Uniconta subscription prices based on financial line items
Uniconta has three monthly price lists, which are based on how many financial line items are entered per year. View the various country websites’ main menu for price lists. For example, Denmark and the UK. Until June 2017, most Uniconta users paid for the most basic monthly subscription (known as ‘Uniconta Økonomi’ in Denmark) even though many of these users entered more financial items per year than the most basic subscription covers. This has now been revised, so as of July 2017 all users pay the monthly subscription that corresponds to their actual use.
How financial line items are counted
Uniconta counts the number of financial line items entered in the last 12 months, starting from the end of the prior month. The total number of financial items is thus the accumulation of the previous 12 months. This means that if the number of financial line items entered in the last 12 months falls below/goes over the subscription threshold, then the monthly subscription price is automatically changed to the lower/higher subscription price that month. So the monthly subscription price always corresponds to the previous 12 months’ usage. Even if new customers know they will be entering more financial line items than the basic subscription covers, they will not be invoiced for the higher subscription threshold until the month that they exceed the annual threshold for the basic package. To count the number of financial line items entered in the past 12 months, go to General Ledger/Reports/Transactions, as shown in the screenshot below.
(Click on the screenshot to enlarge).
Create a filter for all transactions in the last 12 months (up to the end of the previous month) using the ‘Filter’ button in the toolbar/ribbon. Read more about filters here. For example, if it is the middle of February 2018, then the 12 months up to the end of January will be counted towards the user’s subscription. To count the number of financial items considered for the subscription threshold, the filter to apply is the last 12 months, up to the end of the prior month, i.e. ’01/02/2017..31/01/2018′. Right click on the blue band at the bottom of the list and click on ‘Number of’ to sum the list as shown below. Read more about displaying a total number of items in a list here.
All financial items posted in a transaction will be included in the list and counted towards the annual subscription thresholds. This means, for example, that a basic transaction entered into a financial account, with an offset account and VAT will consist of three financial line items. |
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