and costs, operating expenses and ageing of outstanding debtors and creditors. 

In addition, if required, you can also have a number of optional graphs of indicators shown such as the bank balance, cash balance, working expenses and the somewhat more complex KPIs (Critical Performance Indicator) such as working capital and financial health (solvency and return on equity) of the company.

Among other things, you can view the financial monitor from the current year (up to the current month) or past years. The data of the different indicators are shown in the image below until March of 2024.

For the indicators Net revenue and Profit and loss, the data from last year can be shown or hidden by activating or deactivating them in the settings. 

It is possible to change the indicators shown in the monitor and/or their order. To do this, you can change the monitor settings by clicking on the Settings button.

Only a user with the 'Back office' role in the domain or the role 'Financial administration', 'External accountant' or 'Management' can view the financial monitor or change the settings.

From the financial monitor, a user with the 'Back Office' role in the domain or the 'Financial Administration', 'External accountant' or 'Management' role can:

• change the indicators shown and/or their order
• download or print the financial newsletter.

Hover your mouse over the Financials icon in the navigation bar, then click on Monitor. 

The following screen is opened:

Hover your mouse over the graph of an indicator to see the data of a particular month or ageing of outstanding debtors and creditors in more detail.

To do so, in the graph of the indicator 'Financial Health' click on the i-icon behind 'Solvency' or 'Return on equity'.

The data shown in the financial monitor can be refreshed by clicking on the Refresh button. 

Click on the View report button in one of the graphs in the monitor to view the corresponding indicator in more detail.

TIP!

Yuki also makes the monitor's graphs available as widgets so that they can be shown on your own intranet, for example.

Change indicators shown and/or their order

You can change the settings of the financial monitor by clicking on the Settings button.

the following screen is opened:

Specify whether last year's Profit and loss and Net revenue should be shown in the standard graphs.

Also indicate here which optional indicators should be shown in the financial monitor and which should be hidden. Using the button with the dots, drag an indicator to the correct place in the order of the indicators shown in your screen. Click on the Save button to save your changes.

Download or print financial newsletter

You can open a financial newspaper (PDF document) containing the financial monitor data by clicking on the Newsletter button. 

The following screen is opened:

By default, the newsletter of the selected administration with the data from the current year up to and including today is shown. However, you can change the administration and/or the period shown by selecting the required administration and/or one of the following periods on the left at the bottom of the newsletter: last week, last quarter or last month.

The newsletter shown can be downloaded or printed by clicking on the Download or Print icons.