Yuki API

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Navigation:  Modules > Invoicing > Settings > Accounting >

Yuki API

On the tabs below you can enter the settings for linking with the Yuki API:

 

API settings

First, enter the Yuki API key and Administration ID. Without these setting you cannot add or edit the settings on other tabs.

The keys can be generated at/obtained from Yuki at My domain -> Webservices.

 

Administration

Enter the Yuki product, VAT type and the corresponding VAT percentage and select the ledger account to be used for invoicing from TimeWriter.

 

Update customers

On this tab TimeWriter customers can be updated with, linked to and imported from Yuki customer data.

 

Supplies

The option 'Supplies' of module 'Tasks' can be used.

 

Invoicing

In the module Invoicing | Invoice you can find the next buttons:

 

The buttons above the Orders grid have the following functions:

Button

Function
weekraster_knop_nieuw

Add a new order (not based on hour bookings).
weekraster_knop_bewerk

Edit the order.
factuurlayout_knop_delete

Delete the complete order(s) and all order lines of the selected order(s).
ordergrid_knop_genereer

For hours and task to invoice, orders will be generated first, see: Generate orders.
ordergrid_knop_concept

Click to print a concept invoice to a pdf and see how the invoice will look like.

Note: the final invoice should be created with Yuki.
button_invoicespec

Print the specification report (as set at Invoicing | Settings | Invoicing) for the selected order.
Samenvoegen

Merge orders form the same customer into one order.
ordergrid_knop_factuur

If the Order tab page is selected there is a Create invoice button. Click here to create the invoice(s) of the selected order(s). The orders will be sent to Yuki and converted to Yuki (draft) invoices. After this step the orders are moved to the tab page Invoices.

Note: At first the Invoice column will contain the TimeWriter order number.

 

Below the orders grid are the Lines and Details for line tabs of the selected order.

The buttons on the Lines tab have the following functions:

Button

Function
factuurlayout_knop_new

Add a new order line.
weekraster_knop_bewerk

Edit the order line.
factuurlayout_knop_delete

tab page Lines               : Delete the selected order line(s).

tab page Details for line: Only available with multiple detail lines. Delete the selected detail line from the order line. Duration and amount of the order line will be adjusted.
order_detail_up_down

Move the order line up/down.

 

Tab page invoices

All the invoices are visible on the tab page Invoices.

The buttons above the Invoices grid have the following functions:

Button

Function
factuurlayout_knop_delete

Delete the complete invoice.

Note: deleted invoice numbers are not used again and the invoice will not be deleted in Yuki.
button_invoiceno

Synchronize invoice numbers with Yuki. After invoicing to Yuki in Yuki (draft) invoices are created which will become invoices after processing.
button_invoicespec

Print the invoice specification report (as set at Invoicing | Settings | Invoicing) for the selected invoice.