Contracts (domain settings) (Beta)

Disclaimer

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

From a domain, you can view the details of your contract with Yuki.

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.

Only the owner of the domain with the ‘Management’ role can if there is more than one administration in the domain cancel the contract.

From this screen, 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).

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 in the Domain section, click on Contracts.

The following screen is always opened in the Active contracts view by default.

The following contract details are shown here:

• contract number
• start date
• invoicing
  To whom is the invoice addressed, email address for the invoice, direct debit details
• active 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.

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

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

The company profile is now opened.