Request activation of Ponto

Modified on Thu, 18 Apr 2024 at 01:29 PM

Disclaimer

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


Ponto enables all bank accounts to be securely and reliably linked to Yuki according to PSD2 and GDPR regulations,


Once a bank account is linked to Ponto, all bank transactions of the relevant bank account (including opening and closing balances) are automatically added to the records every day.


For more information about Ponto see https://myponto.com/en/products/account-information-service/.


As an entrepreneur, you can indicate yourself that you are interested in using the Ponto PDS2 link in your domain.


Only a user with the 'Management' role in the domain can ask the accountant about this.


Click on the Settings icon in the navigation bar. Then in the now opened screen, click on Ponto PSD2 links in the Banks section.


The following screen is opened:



Click on the Ask accountant button.


The following message appears on the screen:



The accountant will receive this question as an outstanding question in the domain PO Box.



Once the accountant has activated Ponto in your domain, you will receive a notification about the activation of Ponto in the Yuki Assistant app and in the PO Box. An e-mail will also be sent about the activation of Ponto.  


From this moment on, one or more bank accounts in the domain can be linked to Ponto.


For a detailed description, see article Link one or more bank accounts to Ponto.


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