How to easily link Yuki to Timechimp, import customers, and create invoices or sales bookings.
Table of content
1. About Yuki
3. Articles
About Yuki
Yuki is a cloud-based accounting software for SMBs in the Netherlands. It offers features such as invoicing, expense tracking, bank statement reconciliation, and financial reporting. Users can collaborate with their accountants and bookkeepers in real-time. Yuki also integrates with other business software to streamline processes and improve efficiency.
Activating the Link
To link with Yuki, go to Settings (gear icon in the main menu) -> App Center and click on the Yuki app. You can activate it for free.
After activation, you will be taken to the settings page. Set your access code here (copy it from Yuki at My domain -> Web services). Then enter your domain (for example: mycompany.yukiworks.nl) and click 'Save'.
Next, select the correct administration and click 'Save' again.
Articles
In Yuki, you can create sales articles, so that the associated invoice lines are automatically assigned to the correct revenue account.
In TimeChimp, you can specify a default article on the Yuki settings page. Go to Gear -> Settings -> Yuki and enter the default article number. If no default article is specified, the article will be taken from Yuki.
In addition, you can also link an article to an activity or expense category (in Management). When you register hours for this activity and create an invoice, the invoice lines will be automatically linked to the correct article.
Importing Customers
When you have a link with Yuki, you can import all customers from Yuki at Settings -> Import. You can then view them at Relationships -> Customers.
The link is made on the customer number field in TimeChimp, which must correspond to the code field in Yuki.
There is also an option at Settings -> Yuki to run an automatic import every night to import your customers.
You can also choose to first create your customers in TimeChimp. When you create an invoice in Yuki, it will automatically create the customer in Yuki if it does not exist.
Note that you must always enter the customer number of the customer in TimeChimp first.
Both phone numbers and email addresses import the 'work email' and 'work phone' fields from Yuki.
This is then transferred to Yuki, and the link is then established.
Creating an Invoice
You can easily create an invoice for all hours, expenses, and trips in Yuki. Go to Overviews -> Hours, select the hours (or expenses/trips), and choose Actions -> Invoice in Yuki.
You can also invoice your customers/projects in Yuki from Overviews -> Unbilled. This can be useful for projects that have a subscription or fixed price as the invoicing method.
Creating a Sales Booking
Do you want to use the invoice module of TimeChimp? Then create your invoice here and, after sending the invoice to the customer, create a sales booking in Yuki.
You can do this under 'Finance' (select the invoices) or from the invoice itself. Then choose Actions -> Create Yuki sales booking.
Note that the invoice must be sent before this button becomes visible.
Furthermore, it is also important to know that the payment deadline stated on the TimeChimp invoice will automatically be changed to the payment deadline filled in in Yuki.