Yuki offers possibilities to process data from Coachview. It concerns the debtor master data that are entered and updated in Coachview, and invoices that need to be entered into the accounting system. Turn the debtors registered in Coachview into customer relationships automatically in Yuki. Automatically convert your invoices into sales entries, including the general ledger account, cost centre and VAT.
|What's going on?|
In Coachview the invoices are created and sent. Of debtors who are 'born' in Coachview, and therefore do not exist in Yuki, new master data are automatically created. The invoice lines are automatically written as journal entries to general ledger and/or cost centre. You decide whether the invoice is processed or sent automatically or manually in Yuki.
|What's it gonna take?|
|The link will first be tested in the training environment of Coachview (https://training.coachview.net). Are there already invoices in Coachview and don't they need to be exported to Yuki anymore? Then read here how to do that. Create a test administration in Yuki that reflects the live administration.|
|In Coachview the VAT rates need to be adopted or adjusted. These have to correspond with Yuki.||In Coachview the general ledger accounts need to be copied or adjusted. These have to correspond with Yuki.||In Coachview the cost centers have to be taken over or adjusted. These have to correspond with Yuki.||Set up and activate the link in Coachview via the service center.|
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