As you have read in the introduction, from the Coachview invoices sales entries (in the sales diary including general ledger account, cost centre and VAT) are automatically made in Yuki. The debtors of Coachview are automatically created as a customer relationship in Yuki's that do not yet exist. You can read how to set up and (de)activate the link via the service center in Coachview here.

Set up:
Click on menu 'Service center' and on menu item 'integrations'. Several panels with possible links will open.

Click on the 'Configure' button in the 'Accounting' panel in the 'Yuki' box.

Before the link can be activated you need to fill in the standard data in the service center. These are directly visible on the screen. Do you tick 'Advanced settings'? Then you can fill in extra data. In the service center information is given per input field. A number of important fields are explained. An input field with secure information is displayed with dots. Click in the field to show or change the information.

Panel debtor:
Forwarding the debtor number.
  1. Je hebt de volgende keuzes:
    1. CompanyPersonalExternId: The debtors were imported from Yuki. The accounts receivable number is recorded in the company or personal file in tab 'General' as ExternalId.
    2. Debtor number external: Does the debtor already exist in Yuki and haven't you imported it from Yuki? Then you can enter the number from Yuki in the debtor file.
    3. Debit number: This is the number Coachview automatically creates for you. With this number you indicate that new debtors are created in Coachview.
  2. Are you using the 'CompanyPersonalExternId' option? Then you have to fill in here what is entered in the field 'externsource'. Note: this is case sensitive.

Please note: the order is important. In the example, first the external id is selected, if it is not present then the external debtor number is selected, if it is not present then the debtor number is selected.
In the picture, the accounts receivable number is exported to Yuki in this order:
  1. Externally from the company (10005)
  2. Debit number extern (20)
  3. Debit number: (00326)

Panel financial:
With this field you indicate if you want to process the invoice directly. Yes: The invoice will be automatically processed in Yuki and sent if indicated. Invoice will be processed, printed and/or sent outside Yuki. Invoice with invoice number outside Yuki. No: Invoice must be processed, printed and/or sent manually in Yuki. Invoice with invoice number of Yuki. The invoice will be prepared in 'To be sent' and still needs to be processed.

Would you like to enclose a project code? Then select one of the following options:
  1. Request number.
  2. Reference number that you filled in with the request.
  3. Reference number you filled in with the invoice.
  4. Coursecode.
  5. Coursedefinitioncode.
Do you choose option 2 or 3? Then fill in the reference number with the application/invoice. It is mandatory to fill in per debtor can be arranged via option

Determine when the final invoices should be exported to Yuki.
  1. Realtime: the invoice and debtor data are directly exported. This is done by means of an automatic action 'Link InvoiceExportingAccounting'. The action template that stamps this action is automatically created by Coachview and you can edit it yourself.
  2. BulkNachts: Invoices and debtor data are sent at a certain time of the night. Please send an e-mail to our support department ( They will make sure that the export is carried out through a job in the repetition (day/week/month) of your choice.

Activate link:
Activate the link as follows:
  1. Click on the 'Save' button to save the completed data.
  2. Click on the 'Enable' and 'Confirm' buttons.
  3. Check the connection by pressing 'test connection'.
Check the connection by pressing 'test connection'.
The connection has not been established.
The connection has been successfully established.
The clutch is always possible:
  1. To be paused. This means that there is no more contact with Yuki. Click on the 'Resume' button to cancel the pause.
  2. Will be removed.
  3. To be tested again.