Cloud... Fast... Easy
Traditional cloud solutions are served through web browsers that offer limited operator capabilities. In addition, the traffic needs to be fast through powerful internet connections, because it must always complete screen content to be transmitted.
Uniconta installs a local client app that temporarily holds data. As a result, extremely small data packets are transferred and transactions are transmitted at the speed of light - regardless of the internet connection.
Easy to use ~ Designed for you
Documentation can be stored in Uniconta. The document can be sent directly to a unique Uniconta email address. The document will appear in Uniconta's inbox.
If approval is needed, the approval is send from Uniconta via an e-mail with a link. The e-mail will have a link to the document that is opened in the browser. From here the approver can select an option to either approve, reject or to put the document on hold.
Once approved, the accountant can process the document by selecting the transfer to journal option. The document will be attached to the posted entries.
Uniconta offers a multi-company, multi-language, multi-currency accounting system. Uniconta updates exchange rates automatically allowing transactions in Uniconta to be made in the local or foreign currency at current rates of exchange. Build reports to manipulate the data and add un-posted journal entries to see the result of these entries when reviewing the reports. Another powerful function is the ability to create a report from data of all companies or create a pivot table within Uniconta.
Uniconta has full sales workflow from quotations to sales orders and invoices via Uniconta’s built-in mailing system. Invoices are send the minute it is posted. Uniconta has built-in subscription management, meaning recurring invoices are always sent on time. Create multiple invoice layouts and select the layout per customer. Setup a variety of pricing for these customers.
Uniconta stores all master vendor information to provide a clear overview of all of vendor data. Import electronic UBL files from vendors. Manage your Purchase Orders by only selecting the quantity for items or items with variants.
Manage financial and physical stock with the inventory module. Inventory levels for purchasing and sales management can be setup as minimum, maximum, purchase quantity and sales quantity for automatic creation of Purchase Orders. The logistics module is used for Bills of Materials (BOMs), Batch and Serial numbering and Unit conversion. Items such as clothing can be setup as one item with variances and these items can have their own barcode and pricing.
The Project module is fully integrated with the General Ledger, Customer, Vendor and Inventory modules. Uniconta’s Project module allows users to get an overview of costs, revenue and hourly consumption on each individual project. These costs can be compared to the project budged and this results in a project management overview showing which projects are profitable and which projects are under performing. Book time for the projects on the timesheets via your cell phone and mileage will be calculated automatically between the company and customer locations.
Production Orders can either be created from the production order module or directly from the sales order.
Production lines shows the materials to be used in production. Their is a variety of setup such as costing etc.
Once the Production order has been finalised, the details are retained for future use and can be copied to create new orders.
The CRM module allows our users to create lists that categorize prospective customers, current customers and other contacts by their interests and products.
This makes it easy to target your contacts and to market campaigns according to the company’s needs and requests. E-mail lists can be filtered by products and interests.
Uniconta Dashboard is a powerful tool and comes with Uniconta. Creating powerful dashboards is an essential business tool. Uniconta Dashboard allows users to project any data within Uniconta so dashboards easily customised.
Changing financial systems is not always easy. Whilst we offer the use of Uniconta for 30 days free, to give you the opportunity to go through the product, rather book a demo with us and we will demonstrate how Uniconta can address the issues you are currently experiencing.