Jørn Rejndrup

Hovedmenu – Eksempler

March 26th, 2018 by

Eksempel. Hovedmenu – ImportControl Oprettelse af Hovedmenu I eksemplet ønskes hovedmenupunktet oprettet under Debitor (Customer) Der ønskes indlæst en fil i Debitor stamdata. Hovedmenuer findes under Værktøjer. Ledetekst: Her angives en tekst til menupunktet ControlType: ImportControl Argumenter: Her angives argumenterne: Table: Angiv navnet på den tabel der ønskes indlæst i. File: Angiv placering og navn […]

Reconciling Customer Accounts

February 22nd, 2018 by

Customers balances can be reconciled as follows. This method can also be used in the Vendor module.   Check the ‘Balance’ Use the navigation panel to go to Customer/Customer.  Check the customer balance in the ‘balance’ column as shown in the screenshot below.   (Click on the screenshot to enlarge).   Create a filter Go […]

Create subscription (client)

February 12th, 2018 by

To create a subscription use the navigation panel to go to Company/Maintenance/Subscription. Type in the relevant information. The ‘Owner’ refers to the owner of the company, not a reseller or distributor. Click on ‘Save subscription’ to save.   (Click on the screenshot to enlarge). A subscription has now been set up.  

Counting financial items

February 11th, 2018 by

  Uniconta subscription prices based on financial line items   Uniconta has three monthly price lists, which are based on how many financial line items are entered per year. View the various country websites’ main menu for price lists. For example, Denmark and the UK. Until June 2017, most Uniconta users paid for the most […]

From trial period to subscription

February 9th, 2018 by

Switching from a free trial period to a subscription After a free 30 day trial period, a user can choose a subscription and start paying to use Uniconta.   A company can create a subscription by either: 1) contacting their reseller; 2) contacting Uniconta by sending an email to [email protected] 3) creating the subscription themselves. […]

User Profile

February 7th, 2018 by

Uniconta user profile    The user profile can be accessed by clicking on the icon in the top right hand corner of the Uniconta screen, as shown in the screenshot below.     Each user’s profile setup is applied to all sets of company accounts that the user has access to.     User Information […]

Automatic account selection

January 22nd, 2018 by

Automatic account selection allows posting to be performed automatically when a bank statement is imported. Select the import format under General Ledger/Bank reconciliation and click on ‘Import bank statement’ in the toolbar/ribbon:     Next click on ‘Automatic account selection’ in the toolbar/ribbon, as shown in the screenshot above. Select the accounts for Automatic posting. […]


January 18th, 2018 by

Budgets can be entered into Uniconta and compared to actual numbers. To set up a budget, use the navigation panel on the left side of the Uniconta screen and go to General Ledger/Budget.     Click on ‘Add budget model’ in the toolbar/ribbon. Insert the budget name and period. If the budget is to be […]

Delivery note

January 17th, 2018 by

If the user is logged in to a set of accounts where the ‘Delivery note’ is set up, then they can use the navigation panel to go to Customer/Reports/Delivery note. Here the user can see a list of all delivery notes.   (Click on screenshot to enlarge).   Delivery notes can also be generated in […]

National company number lookup

January 17th, 2018 by

National company numbers can be looked up in Uniconta. For example, in Denmark this is done via the CVR field. This function is available in all European countries that are part of the EU, plus Norway and Iceland.    

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