If you need to link multiple attachments from the physical inbox to multiple lines in your accounting draft, the easiest way to do this is with the function
Match physical attachment with draft lines.
This function can be found under
Finance/Accounting by selecting the
Match physical attachment button or inside the draft via the menu
Physical attachment/Match physical attachment.
With this feature, you can easily match your journal lines with the physical vouchers from the Inbox. This can either be done manually or via the
Auto match button. If
Auto match is used, Uniconta attempts to match a physical document with a draft line by comparing
Posting date and amount
or
Payment date and amount
or
Document date and amount
If there is an exact match, the attachment is linked together with the draft line.
Via the
Show Physical voucher button, the voucher can be displayed while navigating around the screen. For example, it can be dragged onto screen no. 2 and then the display will synchronize depending on which attachment you place the cursor on. The purpose of the screenshot is to easily link the physical voucher to the current journal line. If a line is selected in the top block and a line is similarly selected in the bottom block, the 2 can thus be linked to the
Attach button (CTRL+B)
The window looks like this and is divided into 2 blocks. The top or left block is the Physical attachments located in the Inbox and the bottom/right block shows the draft lines. The
Toggle view button controls whether the view is vertical or horizontal.
| Button |
Button description |
| Attach |
Connects 2 selected lines together - can also be called with CTRL+B |
| Unlink |
Disconnects the link between Physical attachment and the draft bar - CTRL+E |
| Auto match |
This feature matches the voucher to the journal line. Matches are based on the criterion that date and amount are equal. CTRL+T |
| Show physical attachment |
Shows the attachment from the top block - hotkey = F7 |
| Show attachment |
Show attachments attached in the draft line |
| Send attachment request |
Version-93 Sends request to employee about missing attachments for posting in the draft lines |
| Not linked/All |
This feature toggles between showing linked and unlinked attachments/draft lines. |
| Assign text |
When checking the box and attaching an attachment, the text is transferred from the physical attachment to the entry in the draft line. |
| Switch view |
Switches between vertical or horizontal view and runs synchronously with bank reconciliation. |