This article provides an overview of the different features of the link and how it works correctly. If you are looking for how to set up this link, you can include this help desk article.
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The link with Yuki will write the invoices to the chosen administration in Yuki.
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It is possible to synchronize the following:

When an invoice is synchronized, the correct client/supplier is automatically looked up in Yuki. This is done by Yuki itself, but is done by name + address and VAT number, among others. If it is not found, it will be created automatically.

The link can synchronize both sales invoices and purchase invoices. This can be set up separately.
You can either forward individual invoices to Yuki or forward in bulk all invoices that have not yet been exported.
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If an invoice has already been exported to accounting, a green bar will appear at the top notifying you of this.
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Please note, it is still possible to change an invoice in IAMD after the export. These changes will not be automatically transferred to Exact Online. For this, you need to undo the export first and then export again.

If the setting "Synchronize payments from Visma Yuki to here" is on, our system will start looking in Yuki every 4h which payments have come in. This cannot be restarted manually.
But you can retrieve payment information for 1 specific invoice by simply opening the invoice in IAMD. Thus, if the invoice is not yet paid, the system will immediately (in real-time) look up the payment status of this invoice in Yuki and update if necessary.

You do this by opening the invoice and using the green Action button at the bottom to choose "Export to Accounting."

You do this by going to the list of sales invoices and using the green Action button at the bottom. Choose "Show Accounting Synchronization."
Here you can start the bulk export and you will still be given the choice of forwarding everything, or only Sales Invoices or only Purchase Invoices respectively.

Undoing an export to Yuki unfortunately has to be done in 2 steps. Yuki does not allow you to delete a sales invoice or purchase invoice via the link. So you have to take action both in Yuki and in IAMD for this.
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In IAMD, you can undo the invoice export by opening the invoice in question and choosing Action > Undo export to accounting.
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Please note, if in Yuki you would not delete the invoice in question, then from IAMD you will get the error message that the invoice number is already in use in Yuki.
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An export cannot be undone in bulk. If necessary because something went wrong, contact us at [email protected].

For each invoice, the corresponding customer or supplier is looked up in Yuki. If it is not found, it will be created.
IAMD also supports customers who are also suppliers at the same time. Suppose IAMD is looking for a supplier, but it is found as a client, IAMD will automatically adjust the status of this relationship so that this is also both a client and a supplier in Yuki (or vice versa).

This works through a separate account number and automatically becomes a separate line on the sales invoice written away in Yuki. You can set up specific account numbers for this via Settings > Sales Invoice > Accounting to which respectively the cash discount or credit limitation should be written away.