Select a PDF document and click on “Split pdf in several pdf’s” button. A new window opens There are various ways to split a PDF. On the right pane, select the starting point of your new pdf. In the below image, 3 is selected which breaks the pdf into two pdfs. First one will be pages […]

  (Global Unipedia VAT articles in English for other countries coming soon).   The example below illustrates how to settle Danish VAT in Uniconta for the first quarter of 2017. Use the navigation panel on the left side of the Uniconta screen to go to General Ledger/Reports/VAT Reporting/VAT Specification. Fill out the ‘From date’ and […]

It is recommended that the user set up a customer journal for entering payments received by customers. Read here on how to set up journals…   Customer example The screenshot below shows an example of a customer journal set up. (Click on the screenshots to enlarge.)   Select the customer that the payment should be […]

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. […]

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 […]

Automatic numbering is available in the following modules: Customer Vendor Inventory Project   ‘Auto numbering’ set up To set up auto numbering, use the navigation panel to go to General Ledger/Maintenance/Voucher number series.     Click on ‘Add’ in the toolbar/ribbon (or F2) to add a new voucher number series.     The detail form shown […]

  ‘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 […]

Physical Voucher report   Use the navigation panel to go to General Ledger/Reports/Physical Vouchers. This shows a report of all physical vouchers, including those that are posted, attached and unattached. In the screenshot below there is only one but there can be many. (Click on the screenshot to enlarge)     If a posting date […]

  Two dimensions can be joined in General Ledger/Maintenance/Dimensions.  When two dimensions are joined, all transactions are ‘copied from’ the first dimension and ‘copied to’ the second dimension. The first dimension is then deleted.     Click on the ‘Join two dimensions’ button in the toolbar/ribbon shown above. Select the dimensions to be copied from/to as […]

VAT on EU Sales To access EU sales, go to General Ledger/VAT reporting/EU Sales as shown in the screenshot below. Enter a date range and click on ‘Search’.   (Click on the image to enlarge).   Go to: Layout Templates Filter/Clear Filter VAT Reporting – Denmark    

  General EU sales list under General Ledger/Reports/VAT reporting/EU sales list is used to report EU sales to country specific authorities (for example, ‘SKAT’ in Denmark). The information for the report is automatically obtained from the customer invoice records and can be edited if necessary before reporting.   Set up Before creating the report, make […]

‘Export transactions’ is used by the auditor/Univisor to export the Uniconta accounts to the customer’s accounts. If the customer uses Uniconta, then the Univisor has free access to their accounts. Use the navigation panel to go to General Ledger/Audit activities/Export transactions.    (Click on the screenshot to enlarge).   Select the fields to be exported. These […]