Create administration profile (company) (Beta)

Disclaimer

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

Once a domain has been created, you need to record all kinds of information about the company (or companies) whose administration you will be keeping in this domain. You also need to record a few things about the accounting itself: from when the administration will be done in Yuki, details about VAT, etc. You do all this by recording information about the company in a number of sections:

• General
• Financial
• Tax
• Legal form
• Other.

The various sections are described in detail in separate articles.

ATTENTION!

When converting an existing legal form to another legal form, a number of steps must be completed in Yuki for the conversion.

For a detailed description, see article Convert sole proprietorship/VOF to BV.

A user with a ‘Portal administrator’ role or a ‘Back Office’ role in the domain can create and/or change the administration profile.

A user with the ‘Management’ or ‘Financial administration’ role in the domain can change the administration profile except for the CoC number, legal form, VAt number and if applicable,  directors, shareholders and particpations.

TIP!

An entrepreneur's access to the administration profile (company) can be restricted. By default, every entrepreneur has full access.

For a detailed description, see article Set up access for end users (customers).

Open the domain in which you want to create a new administration and then click on the Settings icon in the navigation bar. Then in the now-opened screen, in the Domain section click on Companies.

The following screen is always opened in the Default view:

In the upper right corner of the screen, click on the + Company button.

The following screen is opened:

The following is a brief description of the sections.

General section

The general details of the company. 

TIP!

In this section, the company logo can also be uploaded. The logo is used in various places, such as on sales invoices created in Yuki.

Financial section

Here you can set how the Yuki software should handle cash paid transactions. There are three options:

• Yes, this company regularly uses cash (everything is booked via a cash statement)
• Yes, this company only uses petty cash (payment method 'Cash' is available when booking purchase invoice)
• No, this company doesn’t use cash (payment method 'From private' is available when booking purchase invoice).

In addition, you can enter the data for the financial year.  

Tax section

Enter here the relevant data around taxes such as tax numbers and settings for VAT returns and ICP declarations.

TIPS!

• As of 01-01-2020, a company with the legal form of sole proprietorship must use the new VAT identification number.
• As of 01-01-2020, you must indicate the period during which the small business scheme (KOR) applies to the administration.

Legal form section

This section contains information about the legal form. Depending on the legal form chosen, specific information such as shareholders, directors and participations should be recorded here. This also automatically creates the corresponding specific GL accounts in Yuki.

Other section

This section is intended to record background information about the company.

In addition, specific agreements can be recorded here that are brought to the attention of a back office employee when processing documents or bank transactions.