If this is your first time logging in to Uniconta, welcome.
Before you can use Uniconta, a user must be created and the Uniconta program must be installed on your PC.
[Link to Getting started with Uniconta]
Log in to Uniconta
Once you have installed Uniconta on your PC and start the program, you will get the login page where you need to enter your chosen
Username and
Password.
It is possible to let Uniconta remember your
Username and
Password so you don't have to remember it every time you log in. If you want this, check the
Remember me box.
Click on
Log in
Welcome screen
The first time you log in to Uniconta, you have four options:
- Create new accounts
- Load company
- Request company access
- Take a look at a demo account
| Options to choose from |
Description of options |
| Create a new account |
If you want to create a new account, select this option.
If you choose to create a new account, you become the owner of that account. Each owner has access to all company data and setup. The owner also has the power to grant access to other users and assign rights to what they can see based on what tasks they need to perform. |
| Load company |
If you already have accounts, but in a different financial system, you can read more about the options for converting accounts to Uniconta here... |
| Request company access |
If you want access to an already created account/company, you can request access here.
Read more about Request company access here... |
| Take a look at a demo account |
You also have the option to view a demo account. Here you can only look and not change anything, but it can give an overview of how an account could be set up. |
Create a new account
When you select Create a new account, you need to fill in information about the account.
As a minimum, you must fill in
the Company name and select a chart of accounts. If you want to use your own chart of accounts, you should contact a reseller or read the article
Create accounts without a chart of accounts/Use your own chart of accounts
All fields are described further down in the article.
All fields can be edited later. The most important thing is to check the
Copy setup box before creating the accounts.
| Field name |
Field Description |
| Company name |
The name of the company.
Must be filled in and can be changed later if needed. |
| Country |
The country the company is registered in. |
| Currency |
Which currency to use as default in the accounts. Cannot be changed after the first entry in the accounts. |
| Top logo |
The logo will be displayed at the top of Uniconta |
| Company logo |
The logo will appear on all documents sent from the accounts. |
| Address 1-3 |
Fill in the company address. The address will be shown on all documents sent from the accounts. |
| From data and To date |
The financial year for the company. For example, 01-01-2022 to 31-12-2022, which will be the first year in the accounts. |
| Bank account |
Fill in with the company bank account. Can be printed on the documents you send from the accounts. |
| Bank name |
Fill in the bank name. Can be printed on the documents you send from the accounts. |
| SWIFT |
If you use SWIFT, you can fill it out here. Can be printed on the documents you send from the accounts. |
| IBAN |
If you use IBAN, you can fill it in here. Can be printed on the documents you send from the accounts |
| Mobile Pay |
If you use MobilePay, you can fill it out here. Can be printed on the documents you send from the accounts. |
| Copy setup - Chart of accounts selection |
Here you need to select the accounting setup.
ATTENTION! We recommend that you keep all checkmarks that are set in the fields below. |
| Standard |
Read an extended description in 'Chart of accounts selection', below. |
| Chart of accounts (button) |
Displays the selected chart of accounts so you can see if it fits what you want. |
| Chart of accounts |
By 'ticking' a chart of accounts is created in the accounts. |
| VAT |
By 'ticking' all known VAT movements are created in the accounts. |
| Fixed texts |
'Check' creates a list of fixed texts in the accounts. You can change, delete or create more texts later. |
| Draft |
By 'ticking', three accounting drafts are created in the accounts. |
| Series |
By 'ticking', number series are created in the accounts. Number series are used for voucher number, invoice number etc. |
| Payment options |
By 'ticking' a number of payment terms are created in the accounts. You can change, delete or create more payment terms later. |
| Group of products |
By 'ticking', groups are created for all areas in the accounts. These groups are important and help determine which accounts to post to. |
| The project |
'Notch' creates the default setup for project in the accounts. Even if you don't need to use projects, it can be a good idea to leave the tick in case you need projects later in the life of the company. |
Choice of chart of accounts
In Uniconta you can choose from 6 different charts of accounts. Select one at a time and click the Chart of Accounts button to see what the chart of accounts contains. You can always add more accounts to the chart of accounts or remove the ones you don't use, so whether you choose one or the other, you can always change the contents of the chart of accounts at a later date.
If you are in doubt, you can ask your accountant, or you can safely choose
the Danish Standard Chart of Accounts and start with that.
Once a chart of accounts has been selected and all relevant information has been filled in, click
Create new account
Approve license terms
Before you can get started with Uniconta, you must accept the License Terms. Check the 'I accept...' box and click
Approve.
Get off to a good start
On our website, we have collected a number of instructional videos that explain how to get started with Uniconta.
Read more here:
Uniconta Video Library.