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Getting Started Accountants
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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
Set up domain with one or more administrations
0
Administration profile
0
How to further set up an administration
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
Starting with a new domain
0
Deliver
0
Document processing
0
Communication with accountant
0
Webinars
0
Partner Portal
Dashboard
0
Settings of portal
0
Portal tiles
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
Forms
0
Archive
Filing cabinet
0
Document information
0
Workflow rules
0
Actions
0
Financials
Reports
0
Ledger account
0
Assets
0
VAT Return
0
Bank
Bank accounts
0
Payment list
0
Direct Debit
0
PayPal
0
Export statements
0
Webservice and Connections
Connections
0
General
0
