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 […]

  Die automatische Kontoauswahl erlaubt das automatische buchen sobald ein Bankauszug importiert wird. Unter Finanzbuchhaltung/Bankabstimmung und dem Symbol “Bankauszug importieren”, in der Werkzeugleiste, wählen Sie das Dateiformat des Imports.     Klicken Sie als nächstes auf “Automatische Auswahl des Kontos” in der Werkzeugleiste, wie im Screenshot oben zu sehen. Wählen Sie nun die Konten für […]

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 […]

National company numbers can be looked up in Uniconta. For example, in Denmark this is done via the CVR field. This function is available in all European countries that are part of the EU, plus Norway and Iceland.    

Automatic numbering is available in the following modules: Customer Vendor Inventory Project   ‘Auto numbering’ set up To set up auto numbering, use the navigation panel to go to General Ledger/Maintenance/Voucher number series.     Click on ‘Add’ in the toolbar/ribbon (or F2) to add a new voucher number series.     The detail form shown […]

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 […]

  ‘Cash discounts’ can be given to customers or by vendors when invoices are paid by a specific date. These can be set up for both Customers and Vendors and are used for both Sales and Purchase orders. Cash discounts can also be used when entering invoices directly in the accounting journals.   Setting up […]

Purchase orders can be created by copying a sales order so that the exact item being sold can be purchased and ‘marked’ to the exact sales order. Use the navigation panel to go to Customer/Sales/Sales order to create the sales order. Read more about creating sales orders here. A purchase order can then be created based […]

If windows 7 is being used and Uniconta is being installed using our Click Once installation, then the user must be aware that windows-settings may block the installation.   Click Once installation is the Uniconta installation available on our home page.   The user will receive the following error message:       Read here […]