Sage Cloud Demat Invoicing

How do I connect with Yuki?

Yuki is a popular online accounting software that many accountants use. Through Sage Cloud Demat Invoicing, you can forward invoices, credit notes and expenses directly to the Yuki mailbox of your file.

How does the integration work?

Yuki uses a digital mailbox (an email address per file) to receive documents. Sage Cloud Demat Invoicing emails your documents with the UBL file (the e-invoicing format) as an attachment, so that Yuki can automatically read and process them.

💡 Tip: the import address of your Yuki file ends in yukiworks.be or yukiworks.nl. You can find it in Yuki in the settings of your administration (digital mailbox), or ask your accountant for it.

Exporting documents to Yuki

Manual export

  1. Go to the Invoices, Credit Notes or Expenses module
  2. Click Export in the top right corner
  3. Choose Export to accountant
  4. Select the documents you want to export (or filter by period) and click Next
  5. Enter the Yuki import address (if you already set it under Settings → Emails, it will be pre-filled)
  6. Click Start export

Export invoices to accountant

💡 Good to know: Sage Cloud Demat Invoicing automatically recognises Yuki addresses (yukiworks.be / yukiworks.nl) as an automatic mailbox. The documents are then always sent as separate emails with attachments, so they are guaranteed to arrive correctly in Yuki. You don’t need to tick anything yourself for this.

Automatic daily forwarding

You can also make the forwarding fully automatic; you set this up yourself:

  1. Go to Settings → Emails
  2. Enter the Yuki import address in the Accountant email address field
  3. Tick Automatically forward documents to the accountant daily

From then on, Sage Cloud Demat Invoicing automatically sends your sent invoices, credit notes and expenses to your Yuki mailbox once a day. Only new documents from the moment you enable it are forwarded; you send your history (one time) via the manual export.

ℹ️ Do you have an active accounting integration (e.g. Clearfacts or Wings)? Then this option is not available: that integration already forwards your documents automatically. You can find more details in the article Forwarding documents to your accountant by email.

Which documents can you export?

Document type Exportable
Invoices Yes (after sending)
Credit notes Yes (after sending)
Expenses Yes
Purchase slips Yes
Quotes and proformas No

Frequently asked questions

Where can I find the Yuki import address?

In Yuki, in the settings of your administration (digital mailbox). Can’t figure it out? Your accountant can easily look up the address for you.

Can I enter multiple email addresses?

Yes, you can enter multiple email addresses by separating them with a comma (,) or semicolon (;). This way you can send documents to both Yuki and your own administration at the same time.

Are the documents automatically processed in Yuki?

Yes. Because Sage Cloud Demat Invoicing includes the UBL format (e-invoicing standard) as an attachment, Yuki can automatically read and process the documents. Your accountant does not need to retype the data manually.

What is the difference with other integrations like Clearfacts or Octopus?

  • Yuki: works via an email mailbox, no direct API integration needed
  • Clearfacts / Octopus: direct integration via API, with extra capabilities such as synchronisation

The advantage of the Yuki method is that nothing needs to be set up: you only need the correct email address.

Problems with the export?

Are your documents not arriving in Yuki? Check the following:

  • Is the import address correct? It ends in yukiworks.be or yukiworks.nl
  • Ask your accountant whether the Yuki file is correctly set up to receive documents via the mailbox
  • Check whether the documents have already been sent: drafts are not included

Still not working? Contact us at help@clouddematinvoicing.be.