|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.|
|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.
|Forwarding the debtor number.|
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:|
|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:||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.|
|Activate the link as follows:|
|Check the connection by pressing 'test connection'.|
|The connection has not been established.|
|The connection has been successfully established.|
|The clutch is always possible:|