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Unipedia

  • Introduction
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  • General Ledger
    • How to split voucher PDF
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    • General journals
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        • Automatic account selection
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      • How to manage voucher number series
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      • Cancel voucher/delete journal/delete record
    • Bank Reconciliation
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        • – Collection letter messages
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User Profile

464 views 7 February 2018 4 September 2019
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Learn more about:

  • Layout
  • Filter/Clear Filter
  • Templates
  • How to search in Uniconta
  • Attachments
September 4th, 2019
Uniconta user profile 

 

The user profile can be accessed by clicking on the icon in the top right hand corner of the Uniconta screen, as shown in the screenshot below.

 

 

Each user’s profile setup is applied to all sets of company accounts that the user has access to.

 

 

User Information
NameUsers name.
Login IDUser’s Login ID. Minimum 3 characters.
E-mailUser’s e-mail. Must be entered to receive a password.
CountryUser’s country.
CountryCountry telephone code.
TelephoneUser’s telephone number.
 

Change password

Current passwordTo change password, enter the current password in the field above and enter the new password here and in the field below.
Password
Re-enter password
 

Preference

Language 

Select users language.

 

ThemeChoose colour theme.
Activate column search? 

If the column search box is not checked then dropdown menus will NOT appear automatically in fields.

The dropdown menu will need to be activated manually. This is recommended for large amounts of data (more than 70,000 item numbers). Uniconta automatically unchecks this function if using more than 100,000 records.

<ESC> = Close the active window 

If this box is checked the active windows can be closed by clicking on the ESC button.

 

Formula calculation in number input fields 

If this box is checked the calculations can be performed in fields containing amounts.

Users can determine how many decimal places are shown in calculated fields.

For example, if the user wants to show 2 decimal places on a sales order, the formula in the order lines should include:

Math.Round(number, 2)

 

Auto-saveIf this box is checked all screens are automatically saved.
Delete ConfirmationIf this box is checked then the user will get a confirmation box asking if they are sure they would like to delete a line from a list.

 

 

 

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Categories: Unipedia

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