Use the navigation panel to go to Customer/Maintenance/Customer groups.
‘Customer groups’ is used to divide customers into groups for financial reporting purposes. The turnover generated from these customers can then be displayed in summary accounts.
Uniconta allows the user to select, for example, which group to show the ‘Turnover posting’ by.
In the example below, all groups display ‘Turnover posting’ by ‘Item group’.
(Click on the screenshot to enlarge.)
Click on the ‘Add customer group’ button in the toolbar/ribbon to add a customer group, as shown in the screenshot below.
The ‘Auto-generated key’ field in the ‘Description’ panel shown in the screenshot above, allows the user to use a number sequence. This will generate a number for each post, unless the user has already allocated a number.
Number sequences can be used both for numbering vouchers as well as for auto-generating keys for transactions.
Note that number sequences now have a length field, so Uniconta can add 0’s or enter a prefix.
Read more about voucher number series here.
‘Customer groups’ is used to divide customers into groups for financial reporting purposes. The turnover generated from these customers can then be displayed in the summary accounts, so users can select which group to show the ‘Turnover posting’ by: either by (inventory) ‘Item group’ or by ‘Customer group’.
‘Compress transactions’ is checked by default. When checked, Uniconta will compress all lines on each invoice, so that the individual inventory transactions on the invoice are shown as one line item in reports (if they are posted to the same account). If the check mark is removed, the financial report will include a line for each line on each invoice.
Customer groups can also be used for VAT grouping (country specific).
Read more about VAT set up here. (English link coming soon).