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 […]
unipedia
Physische Belege
Oktober 28th, 2017 by Jørn RejndrupPhysical Voucher report Use the navigation panel to go to General Ledger/Reports/Physical Vouchers. This shows a report of all physical vouchers, including those that are posted, attached and unattached. In the screenshot below there is only one but there can be many. (Click on the screenshot to enlarge) If a posting date […]
Umsatzsteuer auf EU-Verkäufe
Oktober 14th, 2017 by UnicontaVAT on EU Sales To access EU sales, go to General Ledger/VAT reporting/EU Sales as shown in the screenshot below. Enter a date range and click on ‘Search’. (Click on the image to enlarge). Go to: Layout Templates Filter/Clear Filter VAT Reporting – Denmark
EU-Verkäufe
Oktober 14th, 2017 by Jørn RejndrupGeneral EU sales list under General Ledger/Reports/VAT reporting/EU sales list is used to report EU sales to country specific authorities (for example, ‘SKAT’ in Denmark). The information for the report is automatically obtained from the customer invoice records and can be edited if necessary before reporting. Set up Before creating the report, make […]
Intrastat
September 30th, 2017 by Jørn RejndrupGeneral Intrastat is the EU system for collecting and producing statistics on trade between member countries of the European Union. This is done on a monthly basis. Intrastat information includes, for example, the amount, weight and value of goods traded in the EU. These details are included in customer and vendor invoices. Intrastat […]
Kunden Pivottabelle
Juli 24th, 2017 by Jørn RejndrupUse the navigation panel to go to Customer/Reports/Pivot table. Similarly, Pivot tables can also be created in the Vendor and Project modules under Reports. Pivot tabels can be used to sort, sum and then summarise data, providing users with a dynamic reporting tool. Various formats are available and can include calculations of totals as well as averages etc. Pivot […]
Auftragszeilen
Juli 24th, 2017 by Jørn RejndrupUse the navigation panel to go to Customer/Reports/Order lines. Here the user can see an overview of all orders in Uniconta. (Click on screenshot to enlarge). General links Layout Templates Search Attachments Filter/Clear Filter
Kunden Kontoauszug
Juli 24th, 2017 by Jørn RejndrupUse the navigation panel to go to Customer/Reports/Statement. Here the user can create and print statements showing movements on one or more customer accounts. The report can be created to show all movements or specific movements only, by applying search criteria, as described below. (Click on screenshot to enlarge). Customer account statement toolbar/ribbon […]
Kontoauszug
Juli 24th, 2017 by Jørn RejndrupUse the navigation panel to go to Vendor/Report/Statement. Vendor statements can be created and printed here. Read more about the toolbar/ribbon buttons and fields in account statements here. General links Layout Templates Search Attachments Filter/Clear FilterAdditional Information Customer account statement Account statements
USt-Angabe
Juni 16th, 2017 by Jørn Rejndrup(Global Unipedia VAT articles in English for other countries coming soon) VAT statements (‘Momsopgørelse’ in Danish) can be prepared and printed by going to General Ledger/Reports/VAT reporting/VAT specification in the navigation panel. Select the period, as shown in the screenshot above, and click on ‘Search’ to create a statement, as shown in […]
Gebuchte Journale
Juni 16th, 2017 by Jørn RejndrupGebuchte Journale Alle Journale die in Uniconta gebucht werden, können über Finanzbuchhaltung/Buchungsjournale eingesehen werden. Klicken Sie auf “Gebuchte Journale” in der Symbolleiste wie im Screenshot unten gezeigt. Die erscheinende Liste zeigt, neben anderen Kopfzeilen, welcher Benutzer das Journal gebucht hat ebenso wie jegliche Journal Kommentare. Ein Journal kann gelöscht werden, in dem […]
Finanzauswertung
Juni 16th, 2017 by Jørn RejndrupCreating and printing a Financial Statement Click on the screenshot above to enlarge. It is possible to prepare an unlimited number of financial statements in Uniconta. When a new financial statement is set up it, it first needs to be given a name in the ‘Name’ field. Next click on ‘Save’. The financial statement can […]