Company information, also called the company directory, can be found under Company/Company information.
Company information is where the company's own information is maintained.
Auditor
Address
Bank accounts
GOT code
Settings and preferences
Company information
Description of buttons
Below are the buttons on the ribbon described| Button | Button description |
| Save company | Saving the setups |
| Cancel | Cancel the corrections |
| Company images | Here you can add a logo to display on the Toolbar and on invoices (Company logo)
Click 'Add' and choose between 'Company logo' or 'Top logo/Toolbar'
If you don't want the image to be compressed, uncheck the 'Compress' box before browsing for the logo you want to use.
Click on 'Save'
The document type'Company logo' is used on documents such as invoices, bank statements etc.
The document type'Top Logo/Toolbar' is used in the top right of the Uniconta client. This logo should be elongated to display nicely.
Document typeThe 'Icon' pen has a special function in relation to the Uniconta Assistant app. If you want a logo other than the company logo to be displayed in the app, you can insert an image under the icon. For example, an accountant can put his own logo on his customer so that the customer can see that this app is made available by the accountant. This is especially useful for invoicing users. |
| Attachments | Here you can attach files to the company information. Notes can only be added, edited and viewed by resellers. |
| Enable/Disable | Here a company can be activated or deactivated. If a company is deactivated, it is considered a company that is no longer used. Everything can be seen on a deactivated company. Note! Only the owner of the account can deactivate/activate the account. Saving something in the accounts. Be it a posting, a change of chart of accounts, saving a layout or something else, the accounts are automatically reactivated. Please refer to the price lists for Univisors and Standard subscriptions. |
| Delete all postings | Can only be done by Uniconta and resellers and requires a password that can only be provided by the supplier. The owner of the accounts must send an email to support@uniconta.com before Uniconta or the reseller can delete all entries. All records are deleted including sales orders, purchase orders, physical receipts, project records and cash drafts. Master data is not deleted. |
| Delete company | Deletes selected company. Only the owner of the accounts can delete it. You must confirm that you want to delete by typing 'Delete' and the company is deleted. NOTE: Accounts cannot be retrieved again! |
| Backup | Here you can make a complete backup/copy of the company's data internally in Uniconta.
NOTE: Never use the backup as a preliminary production accounting.
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| Allowed IP addresses | If a company only wants to allow users to access accounts from specific IP addresses, these can be added here.
You can add as many as you want.
The example below shows that Home is turned off. This means that in this example you can't get on from the "Home" IP address, but only from "Office".
Note: A user can access the accounts, but cannot view data if they are not on an authenticated IP address.
ATTENTION! This feature should only be used when you know that you have a fixed IP address.
As soon as there is an IP address listed here, ONLY this IP address (and other addresses listed here) can be logged in from. |
Description of fields
Please note! Not all fields below are visible to all users. Selected fields are only visible to resellers and univisors.| Field name | Field Description |
| CVR no. | The company's CVR no. |
| Company name | Company name |
| Company phone number | Company phone number |
| DUNS Number | Global standard identification number for companies |
| GLN | GLN/EAN number for the company, if available. |
| EORI | The EORI number is an EU number that you get once you have been registered as an exporter. |
| Country code | The country code of the company. |
| Currency | Currency code for the company. |
| Group currency | Group currency is for consolidation in the same currency across multiple accounts. The feature only works in conjunction with the Dashboard. Read more here. |
| VAT Period | In this field you can specify how often you settle VAT. Version-91 The selection in this field is used when you create new VAT settlements under Finance/Reports/VAT reporting/VAT settlements, so that the next VAT settlement period is proposed automatically. Read more about the VAT settlement function here. |
| Email to Physical attachment | Unique email for attachments that can be attached to postings. When using this email, attachments are sent to Finance/Physical attachments (inbox). This email cannot be changed. |
| Email forwarded to inbox | If you receive the physical vouchers at a specific company email address and automatically forward them to the email address above in the Email to physical vouchers field, some forwarding programs still show the original to address as the recipient and not the email address being forwarded to. If this is the case, Uniconta cannot see which accounts should receive the physical voucher, unless you have entered the email address from which the forwarding is done in this field. |
| Company ID | Each account in Uniconta has a unique company ID. In this field you can see the company ID for the current account. |
| Backup/Copy of | Here you can see which account the current account is a copy of if it was created as a backup of another account. |
| Owner | Here you can see the ID number of the user registered as the owner of the accounts. Read how to change the owner here. |
| Owner Name | Here you can see the name of the owner of the accounts. Read how to change the owner here. |
| Retailer | Here you can see the name of the reseller associated with the account. |
| Created | Here you can see when the accounts were created |
| Postings | |
| Type |
| Field name | Field Description |
| Auditor | Click the arrow to the right of the field and select your accountant here. All employees of the accountant will then have access to the accounts. Read more here. If you only want to give selected employees at the accounting firm access to your accounts, leave this field blank and create the auditor access as described here instead. Note! The auditor can only be selected by the user who is the owner of the accounts. See the Owner field. An auditor user can remove themselves as an auditor on an account at any time. Read here how to do it |
| Auditor2 | Click the arrow to the right of the field and select your accountant here. All employees at revisor2 will then have access to the accounts. Read more here. If you only want to give selected employees at the accounting firm access to your accounts, leave this field blank and create the auditor access as described here instead. Note! Auditor2 can only be selected by the user who is the owner of the accounts. See the Owner field. Note! Auditor and Auditor2 will have the same rights. An auditor user can remove themselves as an auditor on an account at any time. Read here how to do it |
| Dealer access | If the checkbox is unchecked, no external users can see your company data. Neither your dealer nor the employees at Uniconta. Note! The auditor can only be selected by the user who is the owner of the accounts. See the Owner field. |
| ClientID | Used to specify a unique accounting number in the search list. This can, for example, be used as a customer number for accountants/bookkeepers or as a naming convention if a customer has several companies with almost the same name.
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| Field name | Field Description |
| Address | The company address. Postcode and city must both be filled in the same field - either Address 2 or Address 3. |
| Field name | Field Description |
| Bank account | The company's bank account can be entered here. Different bank accounts can also be specified on the individual layout groups. Read more here. Read more about bank reconciliation here. Read more about the vendor payment function here. |
| Bank name | Name of the company's bank. |
| SWIFT | SWIFT |
| IBAN | IBAN number |
| Mobile Pay | If you enter your MobilePay number here, a link to pay via MobilePay will appear on bank statements, interest and reminders. |
| Field name | Field Description |
| FIK Code | Read more about setting up FIK codes here. |
| Field name | Field Description |
| Log directory changes | If checked, the date of the last change is logged on master data records. The information is used for development and integration to Uniconta. Changes can be read in a change table. A reseller can help generate a report. Read more about this feature here. Note! When the Log changes in fields under Company/Maintenance/Turn features on/off is checked, this field is also automatically checked. |
| Allowed Negative Debit/Credit | If this is set, you can register with a sign in Debit/Credit. For example, minus in Debit. Used a lot in Germany |
| Use "Number" in the Financial records | If this is set, a number can be entered in the draft that is saved together with the financial entries. Read more here... |
| Automatic Equalization | Here you can choose whether Uniconta should try to automatically offset items in Debtor/Creditor. You can choose between the 3 options below. Match = Equalization by match. I.e. an exact match on amount and/or invoice number. Never = Equalization is only done on match on invoice number or by manual equalization. Always = Always trying to offset. And 1 deposit can offset e.g. 10 invoices. Note, however, that credit notes are only automatically offset if they are made as a copy of an invoice, in which case they are offset with the invoice being copied. Remember to add a number in the Invoice field in the accounting journal if possible. This will help Uniconta to offset the entries correctly in automatic equalization. |
| Recalculation of cost prices per warehouse/location | If this is set, cost prices in the warehouse are calculated based on the same storage location/location. This means that you can store an item in a warehouse location, and when it is sold from the same location, it will also have the same cost price. Read here about when to use the recalculation of Inventory Location and Location. |
| Block send email | If this is set, emails can NOT be sent from the accounts. Used primarily for testing. Note: OIOUBL invoices are also blocked from being sent from Sales Order / Quick Invoice. However, an OIOUBL can subsequently be sent from Debtor/Reports/Invoices. If the 'Block send email' box is checked and a user tries to send a sales invoice, for example, an error message with'Operator blocked' will be displayed. |
| Unrealized VAT | If you check this box, you can use unrealized VAT in your accounts. For example, in Germany, VAT can be withheld until payment if an invoicing company meets certain legal requirements. |
| Allow input VAT on sales invoices | Version-93 If checked, it is allowed to select input VAT codes on a sales invoice so that settlement vouchers can be posted. |
| Use VAT operations | In Denmark, we operate with the VAT operations sitting on the VAT code, so Danish companies do not need to check this field. If you have checked this field, you can override this by entering the operation in the draft so that it appears on the entries. This is not used in Denmark, only in other countries such as Spain, where there would otherwise be more than 300 VAT codes. On a financial record there is a VAT code and a VAT operation. If the operation is empty, the operation is taken from the VAT code file. |
| Retained earnings per dimension | Uniconta does not create dimensions on "transferred year result" by default, but if this field is checked, transferred results are created per dimension. The setting is only for a few system accounts where we created first records per dimension before version 92. This is due to a huge number of dimensions in some companies, which will slow down the company's operations. Some of these system accounts are VAT, bank, penny differences and exchange rate differences. |
| Send e-invoices via Nemhandel | If this is set, e-invoices/OIOUBL invoices can be sent via Nemhandel. The field is only visible for Denmark, Greenland and the Faroe Islands. Read more about OIOUBL here. Note: OIOUBL is not sent for invoicing. invoicing if "Block send email" is checked. The field has been removed in version 93. If you want to send via another carrier, you must deactivate e-invoice via NemHandel under preferences. |
| Allow external links to attachments | If you check this box, you will receive a code for each attached document that can be used to link to the document in a browser. Read more about attachments here... |
| Send approval reminder | In the field, you can open a small selection box where you can select the days of the week on which reminder emails should be sent to approvers. The reminders are sent at approximately 7 am. Read more about setting up attachment approval here. |
| Send email for attachment approval | Check this box if you want to send separate approval emails for the attachments to be approved. If the box is unchecked, "follow-up emails" will only be sent on the days selected in the Send approval reminder field. Note! Emails are only sent if an email address is specified for the individual employee in the employee directory and if the employee has indicated that they want to receive emails when approving attachments. Read more about setting up attachment authentication here. |
| Field name | Field Description |
| Director | Enter the director's name |
| Chairman of the board | Enter the name of the chairman of the board |
| SE number | |
| Commercial register | |
| Identification number in the bank | |
| WWW | Company website. Uniconta also uses this field to identify mails to the physical inbox. |
| Startup page | |
| Fax number | |
| Industry code | Select the industry code if applicable. Uniconta will update this code if it is not set. |