View contract details (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, or a user with the ‘Management’, ‘Financial administration’ or ‘External accountant’ role can view the contract.

From this screen, a user with the ‘Back office’ role in the domain, or a user with the ‘Management’ role:

• add or remove features to the contract.

From this screen, a user can:

• view the company profile.

From this screen, a user with the ‘Portal administrator’ role or the owner of the domain with the ‘Management’ role can:

• cancel or reactivate the contract for an administration.

The contract can be accessed from different places in Yuki:

• Above the navigation bar, click on the Switch domain icon and then click on My domain
  OR
• In the navigation bar, click on the Settings icon.

In the now-opened screen, in the Domain section, click on Contracts.

The following screen is opened:

You can view the following contract details for the domain:

• Contract number and contract start date.
• Invoicing: to whom the invoice is addressed, email address for the invoice, direct debit data.
• Active contracts: administration + additional features such as Yuki Foreign Currency, etc.
• Inactive contracts: administration + additional features like Yuki Foreign Currency, etc.

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.

View company profile

To view the company profile of an administration, hover over the contract line for that administration. Then 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.

Cancel or reactivate contract for administration

To cancel the contract for an administration, hover over the contract line for that administration. Then click on the button with the three dots and 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.