General (domain settings)

Modified on Tue, 3 Mar at 11:40 AM

Disclaimer

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

Which settings you can specify in a domain depends on the selected bundle (and any additional features added) and the role(s) you have as a user in the domain.

In Yuki, you can adjust a number of domain settings to control your contract, administration(s), user(s), messaging, blocking/closing your domain, among others.

Here you'll find some general information about the domain, such as its name, owner, storage used, and language.

Only the domain owner or a user with the "Portal administrator" role can transfer ownership to another owner.

In Yuki, you can set the following domain settings:

General
General information such as the owner and language of the domain, among others.
Contracts
View contract details, add or remove features to contract, cancel or reactivate contract.
Companies
All administrations included in this domain, create new administration and set up Fiscal unity if applicable.
Users
All users with access to this domain, grant or deny additional user access, delete user, assign role(s) to additional user, assign ‘Back office’ role to user if feature ‘Self-accounting’ is activated.
Messages
Which user per administration will receive messages from Yuki about VAT returns, points of interest, pay slips if applicable, and Peppol.
Tags
Put a “label” (tag) on specific data in the domain for easier retrieval..
Tax authorities
Whether or not required approval of VAT return by entrepreneur before sending VAT return to tax authorities.
Block and close
Blocking and/or closing administration for audit or year-end purposes.

Access to domain settings

All saved settings, such as the contracts, are centralized within your domain and organized into logical categories.

To access these settings:

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

General domain data

From the general domain data screen, a user can:

assign a new owner.

Domain owner rights and responsibilities

A domain owner in Yuki has several specific rights and responsibilities. This role acts as the central administrator of the domain with the following tasks:

Principal contact: The domain owner is the default point of contact for all questions and issues related to accounting within Yuki.
Configuring roles and rights: Always authorized to configure the roles and rights of other users within the domain.
Financial responsibility: Responsible for paying the costs associated with the Yuki domain.

Typically, the domain owner owns the company. However, it's possible to transfer domain ownership to someone else, such as an accountant. This can happen if there's an agreement that the accounting firm will take over the administration. The existing owner has the exclusive right to carry out this transfer.

Assign new owner

To assign a new owner, click behind Owner and select the new owner from the dropdown menu. You can only choose a new owner from existing users in the domain.

TIP!

To add a new user to the domain, if necessary:

click on the Settings icon in the navigation bar.
click on Users in the Domain section.
then in the now-opened screen, click on the Invite user button.