Setting up SEPA Direct Debit Go to File formats for methods of payment A payment method must be set up in order to draw payments via Direct Debit SEPA. This payment method then needs to be selected for those Customers from whose bank accounts, payments will be drawn using Direct Debit SEPA. Note: If both […]
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Mandates (SEPA)
August 28th, 2019 in Customer, Unipedia | Last modified: September 5th, 2019Before payments can be collected from a customer by direct debit, authorization must be granted via a mandate. A mandate is a legally binding payment agreement between the company (Vendor) and their debtor (Customer). The mandate will receive a unique id that will also be used to identify the Customer in Uniconta. These payment […]
Count number of API calls
July 15th, 2019 in Inventory, Unipedia | Last modified: September 15th, 2022(For resellers and developers only) In order to check the number of API calls created on a user plugins and other external applications every 24 hours: Go to Administrator/All Users Highlight the user and click on ‘Client/server trace’. Filter by End time. Right click on the header and select ‘Show […]
How to split voucher PDF
October 5th, 2018 in General Ledger, Unipedia | Last modified: October 5th, 2018Select 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 […]
Save layout as a menu item
June 8th, 2018 in Tools, Unipedia | Last modified: June 27th, 2018Once the layout of a grid has been changed, it’s possible to save it as a userdefined menu item as follows: Having changed grid Layout , save it by clicking on ‘Save with a new name’. Next, enter a name for the new layout. In this case it is “CustomSalesOrder”. Go to Tools/Menus/Main […]
– Setting up bank days
May 22nd, 2018 in Unipedia, Vendor | Last modified: September 15th, 2022Bank 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 in Unipedia, Vendor, Vendor Payment | Last modified: September 15th, 2022The ‘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 […]
Expression binding for Reports
March 1st, 2018 in Report Generator, Tools, Unipedia | Last modified: September 15th, 2022Expression Binding Reporting in Uniconta has now been simplified. Data is now provided to report controls using ‘expression binding’. This means that, instead of using data bindings, as in the previous version, reports now use expressions by default. Previously, end-users needed to manipulate script in order to implement custom logic in reports. This […]
– Udregn total vægt på ordrelinjer
February 26th, 2018 in Tools, Unipedia | Last modified: September 15th, 2022Spring til Beregnede felter Udregn den totale vægt for en vare på ordrelinjerne, ved brug af beregnede felter i Uniconta. Hvis man på ordrelinjerne vil se den totale vægt for en vare, kan man oprette et beregnet felt. Gå til Værktøjer / Beregnede felter Vælg den tabel der hedder: DebtorOrderLineClient Klik på Beregnede felter Klik på […]
Reconciling Customer Accounts
February 22nd, 2018 in Customer, Unipedia | Last modified: September 15th, 2022Customers balances can be reconciled as follows. This method can also be used in the Vendor module. Check the ‘Balance’ Use the navigation panel to go to Customer/Customer. Check the customer balance in the ‘balance’ column as shown in the screenshot below. (Click on the screenshot to enlarge). Create a filter Go […]
On-hand
February 16th, 2018 in Inventory, Unipedia | Last modified: September 15th, 2022‘On-hand’ displays a list of inventory items that are on-hand. Use the navigation panel to go to Inventory/Reports/On-hand. If items are missing from the list, they can be added by clicking on the ‘Add’ button in the toolbar/ribbon or using the F2 button. (Click on the screenshot to enlarge.)
Item stock status
February 15th, 2018 in Inventory, Unipedia | Last modified: September 15th, 2022Use the navigation panel to go to Inventory/Reports/Item stock status. Select a date and click the ‘Search’ button in the toolbar/ribbon.