Unipedia
Data access
Purchase
WebPortal
- Introduction to the web portal
- Physical attachments on the web portal
- Chart of accounts in the web portal
- Balance in the web portal
- Creditor on the web portal
- Debtor on the web portal
Introduction
Dashboard
- Dashboard. Design
- Dashboard. Get started
- Dashboard. Downloads
- Dashboard. Various formulas
- Dashboard. Design "Joins and Unions"
- Dashboard. Design "More Companies"
Get started
Tools
- How to change Uniconta default plugin path
- Uniconta Report Generator
- Creating custom fields
- Report generator - Tips & tricks
- Edit main menu
- Create Report that can be previewed Externally
In general
- Local backup
- Copy and paste in Uniconta
- Hotkeys in Uniconta
- Conversion from C5 to Uniconta
- Get started with Uniconta
- Print reports and screenshots
Conversion to Uniconta
Company name
- Actual exchange rates
- Company Access Requests
- Setting up FIK code on company information
- Change URL (Webhook)
- Commission
- Company information
Debtor
- Age-distributed balance list in Accounts Receivable and Accounts Payable
- Quick invoice
- Debtor and Creditor Email setup
- Debtor
- Sales orders
- Bank statements
Inventory
- Product groups
- Product name groups
- Storage location
- Product name group
- Variants
- Inventory recalculation
Economy
- New accounting year, year-end and Dan primo
- Physical vouchers (Inbox)
- Cancel vouchers, delete posting journal, delete record
- Types of accounts in the chart of accounts
- System accounts
- Setting up posting journals
CRM
See all 13 articlesVendor
- Vendor Purchase invoice
- Vendor
- File formats for payment methods
- Payment via the vendor module
- Setting up creditor payment
- Payment via accounting draft
Project
See all 53 articlesAdministrator
- All users (Dealer)
- All companies (Dealer)
- Create user (Reseller)
- Create user (Univisor)
- All users (Univisor)
- All companies (Univisor)
Others
- Pieceworkers and production pieceworkers
- Loading bank statements
- Create accounts without chart of accounts/Use your own chart of accounts
- Installation on RDS - Remote Desktop Server
- Forgot password
- Interest and Repayments