Settings (Beta)

Disclaimer

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

In a domain, each user can set his or her personal preferences; these have little impact on the operation of the Yuki software. In addition, settings can be set that do affect the operation of the software. 

It depends on the role(s) you have as a user in a domain which settings you can define. 

All captured settings are grouped and categorized in one place in your domain.

Click on the Settings icon in the navigation bar and the Settings screen is opened:

The settings shown here depend on your bundle, your user rights in a domain and additional features added in a domain. 

The settings you can define in your domain are grouped into the following categories:

• Personal
• Domain
• Billing
• Integrations
• Workspace
• Archive
• Financial
• Sales
• Bank
• Other.

These settings are briefly described by category below.

Personal

These settings will not affect the operation of Yuki:

• Preferences
  Personal preferences regarding your desktop, the Archive, the Yuki Scan Wizard, your mail, etc., among others.
• My profile
  Your contact card with all associated data.
• Change password
  Change password or email address for login domain.
• E-mail accounts
  Overview of your created email accounts.
• Display settings
  Personal settings regarding your navigation bar and menu bars in all your screens.

Domain

The settings below will affect the operation of Yuki:

• General
  Some general information about the domain such as domain owner, domain language, etc.
• Contracts
  The details of your contract with Yuki. You can cancel or reactivate an administration's contract here.
• Companies
  An overview of the companies (administrations) included in the domain.
• Users
  An overview of all users with access to the domain. For each user in a domain, you can define which administration(s) he or she has access to. Each user has certain basic rights. By assigning someone a role, you can give someone additional rights.
• Messages
  Questions about administration, messages about VAT returns or points of interest.
• Tags (operation of Yuki is not affected)
  Active and inactive tags
• Tax authorities
  Whether or not required approval of VAT return by entrepreneur (customer) before sending VAT return to Tax Office.
• Block and close
  Overview of blocked and/or closed administrations.

Billing

These settings will not affect the operation of Yuki:

• My subscription
  All details of your bundle's subscription such as details of your current bundle, usage (number of invoices processed), payment method and billing history of the bundle can be viewed here.
• Processed transactions
  In this view, you can see which transactions have been processed in Yuki over a given period.

Integrations

The settings below will affect how Yuki works:

• Mollie 
  You can set up Mollie as the online payment provider for your digital sales invoices. This requires a number of steps:
  • Link administration in Yuki with your existing account with Mollie or create a new account with Mollie that is directly linked
  • Add Mollie payment link to the invoice layout of your sales invoices
  • Your clients pay your sales invoices via Mollie
  • Import bank statements from Mollie into your administration
  • Import purchase invoices from Mollie into your administration
  • Process transactions from Mollie in your administration.
• Web services
  Settings for exchanging information with applications/services of external parties
• Peppol
  PEPPOL is a European initiative to standardize e-invoicing. It allows you to more securely send e-invoices to and receive them from your relations who are also in the secure Peppol network. An e-invoice is an electronic invoice. On an e-invoice, the required data is always in a fixed place with its own coding. This makes it possible for Yuki to process an e-invoice automatically.Here is an overview of all administrations currently registered in Peppol.
  You can register or unregister an administration in Peppol if you wish.
• Bank links
  Here you can find all accounting links currently implemented in the domain. You can add a new Rabobank accounting link by following these steps:
  • Activate 'Rabobank link' feature in Yuki (by accountant)
  • Provide one-time authorization to retrieve bank transactions
  • Link bank account(s)
  • If necessary, manually import bank transactions via accounting link.

Workspace

These settings will not affect the operation of Yuki:

• Spam settings
  Overview of email addresses that have been blacklisted or whitelisted back from Digital Mail.
• Task type
  In Yuki, you can use different types of tasks with each document. A task is an action, question or assignment for a user within Yuki.

Archive
This setting will not affect how Yuki works:

• Access
  For the documents in the Archive, you can set which users have access to the default documents in the gray folders (top shelf in the Archive).

Financial

The following settings can be defined here:

• Countries (affects the operation of Yuki)
  Active and inactive countries
• Chart of accounts (affects the operation of Yuki)
  Active and inactive general ledger accounts
• VAT rates (affects the operation of Yuki)
  Active and inactive VAT rates
• Financial newspaper (operation of Yuki is not affected)
  Subscribers of financial newspaper.
• Payment methods (affects operation of Yuki)
  Create own payment methods for payment of sales invoices.

Sales

The settings below will affect the operation of Yuki:

• Sales settings
  Here you can define the following settings for your sales invoices and quotations:
  • Invoice
  • Invoice delivery
  • Quotations
  • Contracts
  • Invoice layouts
  • Quotation layouts.
• Reminder settings
  Here you can define the following settings for reminders and reminders of your sales invoices:
  • Manual reminders
  • Automatic reminders (reminder and reminder service)
  • Blocked contacts (reminder and reminder service)
  • Layouts.

Bank

The settings below will affect the operation of Yuki:

• Payment list settings
  Here you can set the payment list security so that documents to be paid will not directly enter the payment list, but must first be approved, as it were. In addition, you can specify whether or not to work with payment discounts for documents to be paid.
• Ponto PSD2 links
  Ponto makes it possible to securely and reliably link bank accounts from more than thirty banks to Yuki in accordance with PSD2 and GDPR regulations.

Other

These settings will not affect the operation of Yuki:

• Calendar
  Personal preferences for Calendar display.