In this post you will be able to read and learn about the various sales documents Uniconta offers through the Report Generator. Invoice An invoice is a document that specifies and charges payments for the goods/services agreed between the supplier and the customer. By default, Uniconta has an invoice you can use, but if it […]

In this post you will be able to read and learn about the different purchase documents Uniconta offers through the Report Generator. Purchase Invoice A purchase invoice is a document that specifies the items you have ordered for the warehouse. This document can be used to update the unit cost and quantity in the warehouse […]

In this post you will be able to read and learn about the account statement Uniconta offers through the Report Generator. An account statement is an overview of the balance and movements of an account for a specific period of time. Uniconta offers a standard account statement report, but if you want to make your […]

An company accounts cover page allows you to create a cover page for the balance. To create your own company accounting cover page, go to Tools/Report Generator/Reports and Select “Company accounts cover page“: Uniconta provides you with the following company accounting cover template, which can be edited according to your own needs: The report is […]

In this post you will be able to read and learn about the picking list Uniconta offers through the Report Generator. A picking list is a list of the items that a sales order has and provides a good overview of what to “pick” from a possible warehouse. Uniconta offers a standard picking list report, […]

In this post, you’ll be able to read and learn about the different collection letter documents that Uniconta offers through the Report Generator. Reminder/Collection letter (currency) A reminder/collection letter is used to notify the customer (the debtor) that there is an outgoing balance for a received item/service. In Uniconta, two different reminders/collection letters can be […]

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 […]

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 […]

 Scanned in physical vouchers can be imported into Uniconta from e-conomic.   Use the Uniconta navigation panel to go to Tools/Additional setup/Import e-conomic, as shown in the screenshot below.   (Click on the screenshot to enlarge).   Click on the ‘Import’ button in the toolbar/ribbon and you will be prompted to login to e-conomic.

There are 3 ways to create an external Report.   Data Source: Report Generator uses the grid’s item source to create a ‘Simple Report’. Current Record: Report Generator uses the grid’s selected record to create a source, based on the type of report being created (Simple / Master-Detail). Master Record: Report Generator uses the grid’s […]

  Uniconta allows users to add their own menu items to each set of company accounts both at a main menu and a local menu level. Menu’s can be set up under Tools/Main Menu and Tools/Local Menu respectively.   Create your own Main Menu item Use the navigation panel to go to Tools/Main Menu Select where the […]