Here, under general tips and tricks, you will find various little hints that can make your everyday life easier in Uniconta.
You enter the customization side.
Clicking [Add record] creates a line where the [Property] field allows you to select which checkboxes or fields you want to work with.
If you choose to check [Value], the checkbox will be filled in, but you can uncheck it if [Forced] is not checked.
By clicking [Forced], the checkbox or field will be filled in or blank, with no possibility of change - depending on what is set up under [Value].
You can use the customization option for default values for all standard FMISs.
You do this under [Company/Maintenance/Default values]
The setup applies to all users in the accounts.
You can use the "New window" icon to open the same accounts in a new window.
The "Create new account" icon can be used to start creating an entirely new account.
The last icon in the top bar can be used to download physical attachments directly into "Physical attachments (Inbox)".
So files or emails enter the "Physical attachments (inbox)" by drag & drop into this icon.
This saves the physical attachment in "Physical attachments (inbox)" without opening the window for this.
When switching accounts, you can choose to start in a new window.
You can also use the "Administration" module under "All companies" to access another account in a new window.
Via "Tools/menu/main menu". Can you set a checkmark to open in a new window
Click the "Edit all" button.
Now you can edit all fields and save changes.
When copying the line, be aware that if you filter on the key value, e.g. item no. debitor no. etc. and copy a line, the line will not appear in the filtered, as the key value will be empty. Clear the filter and see the new line. Filter on a value other than item no.
You can also right-click on the header of the column you want to edit and here you will have the option to 'Assign new field value' in all lines.
This 'Assign new field value' functionality is also available in some screens and columns without using 'Edit all'. Read more about it here or read about scripts to change field values here.
Can I get the startup page back?
Yes, you can do that. When you open Uniconta, you get the startup page with News and Uniconta Updates. This page disappears when you start working with Uniconta: But it is possible to call up the page again without closing Uniconta. Tap the gray "i" icon in the top right corner of the top bar in Uniconta and the startup page will be displayed again.
Should I choose a currency?
The company currency selected under Company/Company details, is the default throughout the accounts. This means that you do NOT have to select a currency when entering the amount, unless you don't want to use the company's default currency (e.g. for a reminder fee).Do I need to fill in information more than once?
No, you don't have to if information is already set up by default on a master file. You only need to enter information if you want to deviate from the default setup. For example, if a debtor is set up with a 'Delivery address' in the debtor file, you do not need to add a delivery address when selling to this debtor from 'Sales order'. Read about which delivery addresses are printed on invoices here .Date fields: leap year
Devexpress evaluates one input for each digit. This means that in all date fields in Uniconta, you must enter the year at a leap year. For example, if you enter 31-02-2020, the date will only be corrected to 29-02-2020.Can I get totals and numbers on my inventory view?
Yes, you can do that. Open Lager / Items and on the overview you can click on the fields (column headers) and select "Show totals" A wide blue line will now appear at the bottom of the page. In this blue line, right-click under the column you want to view the total for. A small menu appears where you can select "Total, Min, Max, Number and Average". "Total" can only be selected by a numeric field. If you select "Quantity" - you get a quantity of items in stock, and if you select "Total" - e.g. for the cost value - you get the sum of the cost value in stock. Show totals can be used on all pages where data is listed.Default values for filter and dialog elements
You can customize the filter and checkbox in the invoicing dialog box. Whether you want the field filled in by default, not filled in or forced. To do this, click the arrow button in the header of the dialog box.
You enter the customization side.
Clicking [Add record] creates a line where the [Property] field allows you to select which checkboxes or fields you want to work with.
If you choose to check [Value], the checkbox will be filled in, but you can uncheck it if [Forced] is not checked.
By clicking [Forced], the checkbox or field will be filled in or blank, with no possibility of change - depending on what is set up under [Value].
You can use the customization option for default values for all standard FMISs.
You do this under [Company/Maintenance/Default values]
The setup applies to all users in the accounts.
Launch a menu item in a new window
You have the option to launch any menu item in a new window by right-clicking on the menu item and clicking "New window"
You can use the "New window" icon to open the same accounts in a new window.
The "Create new account" icon can be used to start creating an entirely new account.
The last icon in the top bar can be used to download physical attachments directly into "Physical attachments (Inbox)".
So files or emails enter the "Physical attachments (inbox)" by drag & drop into this icon.
This saves the physical attachment in "Physical attachments (inbox)" without opening the window for this.
When switching accounts, you can choose to start in a new window.
You can also use the "Administration" module under "All companies" to access another account in a new window.
Via "Tools/menu/main menu". Can you set a checkmark to open in a new window
Edit all
Several screens in Uniconta allow you to "Edit all" fields. This functionality allows the user to edit all lines in the list instead of opening each item/order/debtor etc. individually and editing one at a time. Click on the "Edit all" tab.
Click the "Edit all" button.
Now you can edit all fields and save changes.
When copying the line, be aware that if you filter on the key value, e.g. item no. debitor no. etc. and copy a line, the line will not appear in the filtered, as the key value will be empty. Clear the filter and see the new line. Filter on a value other than item no.
You can also right-click on the header of the column you want to edit and here you will have the option to 'Assign new field value' in all lines.
This 'Assign new field value' functionality is also available in some screens and columns without using 'Edit all'. Read more about it here or read about scripts to change field values here.
Next and previous on directories
When you are in a list and press "right", you are taken to the "directory view". There are buttons to go to previous/next. That way you don't have to leave the image, change lines in the list and then press "right" again.