Uniconta Update 85
Release date: May 24, 2020
Misc. Purchase charges can now be allocated by size
Up until now, ’Misc. Purchase charges’ have been allocated relative to the purchase price of each line item. Users can now choose to allocate misc. purchase charges according to the item’s weight, volume or cartons.
Misc. Purchase Charges can now be assigned to specific inventory items
The Misc. Purchase Charge function now allows the user to select an item number if required. If the purchase order contains this item number then the purchase charge will only be added to this line item.
Invoices from project module
When using quick invoice or orders to create an invoice in the project module, invoice lines will now be listed in the project as expenses and marked as ’Invoiced’.
This way users can have an overview of the contribution margin on a project, hours billed to a project and send an invoice the customer based on activity.
Project invoices in foreign currency
If a project has a currency code then all amounts are converted to this currency when an order is created in the project module and users can then invoice the customer in this currency.
New invoice dialogue box
We have created a new and more concise invoicing dialogue box.
Improved bank import set up
Users sometimes find it difficult to import bank statement columns correctly into Uniconta. We have therefore now made it possible to open the bank statement directly in the local menu and view its contents. There is now a field selector above each column so when users see a bank statement column containing, for example, the ’Amount’ then they can simply select that column to be imported to the Uniconta’s ‘Amount’ field.
This way Uniconta will automatically set the ’Amount’ column as column 3, for example, if the amount is in the third column.
Bank statement currency
We have added new columns in the bank statement allowing users to import currency and currency amounts in cases where the transaction is not in the same currency as the customer account itself. This currency amount will follow through to the journal so that it can be settled correctly on the customer account if they have paid in the currency.
Price lists can now search by both price and discount
Pricelists now include a check mark field ‘Search both price & discount’ Usually the search ‘Stops on first match’ and the price found may include both a price and a discount. When the pricelist has a tick in the ‘Search both price & discount’ field and the price line only has a price, then the system will continue to search under discount groups to find a discount.
Recalculate prices on orders/purchases
Our mass update function can now recalculate prices on orders/purchases. The prices are updated based on the same logic that is used when entering a new order line. Users can filter by the order that they wish to recalculate the price for and click on the ‘Recalculate prices’ button.
Post discount on separate accounts
Customer and Vendor groups now include two account fields for posting discounts given and discounts received upon invoicing. Revenue and purchases are posted as usual less the discount, so VAT and revenue/purchases are posted correctly. However, the discount can now be posted on one account and offset in an offset account.
Add dimensions upon using ”Approve voucher”
If users choose to approve physical vouchers via their profile menu they can now add a project, category, text and dimensions before approving the voucher.
Customers and Vendors can now be run using the “Balance method”
On customer and vendor groups, users can now select whether they want to run their balances by ‘Open post method’ or ‘Balance method’. Until now only the ’Open post method’ has been available, but the addition of the ‘Balance method’ allows users to avoid settling invoices at all.
View the full BOM breakdown
Users can now view a full breakdown of a BOM and simultaneously simulate the full cost of goods sold by entering a ‘Quantity’ for the main inventory item. The list is rather like the BOM hierarchy except that we now show it in a ‘Standard list’ where users can enter their own fields and other fields as well as create totals.
VAT on journal set ups.
Journals now have an extra selection option for how VAT should be calculated. Users can now determine that VAT should not be calculated and if there is a VAT code then it should not be used to calculate VAT but used a value entered. This function is primarily for accountants when importing data from other companies where VAT has been calculated and is exempt.
Next and previous index cards
When selecting ‘Edit’ in any list in Uniconta to enter the index card, users now can use our next and previous arrow buttons. This way users avoid having to go back to the previous screen and switch lines in the list and selecting ‘Edit’ again.
We are now removing ”Superfluous attachments” in scan e-mails
When Uniconta receives an e-mail in the physical vouchers inbox, unwanted attachments often come in as well for example a logo and some other files ending in ”txt”. We have therefore now introduced the following rule: If an e-mail includes a pdf then we filter everything else out that is not a pdf. So both jpgs and pdfs can no longer be sent in the same e-mail.
Design your own main menu layout
Our whole main menu layout is in an xml file. Users are now able to take a copy of this xml file and save it with a new name. This way users can completely restructure the whole main menu layout as they please. Under Company/User rights/Manage Users, these main menu layouts can now be allocated to the various users in the company.
The down side of this method is that users will not get our new menu items when we update the system with new versions so they will need to edit the xml file and enter the new menus. So that means that the old method of editing the main menu is still necessary when designing your own menu item, which will then be entered automatically into our main menu.
Remove pages by user
Under Company/User Rights/Manage Users, users can now have whole menu page removed from the main menu layout.
”Arguments” on own menu items
If you have created your own menu items, the ’Arguments’ field can now be used to enter values in that control that can be called on. The arguments are built as follows: “Name=value;Name=value;Name=value”
- One can now write the following in all journals: “Journal=xxxx” (xxxx is journal id). This means that users can create a menu item that goes directly to the journal lines without first looking at the overview of the journals.
- One can now write the following in all controls ”Filter=Property1:filtervalues1; Filter=Property2:filtervalues2”. These filters will then be imported onto the list and cannot be removed with ‘Clear filter’.
We are working on getting these parameters on many of our other controls.
Language in user designed reports
In the report generator menu under ’Edit’, users can now allocate a language to a report. Usrs can also use @labels in user designed reports. The new ’Arguments’ allow users to use arguments to run a report, by writing ”Language=xxxx”.
- We have created ”Merge two warehouses” and ”Merge two locations”
- Attachments now have a field called ’Last updated’ showing when the attachment was last updated
- Weight, Volume and Cartons can now be entered on BOMs
- BOMs now include a field called ’Show on picking list’. Previously picking lists used the ’Show on delivery note’ field but they now have their own field
- ”Add variant” is now available on quick invoices. It is selectable on the order lines
- Delivery terms can now also be selected on delivery addresses
- ”Adjustments” in projects now have their own sum on the project card
- If a project transaction is not billable then the sales price will be set as 0
- New project text field in the general journals that can hold up to 1000 characters and is transferred to the project postings
- ”Remember me” upon login is now saved in the Windows Control Panel (Credential management), where Microsoft saves passwords e.g. to Outlook and Skype
- E-mails sent via ”EmailManager”, will now show the sender as the ”correct sender” on e-mails
- As previously announced, Uniconta now requires that a minimum of .NET Framework 4.6.1 is installed.