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unipedia

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– Setting up bank days

May 22nd, 2018 by Lasse Hansen

Bank days Most banks will reject a payment if the bank is closed on the payment date. It is therefore important that payment dates do not fall on days when the banks are closed. To avoid this, users can activate the ‘Bank day’ calendar under Vendor/Maintanence/File formats for methods of payment. Uniconta has a calendar with […]

Merge payments

March 7th, 2018 by Lise Nyrop

The ‘Merge payments’ button is found under Vendor/Reports/Payment proposal.   This function gives users the option of merging two or more payments together, saving administrative time and costs. This is particularly useful if the company has several payments due to the same Vendor. Set up Before using the ‘Merge payments’ button, users must set up […]

– Setting up messages for vendor payments

January 16th, 2018 by Jørn Rejndrup

The message to the recipient of a vendor payment can be set up under Vendor/Maintenance/File formats for methods of payment. The field can be left blank – a standard text will then be entered into the payment file. The message itself can be a combination of fixed text and text that is entered automatically. The […]

Number sequences

October 13th, 2017 by Jørn Rejndrup

Use the navigation panel to go to Customer/Maintenance/Number sequences. Here the user can select which number series to use for a Customer. If a number sequence is not set up then an error message may appear. Read about error messages here.     Description of panel:   Sales order: Select from number series already set […]

Join many

October 13th, 2017 by Jørn Rejndrup

To join many purchase orders, use the navigation panel to go to Vendor/Maintenance/Join/Join many as shown in the screenshot below.   (Click on the screenshot to enlarge).     When ‘many’ purchase orders are joined, all orders are removed from the ‘Copy from’ account and moved to the ‘Copy to’ account. Click on the ‘Remove purchase […]

Join two purchase orders

October 13th, 2017 by Jørn Rejndrup

To join two purchase orders go to Vendor/Maintenance/Join/Join two purchase orders as shown in the screenshot below. Click on the screenshot to enlarge.     When two purchase orders are joined, all transactions are deleted from the ‘Copy from’ account and moved to the ‘Copy to’ account.      

Purchase order groups

October 13th, 2017 by Jørn Rejndrup

Use the navigation panel to go to Vendor/Maintenance/Order groups. Vendor order groups are used to divide individual orders into groups. These groups can, for example, be used for mass updates of any specific order groups. Read more about mass updates here.    

Vendor groups

October 13th, 2017 by Jørn Rejndrup

Use the navigation panel to go to Vendor/Maintenance/Vendor groups. Vendor groups is primarily used to divide vendors into groups, so that purchases can be distributed amongst different accounts, for example, for financial reporting purposes. Uniconta allows the user to select, for example, which group to show the ‘Purchase posting’ by. In the example below, all […]

Vendor layout groups

October 13th, 2017 by Jørn Rejndrup

Use the navigation panel to go to Vendor/Maintenance/Vendor layout groups. Layout groups can be used to create default layouts for invoices, bank accounts, E-mail messages etc. for vendors or purchase orders.   (Click on screenshot to enlarge).   Click on ‘Add Record’ in the toolbar/ribbon, to add a new layout group. Click on ‘Edit’ to […]

Join two accounts – Vendor

July 24th, 2017 by Jørn Rejndrup

Joining two vendor accounts To join two vendor accounts, go to Vendor/Maintenance/Join/Join two accounts as shown in the screenshot below. Click on the screenshot to enlarge.     When two vendor accounts are joined, all transactions in the ‘From account’ are moved to the ‘To account’.  The ‘From account’ is then empty and is deleted.   […]

Vendor account statement

July 24th, 2017 by Jørn Rejndrup

Use the navigation panel to go to Vendor/Report/Statement.     Vendor statements can be created and printed here. Read more about the toolbar/ribbon buttons and fields in account statements here.     General links Layout Templates Search Attachments Filter/Clear Filter Additional Information Customer account statement Account statements  

File formats for methods of payment

June 24th, 2017 by Lise Nyrop

Before setting up vendor payments, users need to make sure that the bank accounts and file formats for methods of payment are set up as follows:   Bank accounts To set up one or more bank accounts, use the navigation panel to go to General Ledger/Bank reconciliation, and click on ‘Add bank account’ as shown […]

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