Export statements (Beta)

Disclaimer

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

You can use this function to export all transactions of cash statements, bank statements, credit cards and electronic statements in Yuki at once.

Only a user with the ‘Back office’ role in the domain or the ‘Management’, ‘Financial Administration’ or ‘External Accountant’ role can export statements.

Hover your mouse over the Bank icon in the navigation bar and then click on Export statements.

The following screen is opened:

To export all transactions from all years, a specific year, half year, quarter or month, select the appropriate period and specify whether to export the transactions from all administrations in a domain or only the transactions from a specific administration. Then click on the Export as CSV button.

The following message appears on the screen:

All transactions will now be downloaded to your hard drive in a CSV file. The columns (9 in number) and their order in the CSV file correspond to the columns as shown in your screen. You can use this CSV file again for import into various other software programs.