Version 93: Uniconta Scan makes it possible to read all relevant data from vouchers automatically, eliminating the need for manual typing.

Turn on Uniconta Scan

First, Uniconta-Scan must be turned on under Company/Maintenance/Disable features

Automatic

Go to Company/Maintenance/Preferences to choose whether you want 'Automatic creation of creditors' and 'Automatic scanning' to be enabled, this is enabled by default. If you have enabled Automatically create creditors, the system will search for the CVR number of a creditor based on the voucher. If it doesn't find one, it will create a new creditor. Read more here If you have enabled automatic scanning under Preferences , the system will be scanned every time an attachment comes in. It doesn't matter if you add on + or drag the file into Finance/Physical Receipt (Inbox), use the upload app or send to the scan email (located under Company information). In addition to this, a creditor will also be created with the creditor information the scanner can extract from the voucher. If you go to Physical receipts (Inbox) under Finances, it works in such a way that when 'Auto scan' is enabled, when you press save in the inbox, the incoming receipt(s) will be scanned. To retrieve the scanned attachment data into the inbox, you need to press refresh. This takes up to 10 seconds per attachment.  

Automation package

If the automation package is selected and you want to deselect Uniconta Scan in individual accounts.

• Go to Company/Maintenance/Turn features on/off
• In the 'Document scanner' field, select 'Uniconta Scan'
• Tap on 'Save'
• Go to Company/Maintenance/Preferences
• Uncheck the 'Automatically scanned' box
• Tap on 'Save'

The automation package can only be selected by Univisor users.  

Manually

If, on the other hand, you want to handle sending documents for scanning manually, you need to uncheck "Automatically scanned" under Preferences. The same applies to the automatic creation of creditors. The way it works is that in Physical attachments (inbox ) there will be a button called Uniconta-Scan, with this button you can manually send one or more attachments to the scanner, and when you want the attachment returned, you must press the update button. If 'Automatically create creditors' is turned off, we will ONLY add a creditor to the attachment if it is already created in Uniconta. NOTE* Manual will also mean that attachments via upload app and email will NOT be scanned.

Filter types

Uniconta Scan reads both PDF and JPG/JPEG files.

Discharged from Uniconta Scan

Vendor CVR/VAT number Company name Country Currency IBAN SWIFT Reg. no. Account number Address e-mail Phone number We use the lifted CVR number as a lookup in the creditor file. If a creditor exists in the creditor file, we do not add/change anything about this creditor. If a creditor is not found, a new one is automatically created if this parameter is enabled under Preferences. The new creditor is created with the following data, CVR/VAT number as Account number, Reg/Account as Payment ID (IBAN as second priority), SWIFT and the remaining information above. We always make a search in the CVR register and use this information. If we find no result, we use the address etc. information for the voucher. Attachment Invoice/Document Number Reference Purchase order number Content Amount of money Payment date Posting and document date Currency FIK type FIK IBAN SWIFT Reg. nr. Account number KID (Norway) If the scanner can find the above information, we will add it to the attachment. Payment information is retrieved from the creditor file if there is an existing creditor, otherwise it is extracted from the Uniconta scanner. If multiple payment information is extracted, FIK is prioritized first, then reg/account and otherwise IBAN. Uniconta scan can also read KID no. from Norway (Norsk FIK). However, this will never be applied to a vendor if 'Automatically create vendor' is enabled. For it to be applied to the voucher, this function must be turned off under Preferences. The text field is not overwritten but is retained - if you want the creditor name to be displayed on the line, the field can be inserted with ALT+F - add field.