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 menu item should be placed.
If, for example, the menu item should appear in a sub-menu in the Customer module, click on the ‘plus’ sign next to ‘Customer’.
Prompt Text: insert a name for the the menu item.
ControlType: select the type of menu item you wish to add from the following dropdown list:
|ReportControl||This type is a report defined in the Report Generator.|
|UserDefinedTableControl||This type is a table defined by the user.|
This type uses a menu item to export to a particular table. Enter the table name under ‘argument’ for example, DebtorOrderClient.
Use a menu item to import a particular table. Enter the name of the table under ‘argument for example, DebtorOrderClient.
Starts an external program. Enter, for example, Notepad.exe under ‘ argument’. Notepad will start up when the user clicks on the menu item.
|Plugin||Starts a Uniconta plugin|
Opens a Uniconta form.
Control: select the control here.
Line number: enter the line number where you would like to place the menu item.
Argument: enter a table name, for example.
Disable: tick this box to disable a menu item so that it is not shown on the menu.
Company ID: Select a company ID here. This allows the user to open a screen that retrieves data in another company without having to switch company.