Version-93 Attachment request in Uniconta allows you to request an employee for an attachment to an entry.
You can use the function in both accounting journals and bank reconciliation.
When you request a voucher, an email will be sent to the selected employee. The employee will then receive an email with a link to Unicontas Web-based Upload app.
Uniconta's Web-based Upload can be found: upload.uniconta.com
In the email you have two options, either click the 'Click here to submit attachment' button or copy the scanmail address below the button and send an email with the attachment attached.
If you choose to press the button, it will open Unicontas Web-based Upload app.
In the image of Uniconta's Web-based Upload app, the Scan email is already filled in and you just need to attach the attachment, either by dragging the attachment into the Upload app or by selecting the file using the 'Select file' button.
If you have opened the Upload app on a phone or tablet, it is also possible to use the camera to take a picture of the document.
You can then fill in the required fields and click transfer to complete the transfer.
The attachment is now saved in the physical attachment (inbox) and is available to the requester.
Once the attachment is saved in the inbox, you can choose to work with the attachment from the draft or from bank reconciliation. Here you use the "Match physical attachment" button and the record is matched with the selected attachment.
In the box that appears, you select which employee you want to request an attachment from and it is possible to write a comment for the employee.
Click OK and the employee will receive an email as described earlier in the article.
Or you can add an 'Employee (attachment)' field to your overview. Add field using 'Alt+F' or right-click on a heading and press select fields.
Read more about fields here ...
Select the employee in the field and click 'Save'.
With this solution, an email is not sent immediately, but a reminder is created and sent every morning until the document is received and linked to the posting.
If you only want to send one request, choose the first method.
If you want a request to be sent until an attachment is attached, use method two, where you select an employee on the line.
A window opens where you can match attachments from the inbox to a line in the selected draft.
Match attachments against the desired line in the draft and click attach.
The same applies to bank reconciliation.
Here you have the option to match a physical voucher from the bank overview and match vouchers on the bank lines.
In the email you have two options, either click the 'Click here to submit attachment' button or copy the scanmail address below the button and send an email with the attachment attached.
If you choose to press the button, it will open Unicontas Web-based Upload app.
In the image of Uniconta's Web-based Upload app, the Scan email is already filled in and you just need to attach the attachment, either by dragging the attachment into the Upload app or by selecting the file using the 'Select file' button.
If you have opened the Upload app on a phone or tablet, it is also possible to use the camera to take a picture of the document.
You can then fill in the required fields and click transfer to complete the transfer.
The attachment is now saved in the physical attachment (inbox) and is available to the requester.
Once the attachment is saved in the inbox, you can choose to work with the attachment from the draft or from bank reconciliation. Here you use the "Match physical attachment" button and the record is matched with the selected attachment.
Bookkeeping drafts
In accounting drafts, you can send attachment requests from within the draft lines. Select the desired line that is missing attachments, select 'Physical attachment' from the menu and select 'Send attachment request' or 'Ctrl+1'.
In the box that appears, you select which employee you want to request an attachment from and it is possible to write a comment for the employee.
Click OK and the employee will receive an email as described earlier in the article.
Bank reconciliation.
In bank reconciliation, you have two methods to request a voucher. You can highlight the desired lines that are missing attachments and select 'Physical attachment' from the menu and 'Send attachment request' or 'Ctrl+H'.
Or you can add an 'Employee (attachment)' field to your overview. Add field using 'Alt+F' or right-click on a heading and press select fields.
Read more about fields here ...
Select the employee in the field and click 'Save'.
With this solution, an email is not sent immediately, but a reminder is created and sent every morning until the document is received and linked to the posting.
If you only want to send one request, choose the first method.
If you want a request to be sent until an attachment is attached, use method two, where you select an employee on the line.
Match physical voucher with posting.
Once you have sent the attachment request and the employee has returned the attachment, it lands in Physical attachments (inbox). To match the entry with the voucher, select the draft you want to attach the voucher to and use the 'Match physical voucher' button
A window opens where you can match attachments from the inbox to a line in the selected draft.
Match attachments against the desired line in the draft and click attach.
The same applies to bank reconciliation.
Here you have the option to match a physical voucher from the bank overview and match vouchers on the bank lines.