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 […]

  Before 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 […]

(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 […]

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 […]

Once 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 […]

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 […]

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 […]

Expression 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 […]

Spring 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 […]

Customers 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’ 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.)

Use the navigation panel to go to Inventory/Reports/Item stock status.  Select a date and click the ‘Search’ button in the toolbar/ribbon.