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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‘Cash discounts’ can be given to customers or by vendors when invoices are paid by a specific date. These can be set up for both Customers and Vendors and are used for both Sales and Purchase orders. Cash discounts can also be used when entering invoices directly in the accounting journals. Setting up […]
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 […]
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 […]
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.
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.
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 […]
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, […]
Project groups are used to determine automatic account postings in the project module. The user will need to: Enter a project ‘Group’ (Optional text) Enter a project ‘Name’ (Optional Text) Select whether this is to be the default group i.e. if no group is selected on a project, then this default group will automatically be […]
Project categories can be considered as a ‘chart of accounts’ for projects. Here the users can review the projects reporting (Print Project Balances/Category) A category number is optional, however we recommend that categories are grouped like a chart of accounts. The name assigned to a category corresponds to the text shown in the chart of […]
To join two inventory items, use the navigation panel to go to Inventory/Maintenance/Join two items. When joining two items, the “From item number” will be deleted and all transactions will be moved over to the “To item number”. (Click on screenshot to enlarge).
To join many sales orders, use the navigation panel to go to Customer/Maintenance/Join/Join many. When ‘many’ sales orders are joined, the orders are moved from the “Copy from” account to the “Copy to” account. Use the ‘Filter’ button in the toolbar/ribbon to create a ‘Filter’ that will find the sales orders that are to be […]