Export documents

Modified on Tue, 19 Sep 2023 at 11:12 AM

With the function Export it is possible to export all documents out of the archive. This function allows you to export all documents from a particular administration of a given fiscal year in an easy way. 


As a user with a 'Backoffice' role, you will be able to export the financial folders (To be handled by Yuki, Purchase, Sales, Bank, Human Resources, Tax, Other financial). As an entrepreneur with the Director role, you can export all folders.

By clicking on Export, you can select the administration, period and which folders you would like to export out of the archive. 


After clicking on Export, the file will be generated within 24 hours (depending on the size of the archive). Once this file is ready, you will receive an email from Yuki with a link.  You can log in to your domain via this link and download the file. 

A ZIP file will be created from the selected documents, with the files grouped by folder. 


A ZIP file will be generated with the selected documents in which all files are sorted by folder. This way, you will have all the documents related to a specific financial year in one file.


PLEASE NOTE!


If you have terminated your contract with Yuki, be sure to request the export at least two days before the contract expires. If you do this on the last day, you won't be able to log in via the link provided in the email, and you will need to extend the contract by one month.



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