Financial

Set charts of financial monitor
In The Financials functionality the financial monitor shows you key indicators of your business, graphically illustrated, such as: Results Revenue Costs,  Bank balance Wo...
Fri, 29 Sep, 2023 at 2:17 PM
Activate countries
All countries are present in Yuki but not all are activated. This means you don't have to scroll through a whole long list of countries when you want to select one. This wa...
Fri, 29 Sep, 2023 at 3:55 PM
Activate currencies
Disclaimer All screenshots in the article were taken in the Dutch version of Yuki. All currencies are present in Yuki but they are not all activated. Thus you don't ha...
Mon, 27 Nov, 2023 at 4:47 PM
Set chart of accounts (GL accounts)
Disclaimer All screenshots in the article were taken in the Dutch version of Yuki. A domain in Yuki only works with one chart of accounts. So there is no chart of accounts...
Tue, 28 Nov, 2023 at 10:06 AM
Update chart of accounts from domain
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 use a chart of accounts ...
Tue, 28 Nov, 2023 at 9:58 AM
Set VAT rate
In this overview, you can view all VAT rates that are currently active or inactive in the domain. VAT rates can be updated or new VAT rates can be added.. Only a user with ...
Mon, 2 Oct, 2023 at 10:59 AM
Send financial newspaper
In Yuki, you can send a complete overview (Financial newspaper) of your administration to yourself or other users via email every week or month. This newspaper gives you direct...
Mon, 2 Oct, 2023 at 12:35 PM
Create payment methods
This overview shows all standard payment methods that can currently be used in the domain when recording a sales invoice. However, your own payment methods can also be crea...
Mon, 2 Oct, 2023 at 12:39 PM
General financial domain settings
When processing a purchase invoice with the payment method 'Electronic transfer', it is mandatory by default in Yuki to enter a bank account number if the domain allows...
Thu, 23 Nov, 2023 at 3:41 PM