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 […]

To change Uniconta’s default plugin path (Windows only). Open Run, type in “Regedit” Once the ‘Registry Editor’ window opens, go to ‘Computer > HKEY_LOCAL_MACHINE > Software’ and right click on ‘Software’ folder. Select ‘New > Key’ and enter ‘Uniconta’. After Uniconta has been created, Right click on the ‘Uniconta’ folder again. Select ‘New > Key’ […]

Quick invoices are used to invoice a direct sale, for example a cash sale. This is a way of invoicing goods that are delivered with no prior sales order. The quick invoice function allows the user to skip the sales order process, while quickly and easily recording the sale as well as the inventory leaving […]

If a ledger voucher is posted incorrectly, it can be difficult to reverse and there is a risk that a manual re-posting might be performed incorrectly.  However, in Uniconta there is a function that can cancel a voucher and create a reversal automatically. Even a whole journal can be cancelled if need be.  All ledger […]

Create a user To get started with Uniconta, select a country from our global website and create a Uniconta user account HERE. Install Uniconta Once a user account has been created, new users receive an e-mail with a link to install Uniconta. Read about installing Uniconta for Windows HERE. Uniconta does not support Mac users, […]

If you are using Dynamics C5, e-conomic, NAV or eCtrl, we offer a free conversion tool, that enables the secure and simple conversion of your data to Uniconta. A multi-export must be performed in C5 or e-conomics. When converting from eCtrl, please contact Uniconta support. The conversion tool reads data from the multi-exports files and […]

At the end of a financial year, once all transactions are posted and a stock-take is complete, balances must be brought forward for the new year.  The profit for the past year is transferred to retained earnings, the profit for the new year is set to zero and balance sheet figures are brought forward for […]

Use the navigation panel to go to Customer/Reports/Ageing report. (Vendor ageing reports can be found under Vendor/Reports/Ageing report.)   The Ageing report gives an overview of customers that currently owe, or soon will owe money to the company (or vendors that are owed by the company).     Click on screenshot to enlarge.     Description […]

Alt+F Select Fields Shows all fields that can be selected in the current screen. Esc Closes tab Closes the active tab. F1 Help  Opens the Unipedia help manual. F2 Create new Creates a new account, journal line item, order, order line item, product etc. Ctrl+F2 Quick setup Goes to the quick setup menu. Shift+F2 Copy […]

We have now made it easier to copy data to and from Uniconta simply by using copy and paste. This way data can quickly be copied and pasted without having to perform exports or imports. Any list form can be copied in pasted from and to. When copying from a Uniconta list form, the contents […]

Company data in Uniconta is automatically backed up in the cloud.  However, local backups can be performed concurrently on the user’s drive. How to perform a local backup   Use the navigation panel to open Tools/Additional Setup/Local backup.     Enter the “Field delimiter”. This is the character that separates data fields within the file […]