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.
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For Administrators only Preconditions for adding a subscription to a client: The reseller/administrator ‘owns’ the accounts A user has been set up. If a user has not yet been set up, read how to ‘Add a user’ from the ‘Subscription’ article here. A user that has been added is shown under Company/User rights/Manage users, […]
Use the navigation panel to go to Company/Maintenance/Preferences. ‘Preferences’ is used for selecting standard inventory management settings. (Click on screenshot to enlarge). The ‘Sales orders’ and ‘Purchase orders’ boxes can be used to determine how much the user would like the sales and purchase orders to influence the inventory module. Sales orders Stock […]
It is easy to set up a new set of accounts in Uniconta. Use the navigation panel to go to Company/Maintenance/Create a new company, as shown in the screenshot below. (Click on screenshot to enlarge). ‘Setup’ box: Select either ‘Import company (Convert data from C5, e-conomic or NAV)’ or ‘Copy setup’. For help converting […]
Use the navigation panel to go to Company/Maintenance/Configure application functionality. Select the modules to be used. (Click on the screenshot to enlarge). The first ‘Modules’ column includes all features that are included in the basic package price. The ‘Logistics’, ‘CRM’ and ‘Project’ modules are separate modules at an additional price. Make sure all other […]
Use the navigation panel to go to Company/View a demonstration company. This function allows a user to see how Uniconta recommends setting up the system. It is advisable to start an extra Uniconta screen to view the demo company in. This provides a quick and easy way of viewing and comparing the demo company settings whilst […]
Another way to gain access to a set of company accounts is to request it form the ‘owner’. This is the alternative to the owner granting a user access directly, as described here. Use the navigation panel to go to Company/User rights/Request company access. Enter the ‘Company’ (case sensitive) and click on […]
In order for other users to have access to your company accounts, they need a user profile and to be granted access to your accounts with the corresponding user rights. There are several ways to grant access to another user: Add the user to the list of users with access to the […]
Company Information Use the navigation panel to go to: Company/Company information. This is where the company’s master data is stored. (Click on screenshot to enlarge). Toolbar/ribbon menu Save company Saves the company set up Cancel Cancels the edits Company images Logos can be added here for use in tools and on invoices (e.g. company […]
Approve a request for company access When a user has requested access to a set of company accounts, the ‘owner’ of the accounts will be able to view and approve the request under Company/User rights/Requests for user access. In the example below, a request for access has been made by an Auditor and a New […]