ADAPTABILITY

ADAPTABILITY | Adapting Uniconta to your needs

Uniconta is an ERP system, designed to adapt to your needs – from privacy settings to our report generator, plugin development as well as other Uniconta solutions.

Privacy

Customize your privacy by granting and removing access to your accountant and reseller and keep track of who has access to your company. Anyone who is given access by the owner of the accounts via our ‘Manage users’ menu item is, by default, able to view selected modules in the company accounts. This includes the company’s auditor, reseller and Uniconta’s support department.

Report generator

Uniconta includes a large number of reports. However, if users require more detailed or varied reports, these are available via our built in WYSIWYG report generator, which allows users to design their own reports.

Master/detail reports can use ‘outer join’

A user can decide whether a master report should be printed even if there are no detail transactions. In SQL terminology, the term ‘inner join’, means that the master report should not be retrieved where no detail records exist. ‘Outer join’ will, however, download all master reports regardless of whether or not detail records exist.

Uniconta Plugin, API OG SCRIPT

Uniconta Plugin

Uniconta Plugin is an alternative way to develop smart new features for Uniconta. Instead of building a program, users simply build a DLL. This DLL can then be loaded by the Uniconta client and runs directly from Uniconta. Since Uniconta also uses the Uniconta API and the user is already logged in, the DLL uses the client’s current session.

Uniconta API

Uniconta API is a complete API that can be used to develop solutions and integrations for Uniconta. Users write a small program that will then log in and run the code. Our conversion program is a good example of such a solution as it allows users to run more advanced customizations. Our resellers can help you get started with a Uniconta API.

Globalt script

Any script created on the main menu’s control will also run when switching between companies. This means that the code is immediately activated upon entering Uniconta for each company.

Other Features

When inserting data from Excel using the top right-hand menu buttons, users now choose to ‘update’ the data.

That is, the lines are not inserted, but merge with the line they match in the current screen. Users can then press ‘save’ and their data is updated using the ‘Update from Excel’ function.

The function has two options: The ‘Update line to line’ method should be used when the user has opened a Uniconta screen, copied all lines from that screen into Excel and then edited that data in Excel. The user can then copy the data back to the same Uniconta screen that is still open and still includes the same transactions that were copied over to Excel. This way, Uniconta can assume that line 1 in the screenshot is equal to line 1 in Excel and so on.

The other copy/paste method ‘Update with key match’, is based on ‘keys’. That is to say, there are one or more fields that uniquely identify the line. In main directories, this is the number field (item number, account number, etc). The unique field may not be visible in other Uniconta screens. In the general journals and order lines, the unique field is ‘line number’ and this field should be dragged into the Layout menu and copied over to Excel.

When copying back to Uniconta, the system uses this field to identify the entry which needs to be updated with data from Excel. The price lists uses several key fields to identify the unique line (item number, item group, discount group, and quantity).

  • Open a screen in another company
  • Share user defined directories with other companies
  • Maximum penny difference upon matching open transactions
  • Several tables have user defined fields
  • XML export catalogue
  • Copy a record
  • Document messages must be set to ‘default’ to be displayed
  • Users can set up a default printer and directory under ‘My Profile’
  • When exporting in the tools menu, users can create a set up whereby only fields that can be imported are allowed to be exported
  • Share a partner plugin with multiple companies
  • Send email and select between two standard mail providers: Microsoft and emailManager.com
  • Use C# in data manipulation
  • Uniconta can run in multiple windows with the same login
  • Add fields to a reference list

Read more about our modules

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