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  • Getting started Accountants
  • Getting started Entrepreneurs
  • Partner portal
  • Domain settings
  • Backoffice
  • Yuki PO box
  • Archive
  • Financials
  • Bank
  • Sales
  • Purchase
  • Human Resources
  • Address book
  • Projects
  • Important announces
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  • Web services and Connections
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Getting started Accountants

Yuki General 0
Introduction to portal 0
Users in portal 0
Create a domain with one or more administrations 0
Administration profile 0
Give entrepreneurs access to the domain 0
Process documents and transactions 0
Ask questions to entrepreneur (customer) 0
Historic import 0

Getting started Entrepreneurs

Tips & Tricks 0

Partner portal

Portal settings 1
  • Setting up Web services in the portal

Domain settings

General settings 0
Settings software operations 0
Contract 0

Backoffice

Reports 0
Backoffice processing 0
Process documents 0
Process bank transactions 0
Quality monitor 0
Actions 0
Checklist 0
Chart of accounts 0
Closing of fiscal year 0

Yuki PO box

General 0
Questions 0
Submit documents 0
Needs attention 0

Archive

Filing cabinet 0
Document information 0
Workflow rules 0
Actions 0

Financials

Reports 0
Ledger account 0
VAT Return 0
Assets 0

Bank

Bank accounts 0
Petty cash 0
PayPal 0
Export statements 0

Sales

Reminders 0
Sales settings 0
Hours module 0
Mollie 0

Purchase

Reports 0
Fiscal form 281.50 0
Special invoices 0

Human Resources

Reports 0
Employees 0
SODA 0

Address book

Reports 0
Actions 0

Projects

Reports 0
Link data to projects 0
New project 0

Important announces

News 0

Automation

General 0
Automate documents 0
Automate Bank 0
UBL 0

Web services and Connections

Connections 1
  • How to make a connection?
General 5
  • Yuki API Documentation
  • Web service access key (WebserviceAccessKey)
  • Sample project for a new API connection in C#
See all 5 articles
Sales web service 5
  • Sales webservice
  • Attention points when delivering sales invoices
  • Sales - ProcessSalesInvoices(sessionID, administrationId, xmlDoc)
See all 5 articles
Accounting web service 15
  • Accounting web service
  • Accounting: functional description general journals XML
  • Accounting: GLAccountBalance(sessionID, administrationID, transactionDate)
See all 15 articles
Accountinginfo web service 6
  • AccountingInfo web service
  • GetGLAccountScheme(sessionID, administrationID)
  • GetPeriodDateTable(sessionID, administrationID, yearID)
See all 6 articles
Petty cash web service 1
  • PettyCash web service
Archive web service 1
  • Archive web service
Upload web service 1
  • Upload web service
Contact web service 3
  • Contact web service
  • SearchContacts
  • UpdateContact(sessionID, domainId, xmlDoc)
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