Companies (domain settings) (Beta)

Disclaimer

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

This is the overview of the companies (administration(s) listed in this domain.

From this screen a user with the 'Management' or Financial administration' role can:

• view the company (administration profile)
• view the contact (contact person) of company
• change certain details of a company (administration).

From this screen a user with the 'Back office' role can:

• create a new company (administration)
• view the company (administration profile)
• view the contact (contact person) of company
• change the details of a company (administration)
• set or change the Fiscal unit (VAT).
• set or change the Fiscal unit (VpB).

All captured settings such as contract settings among others are grouped and categorized in one place in your domain.

Open your domain settings by clicking on the Settings icon in the navigation bar. Then in the now-opened screen, click on Companies in the Domain section.

The following screen is always opened in the Default view:

For each administration, among other things, the CoC number, the e-mail address for documents, the start date of the accounting (administration), the VAT number, the user in charge of the VAT return, whether or not there is an ICP (IntraCommunity Performance) return and the status (Incomplete, Complete or Inactive) are shown.

The administration behind which the Default label is shown is the default administration in the domain. This means that in all the screens you open, the data of this administration will be shown by default.

Clicking on the name will take you to the screen with the details of the administration and allow you to change various settings and data about the administration such as, for example, the access control of an administration.

The ‘Access control’ function allows a user with the role ‘Management’ to grant or deny a user's access to an administration at any time.

For a detailed description of the function ‘Access control’, see article Access control of administration(s) in domain.

Filters

The data in the screen can be filtered by Status:

• Incomplete: the administration is ready for use: all necessary data has been supplied and documents for this administration can be submitted to Yuki for processing.
• Complete: the administration is not yet ready: basic data for this administration is missing. As a result, you cannot yet submit documents to Yuki for this administration. To complete the basic data, click on the name of this administration in the domain. You can then fill in the missing details (the administration profile) in a number of screens. 
• Inactive: the administration is inactive: the end date of the contract has passed. You can only view this administration and perform edits for your own use. However, you cannot have documents for this administration processed by Yuki. You can view inactive administrations as long as there is at least one active administration in the domain.

Views

You can also indicate in this screen that one of the following views should be shown:

• Fiscal unity (VAT)
  
  
  
• Fiscal unity (VpB)
  
  
  

Create company (administration)

Once a domain has been created, you need to record all kinds of information about the company (or companies) whose administrations will be kept in this domain. You also need to record a number of details about the administrations themselves: from when they will be kept in Yuki, and about VAT, etc.

At the top right of the screen, click on the + Company button.

The following screen is opened:

For a detailed description of the steps to follow to create a new company in the domain, see article Create administration profile (company).

View company (administration profile)

To view the administration profile of a company, hover the mouse over the line of the respective company. Then click on the button with the three dots and select the View company menu option from the dropdown menu.

The administration profile of the company is opened.

View contact (contact person)

To view the details of the contact person for a company (administration), hover over the line for that company. Then click on the button with the three dots and select the View contact menu option from the dropdown menu.

The contact card of the contact person is opened.

Change details of company (administration)

To change the details in the administration profile of the company, hover over the line of the respective company. Then click on the button with the three dots and select the Edit company menu option from the dropdown menu.

The administration profile of the company is opened.

ATTENTION!

A user with the role ‘Management’ role cannot change the following data in the administration profile:

• CoC number
• legal form
• VAT number
• if applicable, directors, shareholders and particpations.

Set up or change Fixcal unity (VAT)

Within Yuki, it is possible to consolidate and send VAT returns through a Fiscal unity. A Fiscal unity consists of several Fiscal unity components.

A Fiscal unity can only be set up by a user with the ‘Back office’ role in the domain.

It can take several hours before the configured Fiscal unity is available in the domain.

For a detailed description, see article Set up Fiscal unity.