Record customer-specific agreements (remarks)

Disclaimer

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

Only a user with a 'Back office' role in the domain can record special customer-specific remarks on an administration, contact or GL account. 

The overview of all recorded customer-specific remarks can also only be viewed by a user with a 'Back office' role.

The following explains how to successively record a customer-specific remark on an administration, a contact and a GL account.

Record a remark on administration

To record a customer-specific comment about an administration:

• click on the Switch domain icon above the navigation bar
• click on My domain
• then click on Administrations in the Domain section
  OR
• click on the Settings icon in the navigation bar
• then click on Administrations in the Domain section

• then select the administration for which you want to record a comment
• open the Legal tab
• click on the Edit button
• then record the comment(s) in the Customer specific remarks field.
  
  

Then click on the Save button.

Record remark on contact 

To record a customer-specific remark about a contact:

• click on the Contacts icon in the navigation bar
• click on Contacts
• find and open the contact card where you want to record a remark
• open the Company tab
• click on the Edit button
• then record the remark(s) in the Customer-specific remarks field.

Then click on the Save button.

Record remark on GL account

To record a customer specific remark on a GL account:

• click on the Financials icon in the navigation bar
• then click on Chart of accounts
• find and open the GL account for which you want to record a remark
• click on the More actions button at the top right of the screen
• select GL account settings from the dropdown menu
• then record the remark(s) in the Customer-specific remarks field.

Then click on the Save button.