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

Account statements can be created in the Inventory module to show the status and movement on each inventory item. Go to the navigation panel and select Inventory/Reports/Statement. Select a ‘From date’ and ‘To date’ . It is also possible (but not required) to select a range of items ‘From item number’ and ‘To item number’ […]

  (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 […]

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.  

Uniconta subscription prices based on financial line items   Uniconta has three monthly price lists, which are based on how many financial line items are entered per year. View the various country websites’ main menu for price lists. For example, Denmark and the UK. Until June 2017, most Uniconta users paid for the most basic […]

Switching from a free trial period to a subscription After a free 30 day trial period, a user can choose a subscription and start paying to use Uniconta.   A company can create a subscription by either: 1) contacting their reseller; 2) contacting Uniconta by sending an email to support@uniconta.com 3) creating the subscription themselves. […]

Uniconta user profile    The user profile can be accessed by clicking on the icon in the top right hand corner of the Uniconta screen, as shown in the screenshot below.     Each user’s profile setup is applied to all sets of company accounts that the user has access to.     User Information […]

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 […]

A watermark is a graphic element that can be placed in the background of your invoice or other company document. Watermarks are most effective if they are created in light colours.  This way the text over the watermark is easily readable. A watermark can be a small logo or a large image, covering the whole […]

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 […]

If the user is logged in to a set of accounts where the ‘Delivery note’ is set up, then they can use the navigation panel to go to Customer/Reports/Delivery note. Here the user can see a list of all delivery notes.   (Click on screenshot to enlarge).   Delivery notes can also be generated in […]