Die DATEV-Schnittstelle für Uniconta gehört zu den Überwachungsaktivitäten im Bereich Finanzbuchhaltung. Die Funktion „Sachkontobuchungen exportieren“ erlaubt den Export von Sachkontobuchungen in verschiedenen Formaten, so auch im DATEV-Format. Dabei wird jeder Export protokolliert, sodass ein versehentlicher Mehrfachexport derselben Buchungen vermieden wird. Folgend beschreiben wir für Sie die Einrichtung und die Anwendung der DATEV Schnittstelle.    Einrichtung […]

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 […]

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.  

Kontoauszüge können im Lager und Logistik Modul erstellt werden um den Status und Bewegungen jedes Artikels darzustellen. Gehen Sie über das Navigationsmenü zu Lager und Logistik/Berichte/Kontoauszug. Geben Sie ein “Von Datum” und “Bis Datum” an. Es ist auch möglich, aber nicht notwendig, einen Artikelbereich zu wählen, “von Artikelnummer” und “bis Artikelnummer”. Ebenso ob die Artikel […]

  (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 […]