From the Debtor window, you can access extended master data, which is a range of information Univisors must have on their customers. If the Univisor's customer's accounts are also in Uniconta, it is possible to create a connection so that data in Extended master data can be seen and used in both the Univisor's own accounts and in the customer's accounts.
The fields can be added under "Layout/Other fields"
Under "ClientInfo" the fields can be selected.
After this, the fields are available and can be searched for in the Debtor overview
The information must be created and changed under the "Customer information" button
Under "ClientInfo" the fields can be selected.
After this, the fields are available and can be searched for in the Debtor overview
The information must be created and changed under the "Customer information" button
Description of buttons
Below is a description of the buttons on the ribbon below Debtor/customer information| Button | Button description |
| Add button | Select this button if you want to create/add extended master data to your debtor directory. |
| Delete | Deletes extended master data. |
| Save | Save extended master data |
| Refresh | Updates the information on the screen |
| Layout | Layout allows you to add more fields to the screen, save, delete, edit or retrieve saved layouts. Read more about the options under Layout here. |
| All fields | Displays here the information on all fields for the debtor in question. |
Description of fields
| Field name | Field Description |
| Description | |
| Account | The debtor's account number with you. Max. 20 characters |
| Account name | Debtor name/company name |
| Company ID | Select the company ID of the customer's company. Can only be done if the company is created in Uniconta
 |
| Company name | Transferred when selecting a company |
| Company type | Select the company type: A/S, ApS etc.
 |
| Tax return date |  |
| VAT period | Specify how often VAT should be reported.
 |
| Financial year | Customer's financial year
 |
| Responsible | Select responsible auditor
 |
| Performing | Select performing auditor
 |
| Partner | Select Partner in the audit firm
 |
| Start date | The date the customer becomes a customer. |
| Departure date | The date the customer is no longer a customer. |
| Founded | The date the company was founded |
| Company capital | Company capital |
| Industry code | Company name code |
| Signatory | Signs on the financial statements. Can be used in connection with cover pages for balance sheets created in the report generator. Read more here. |
| Signatory 2 | Second signatory on the financial statements. Can be used in connection with cover pages for balance sheets created in the report generator |
Show master card
Under Reports on Debtor, the menu item "Customer information" can be selected. Shown here is a Dashboard that can fulfill the FSR requirements for a customer master card. It is required that workspaces are used and that the remarks field in the order header states whether the invoice is for "Annual accounts" or "Other".