Disclaimer
All screenshots in the article were taken in the Dutch version of Yuki.
In this section you will see the general details of the company.
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:
Below are some fields that need special attention.
CoC number
The CoC number (or Company number) is important for automatic recognition of invoices.
Logo (company logo and navigation logo)
Upload the company logo and/or navigation logo here.
The company logo is used in various places such as on sales invoices created in Yuki. In addition, it makes the domain more personal and will also help visually identify domains and administrations in the office portal.
The navigation logo (of the default administration in the domain) is shown at the top of the navigation bar of the navigation in Yuki.
To remove one or both logos, select the Delete Image check box.
When only the company logo is uploaded, it will also be shown at the top of the navigation bar of the navigation.
When neither logo is uploaded, the initials of the domain name will be shown at the top of the navigation bar of the navigation.
Main contact (point of contact)
Enter here the contact person at the customer with whom you mainly wish to communicate about the company's administration. By default, this person will be asked the questions and sent messages regarding the administration (e.g. about VAT).
Upload email (Email address for documents)
This email address can be used by yourself and suppliers to email documents to your administration. The documents are processed automatically or enter the workflow 'Documents to be processed' or 'Bank transactions to be processed'.
Default administration of domain
If there is only one administration in the domain this is automatically the default. If there are multiple administrations then documents sent to the domain email address are placed in the workflow of the default administration.
Address data
Enter the customer's address as accurately and completely as possible. This can help with automatic invoice recognition.
Click on the Next button to save the data entered in this section and continue entering data in the Financial section.
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