Request activation of Ponto (Entrepreneur)

Modified on Wed, 4 Mar at 3:59 PM

Disclaimer

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

Ponto enables bank accounts from more than 30 banks to be securely and reliably linked to Yuki according to PSD2 and GDPR regulations.

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

How does it work?

Once a current account is linked to Ponto, all relevant bank transactions (including opening and closing balances) are automatically added to your administration daily.

Immediately after linking, the day's transactions are automatically retrieved. After that, bank transactions will be retrieved every six hours through automatic bank account synchronization.

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.

To use the Ponto PSD2 link, a number of things must be arranged:

Back office

Entrepreneur

if required, request activation of Ponto
link one or more bank accounts to Ponto
if necessary, reauthorize linked bank account
Every 6 months the authorization of a linked bank account in Ponto must be renewed.

Back office and Entrepreneur

if necessary, manually retrieve transactions (from the past) in Yuki
Past bank transactions can be retrieved up to 180 days back.

Access to Ponto

All settings for Ponto are centralized within your domain and divided into logical categories.

To access these settings:

click on the Settings icon in the navigation bar
then, in the now-opened screen, in the Bank section click on Ponto.

Request activation

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.

Activation of Ponto in domain

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.