Contracts (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.

The settings of your contract determine, among other things, the functionalities currently available for your domain in Yuki. The contract of one or more administrations may also be terminated or reactivated in a domain.

A user with the ‘Back office’ role in the domain, the owner of the domain (with ‘Management’ role) or a user with the ‘Management’, ‘Financial administration’ or ‘External Accountant’ role can view the contract.

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 Contracts.

Contract details overview

The screen with the contract details of the domain is always opened in the Active contracts view.

In this screen the following contract details are shown:

contract number
start date
invoicing
To whom is the invoice addressed, email address for the invoice, direct debit details
active contracts / inactive contracts
Per contract, the following details are shown:
- the administration name
- the addressee of the invoice (contact person of administration)
- the email address to which the invoice is sent (email address of contact person)
- the bank account number to be used for billing
- the chosen bundle
- any additional features such as Yuki Foreign currency, Yuki hours registration, etc.

From the screen with the contract details, a user can:

add or remove features to the contract
(see article View contract details)
view the company profile
cancel or reactivate the contract of an administration
(see article Cancel or reactivate contract for administration).

Views

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

Inactive contracts (if applicable the option to reactivate contract) (only possible for owner of domain with the 'Management' role)
These are contracts whose contract end date has expired.
Future contracts
These are contracts for which the start date of the contract has not yet been reached.

View company profile

To view the conpany profile:

hover your mouse over the relevant company's line
click on the button with the three dots
then select the View company profile menu option from the dropdown menu.

The company profile is now opened.