View contract details

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.

Only a user with the 'Backoffice' role in the domain, the domain owner (with the 'Management' role), or a user with the 'Management', 'Financial administration', or 'External Accountant' roles can view the contract.

From the domain contract details screen, a user can:

• view the company profile.

From the domain contract details screen, a user with the 'Backoffice' role in the domain or a user with the 'Management' role can:

• add or remove features from the contract.

From the domain contract details screen, a user with the 'Portal administrator' role or the domain owner with the 'Management' role can:

• cancel or reactivate an administration's contract.

Access to contract

To access:

• click on the Switch domain icon above the navigation bar
• click on My domain.
  OR
• 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 domain contract details screen is always opened in the Active contracts view.

In this screen the following domain 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.
    
    

View company profile

To view the company profile of an administration:

• hover your mouse over the contract line for that administration
• 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.

Add to or remove features of contract

To add to or remove additional functionality or features of the contract , click on the Add accountancy features button at the top right of the screen.

In the now-opened screen, you can add to or remove the respective features of the contract by checking or unchecking them respectively.

Then click on the Save button.

Cancel or reactivate contract for administration

To cancel the contract for an administration:

• hover your mouse over the contract line for that administration
• click on the button with the three dots
• then select the Cancel contract menu option from the dropdown menu.

ATTENTION!

This can only be done when there is more than one administration in the domain.

For a detailed description, see article Cancel or reactivate contract for administration.