Turn features on/off

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Go to Company/Maintenance/Turn features on/off Here you choose which modules to use in your company. In the Economy column, all features are enabled, as all features - including Lager - are included in the basic package price. All other columns - except the last 2 Add-on features - can mean changes in price if enabled or disabled. Note that the order and purchase modules are sold together. Click here to see the price list... Every Sunday, an automatic run on the server checks if you are using the items Units, Charges, Batch/serial numbers, Storage location, Location, Customer/supplier item number and Tasks (project). For example, if you have enabled Charges in the Logistics module but have not created any charges, the system will automatically remove your checkmark in the Charges field under Logistics. That way you won't see menu items, buttons and fields related to this feature if you don't use it.

Description of fields

Description of opt-ins and opt-outs in Economy
Finance Includes chart of accounts, accounting journals, budget. Balance and VAT reporting. Setting up dimensions, voucher number series, distribution and accrual and currency regulation. Fiscal year and payment terms. Balance sheet templates and closing sheets.
Bank statements Bank reconciliation of bank statements
Physical vouchers Possibility to use physical vouchers on the postings
Contacts Option for additional contact persons on both debtor and creditor
Attachments Ability to attach files and notes to various folders
Debtor A directory for debtors/customers
Creditor A directory for creditors/suppliers
Lager An index for goods.
Rent and reminder If this field is checked, all menu items etc. related to the rent and dunning functions are displayed.
Bookkeeping only Check this box if you only want to use the features available with the 'Start - digital accounting' license. With this license you have access to Finance, debtor, creditor, digital receipts and 1,000 financial records per year. The license is limited to 1 user. If you have more than 1,000 financial records, you are automatically upgraded to a Standard license. Read more about this license on our price list .
  Description of opt-ins and opt-outs in the Logistics Module
Parts lists Creating BOMs and production BOMs BOMs can be compared to assembly lists. Can be used for handling taxes, among other things. Production BOMs are finalized via stock draft or production order. Production order can be purchased - provides an overview of ongoing production BOMs
Customer price lists Customer price lists and customer discount combinations Discount based on quantity and promotional periods. Discount groups can be created on customers and customer groups.
Supplier price lists Creation of supplier price lists. Prices are used in purchase order and suggested as purchase price
Customer/supplier item number Customer item numbers or Supplier item numbers can be created under Item name groups. For example, when a customer wants their item number to appear on the invoice.
Inventory management Inventory management must be enabled if you want inventory management i.e. available, delivered, reserved and ordered
All products Inventory management can be determined on the items individually or for all items . Check if you want stock control on all items. There is no inventory management on services.
Warehouse location Inventory management in different storage locations such as cities, halls, cars
Placement Placement is another level for storage, e.g. shelving, shelves
Product variants Inventory management on variants. A maximum of 5 variants can be created e.g. material, size and color etc. EAN numbers can be created for variants and tiered pricing
Unit conversion Unit conversion is used to convert units in the warehouse. Unit conversion makes it possible to buy in barrels and sell in liters, or buy on pallets and sell in packages.
Taxes Taxes on an item. Can be calculated as 'amount per piece', 'fixed amount', '% of line net amount' or '% of line cost amount'.
Batch/serial numbers Batch number management for e.g. food, including expiration date and comment field Serial number management on devices - warranty management - expiration date and comment field
Purchase accounts Purchase accounts are used to specify the supplier, EAN number and purchase quantity for each item. To get the full benefit of sales orders and purchase orders, you need to purchase the Logistics module and check the Inventory management checkbox.
Product catalog This feature is not implemented and cannot be used.
  Description of opt-in and opt-out in Orders Uniconta has the standard option to make a sale via a "Quick Invoice" if you want an extended order system, select below
Orders Orders must be activated if you want to use the sales order module, which makes it possible to save and copy orders.
Delivery address Delivery address must be activated if you want to use the option of an alternative delivery address for your customers.
Shipments If you activate this, you can use both shipping and delivery terms under debtor
Delivery note If you activate the delivery note, you can print, send and save delivery notes under the customer
  Description of opt-in and opt-out in Indkøb Uniconta has the standard option to make a purchase via a "Purchase invoice" if you want an extended purchasing system, select below
Indkøb Indkøb must be activated if you want to use the purchasing module that allows you to save and copy purchase orders
Purchasing allowance If you are using a purchasing allowance, select it here
Delivery note If you activate the delivery note, you will be able to post delivery note receipts and save them under the vendor.
  Description of opt-ins and opt-outs in Project
The project In Uniconta's project module, costs, revenue and time spent can be managed on an individual project. Every time you create a new project, you can enter customer data via a number of different templates. This gives you consistent data on your customers and a single point of entry for customer data in the project module. This makes it easy to keep track of your entire customer portfolio.
Materials Check here if you want to use Materials in Project and Hour
Time Check here if you want to use time registration functionality such as Standard time, Vacation, Flex and Overtime.
Tasks Check here if you want to distribute postings to tasks.
Project budget Select Project budget if you need to create a budget for your projects
Salary type Check here if you want to register on Salary types. Use "Time" to select this.
My projects Check here if an employee should only be able to see their own projects and the projects for which they are responsible. The function is implemented in Time registration and Project drafts. The function is implemented in Time registration and Project drafts in Uniconta Assistant App.
Calendar planning Turns on the calendar scheduling feature. Read more about it here.
  Description of opt-in and opt-out in Program Modules
CRM The CRM module is designed for campaign management, follow-up and sending newsletters
Production Production allows you to manage ongoing production parts lists. Production orders are created and basically work like a sales order. Production orders can be created via the sales order. Actual item consumption on the BOM can be entered and additional items/services can be created continuously before final completion
Fixed asset Managing your company's fixed assets
  Description of opt-ins and opt-outs in Add-on features (paid for)
Auto Banking Auto Banking covers the following charging solutions:
Log changes in fields Turn this on to log changes in accounts on master data tables. Read more about this here Note! When this field is checked, the Log directory changes under Company/Company details automatically so that both fields are selected.
Paperflow (formerly Bilagscan) The function is turned on or off here. Used to read data from Digitized Attachments.
Integration package (auditors only) Only has a function for Accountants. Here this feature has a price correlation with Autobanking. Both can be enabled for the same price. The integration package is automatically activated if data is called via e.g. OData or functions are used via Uniconta API.
DATEV Used to report financial figures in Germany to Datev.
  Description of opt-in and opt-out in Add-on features
Attachments If you want to be able to attach files, enable the feature here
Profiler The feature is turned on or off here for this way of managing user rights. Read more about it here.