Über das Navigationsmenü gelangen Sie zu Lieferant / Einrichtung / Lieferantengruppen. Wie der Name sagt werden ‘Lieferantengruppen’ verwendet, um Lieferanten zu gruppieren. Das kann Gründe zur Umsatzauswertung haben, Steuerung auf verschiedene Verbindlichkeitskonten, automatische Lieferantennummerierung. Einstellung welche Aufwandskonten für diese Gruppe, oder ob die Aufwandskonten der Artikelgruppe verwendet werden sollen. Mit “Lieferantengruppe hinzufügen” wird eine […]
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 […]
The message to the recipient of a vendor payment can be set up under Vendor/Maintenance/File formats for methods of payment. The field can be left blank – a standard text will then be entered into the payment file. The message itself can be a combination of fixed text and text that is entered automatically. The […]
Use the navigation panel to go to Customer/Maintenance/Number sequences. Here the user can select which number series to use for a Customer. If a number sequence is not set up then an error message may appear. Read about error messages here. Description of panel: Sales order: Select from number series already set […]
To join many purchase orders, use the navigation panel to go to Vendor/Maintenance/Join/Join many as shown in the screenshot below. (Click on the screenshot to enlarge). When ‘many’ purchase orders are joined, all orders are removed from the ‘Copy from’ account and moved to the ‘Copy to’ account. Click on the ‘Remove purchase order’ […]
To join two purchase orders go to Vendor/Maintenance/Join/Join two purchase orders as shown in the screenshot below. Click on the screenshot to enlarge. When two purchase orders are joined, all transactions are deleted from the ‘Copy from’ account and moved to the ‘Copy to’ account.
Use the navigation panel to go to Vendor/Maintenance/Order groups. Vendor order groups are used to divide individual orders into groups. These groups can, for example, be used for mass updates of any specific order groups. Read more about mass updates here.
Use the navigation panel to go to Vendor/Maintenance/Vendor layout groups. Layout groups can be used to create default layouts for invoices, bank accounts, E-mail messages etc. for vendors or purchase orders. (Click on screenshot to enlarge). Click on ‘Add Record’ in the toolbar/ribbon, to add a new layout group. Click on ‘Edit’ to […]
Joining two vendor accounts To join two vendor accounts, go to Vendor/Maintenance/Join/Join two accounts as shown in the screenshot below. Click on the screenshot to enlarge. When two vendor accounts are joined, all transactions in the ‘From account’ are moved to the ‘To account’. The ‘From account’ is then empty and is deleted. […]
Use 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
Before setting up vendor payments, users need to make sure that the bank accounts and file formats for methods of payment are set up as follows: Bank accounts To set up one or more bank accounts, use the navigation panel to go to General Ledger/Bank reconciliation, and click on ‘Add bank account’ as shown […]