All Uniconta data and reports can be exported and saved as various file formats.
All reports and forms can be edited before they are saved as a file. It is possible to:
- Move fields around
- Add and remove fields
- Choose field width
- Sort
- Search and filter etc.
This makes it quick and easy for the user to edit the contents and design of a file before exporting it.
Example
To export a Chart of Accounts to a file:
Open the Chart of Accounts (General Ledger/Chart of Accounts).
Click on the printer icon on the top right-hand corner of the Uniconta screen.
There is an option to add a “comment” for the report, which can then be viewed as a “Print Preview”.
Documents can be saved in several available file formats. The “Export” icon can be found on the top right of the toolbar within this “Print Preview”.
Click on the arrow to the right of the “Export” icon to view the available file formats.
If the “Export” icon is clicked without viewing the file format options, then the last chosen format will be used. If, for example, an XLS File was used last, then Uniconta will remember this format for the next export.
Choose the required format.
A window will open where the “Export format” and “File path” can be chosen.
Click “OK”. The file will be saved with the file name and path chosen.
Alternatively, the “Export to Excel” or “Export to Csv” icons can also be used to save data in an external file as shown in the screenshot below.
However, as seen above, more format options are available by clicking on the “Print” icon and then the “Export” icon.
The above procedure can also be performed using other forms, such as, Customers, Vendors, Inventory etc.
Reports can also be exported to an external file.
Example
To create a report showing all physical vouchers posted in 2017.
Choose General Ledger/Reports/Physical Vouchers. Click on the “Filter” button in the toolbar/ribbon to open the filter function.
Click in the “Field name” column to select the available fields and choose “Posting date”.
Click in the “Filter by” column and type: 01-01-2017..31.12.2017.
Click on “OK”.
Vouchers from 2017 will now be shown in the following report.
Any unwanted fields can now be removed by grabbing the heading and moving it up to the toolbar. (See also Layouts)
Click on the “Print” icon on the top right of the Uniconta screen to view a “Print Preview” of the report.
The “Page Setup” icon within the “Print Preview” can be used to edit the paper size, orientation and margins, as shown in the screenshot below.
If, for example, the file is to be saved as a PDF, then click on the “Export” button as with the Chart of Accounts example above, and choose PDF File.
Complete the “Export Document” detail form that appears with the export format and file path and click “OK” to export the file.
