Yuki

Overview

With the Yuki integration you automate the financial administration around your healthcare practice. In Flux you plan appointments, work with patients, record care and create invoices or claims. Yuki processes the documents in your administration and links them to the right posting information.

The integration is designed for practices that want invoicing, payments and bookkeeping to stay closely aligned. Invoices, corrections and payment statuses move between Flux and Yuki, so you have less manual work and can keep working from the normal invoicing flow in Flux.

Because Flux can book revenue on the treatment date, your revenue reporting better reflects the period in which care was delivered. This helps with period checks and when discussing the administration with your bookkeeper or accountant.

Configuration

Activate Yuki via Settings → Apps → Yuki. For this you need the Owner role in Flux and a Yuki account with access to the right administration.

Requirements

To use the Yuki integration, you need:

1. A Flux user with the Owner role.
2. An active Yuki account with access to the right administration.
3. An API key with rights for the sales web services.

Yuki Setup

The Yuki integration works with an API key. Create an API key in Yuki for the administration you want to connect to Flux:

• Log in to Yuki.
• Go to More → Settings.
• Under Integrations, select Webservices.
• Click in the top left to create a new API key.
• Select the type Administration and select the correct administration.
• Under rights, select Selected web services.
• Select Sales.
• Click Save in the top left.
• Copy the API token.

Flux Setup

Add the Yuki configuration in Flux:

• Go to Settings → Apps → Yuki.
• Click Add configuration.
• Give the configuration a recognizable name, for example Yuki.
• Paste the API token you created in Yuki.
• Click Create.

The Yuki configuration has now been created in Flux. Flux can exchange data with Yuki based on the rights of the API key.

Adjusting the Connection

Now that Flux is connected to Yuki, you can configure the connection further.

To adjust the Yuki configuration:

• Click the ellipsis (⋯) on the right side of the configuration.
• Select Edit.

Check at least:

• Whether Flux synchronizes with Yuki manually or automatically.
• The start date on which Flux starts synchronizing. Invoices with an invoice date before this date are not included in the integration.
• The administration in which sales invoices from Flux are posted. This administration must match the administration linked to your API key.
• The sales journal in which sales invoices from Flux are posted.
• The ledger account on which care revenue is posted.
• The ledger account on which other revenue is posted.
• Click Save to confirm the settings and activate the configuration.

Use a separate sales journal for Flux where possible. This lets you see exactly what was posted to Yuki via Flux and helps when checking the reconciliation between Flux and Yuki.

Advanced Settings

Advanced settings are intended for practices that want to align more precisely with their bookkeeping. Flux supports specific choices for ledger accounts, cost centers, users, products, VAT rates, locations and treatment types. You do not need to use all of these settings to get started with Yuki.

To make reconciliation with the bookkeeping possible, you can split revenue more specifically. This helps when your bookkeeper or accountant wants to see revenue by practitioner, location, service, product group, VAT rate or cost center.

Consult your bookkeeper or accountant about which allocation fits your administration before enabling automatic synchronization.

Year-End Closing

After closing a financial year or period, you want to prevent new postings from ending up on old dates in Yuki. Flux books revenue on the treatment date of the invoice line by default. Around year-end closing, set the Minimum booking date.

If the treatment date is before the minimum booking date, Flux uses the minimum booking date as the booking date. This keeps the posting within the period in which posting is still allowed.

Consult your bookkeeper or accountant about which minimum booking date to set.

Synchronization

Use manual synchronization when setting up the Yuki integration for the first time. First process a limited period and then check the reconciliation in Yuki.

If the setup is correct, you can use automatic synchronization. New invoices are then sent from Flux to Yuki as soon as they are ready for processing. This keeps Yuki up to date while you keep working from the normal invoicing flow in Flux.

Financial Administration

Flux supports the operational care process, while Yuki handles the financial administration and bookkeeping.

Operational

Flux is leading for the day-to-day work in the practice. Here you plan appointments, work with patients, record care and create invoices or claims. Claims to health insurers run through VECOZO. For VECOZO claims, the payment reference comes back into Flux, so payments can be matched more accurately to the right claim or invoice. Payments via PIN, cash or iDEAL/Wero are also registered in Flux.

Bookkeeping

Yuki supports the full financial administration. Invoices, corrections and payments from Flux are automatically included in the bookkeeping, where the debtors and creditors administration is also maintained.

The debtors administration in Yuki is leading for the financial administration. In Flux you can see which invoices still need attention, for example for reminders or patient contact.

Credit invoices created in Flux are also automatically sent to Yuki as corrections. This keeps the financial administration complete and reliable without extra manual work.

Frequently Asked Questions

Frequently asked questions about Yuki