Online User Guide (1.0_1224)
Getting Started
Account Book Creation
Overview
Signup for Uniq365
We have 2 ways to Sign up for Uniq365. One is via the Manual Registration using PARTNERS SUBSCRIP...
Additional Accountbook Creation
How To Clone an Existing Accountbook This manual will going to teach you how to Clone an Accou...
Customer Portal - Renew Subscription
Renew Subscription is where the UNIQ365 Customers can process their Monthly, Yearly Renewal. They...
Customer Portal - Update Subscription
Update Subscription is where the UNIQ365 Customers can process any amendments of their current/ex...
Access Uniq365
Member & Subscription
Overview
Subscription Plans & Prices
Account Book Subscriptions User Subscription Text here Special Applications
Admin Control Panel
Subscription Renewal Upgrade & Plan Add-on Payment History User Managem...
Partners Subscription Portal
Uniq365 Partner's Subscription Portal is a dedicated online platform designed for partners to man...
Partners Subscription URL
Partner subscription URL can be found in Partner's Subscription Portal. They may copy this link t...
Customer Subscription Portal
Uniq365 Customer's Subscription Portal is a dedicated online platform designed for customers to m...
Account Book Setup
Purchase Module
Overview - Purchase Module
PROCUREMENT MODULE The Procurement Module in Uniq365 is where all the Purchase transactions take...
Purchasing
In a typical setup, the user may put up a Typical Purchase Requisition (note the difference betwe...
Analytics
In Uniq365, Analytics refers to the use of data analysis and reporting tools to evaluate and opti...
Supplier Management
The Supplier Management tab comprises the following options that are crucial to setting up and us...
Report Queries
This is where all the Purchase reports such as Pending Purchase Orders, Purchase Invoice and GRN ...
Sales Module
Overview - Sales Module
The SALES Module is the Operation Module of UNIQ365. The Sales Module in UNIQ365 is the place w...
Customer Management
The Customer Management comprises the following options that are crucial to setting up and using ...
Sales Operations
The Sales Operation involves several steps, which may vary depending on the organization's requ...
Reports & Queries
The UNIQ 365 Sales Reports & Queries menu is a user-friendly interface where users can print out ...
Inventory Module
Overview - Inventory
STOCKS MODULE The Inventory module maintains the stock status and allows the user to enter the v...
Create New Product
The Product Management tab comprises the following options that are crucial in setting up and usi...
Stock Transactions
In Uniq365 stock transaction is the other option that handles the movement of inventories beside ...
Opening Stocks
Uniq365 represent Opening Stocks as the value of stock at the beginning of the financial year. Th...
Stock Transfers
Stock Transfer (Direct) for Uniq365 refers to the seamless and efficient process of transferring ...
Stock Take
This function is normally done after a physical stock take is done. After affirming the stock qua...
Recalculation
The Recalculate Product Cost and Recalculate Order Quantity functions in Uniq365 are essential pr...
Reports & Queries
This option enables user to generate reports for Inventory Management. Reports Can be sent to a ...
FINANCE (Ledger)
Overview - Ledger
The LEDGER UNDER FINANCE MODULE is the heart of Uniq365. It ties the different modules and allows...
GL Operations
In Uniq365, General Ledger or GL OPERATIONS will help you to do the following: Journal Vouch...
Reports Queries
REPORT QUERIES NAVIGATION in Uniq365 lists all the available reports in the Ledger __________...
Masters GL
MASTERS GL in Uniq365 is where main tables are stored and updated such as GST TYPE PROJ...
Document Printing
DOCUMENT PRINTING in Uniq365 will help you to print the GL transactions in batch. DOCUMENT PRINT...
Settings
SETTINGS MENU in Uniq365 consists of the following: CHART OF ACCOUNT - Consist of the COA fo...
Budgeting in Accounting
In Uniq365, Budgeting or the process of preparing detailed projections of future amounts such as ...
Finance (Cash Book)
Overview - Cash Book
The Cash Book module in an is a vital component for managing and tracking all cash transactions...
Cash Bank Setup
The Cash Bank stores all the cash and bank information. The Cash Bank code created will be used ...
Cash Book Transaction
The Cash Book main function is to keep track of all the cash and bank transactions that occur dai...
Bank Reconciliation
Bank Reconciliation The Bank Reconciliation in a Uniq365 streamlines the process of matching a c...
Reports & Queries
This is where all the bank/cash reports such as the cash bank status query, bank/cash summary and...
Finance (Receivables)
Overview - Receivables
RECEIVABLE MODULE This module contains the Accounts Receivable (AR) entry options for various re...
AR - Operations
CREDIT NOTE CREDIT NOTE A credit note usually issued when clients return goods or services. T...
Reports & Queries
For report and queries under receivable module, there are three sub menus. First is the report an...
Document Printing
The Document Printing screen shown below enables user to preview and print a range of AR Transact...
Settings
Customer Maintenance The Customer Maintenance is used to enter master records of customers. Th...
Finance (Payables)
Overview - Payables
PAYABLES MODULE This module contains the Accounts Payable (AP) entry options for the various pa...
AP- OPERATIONS
AP OPERATIONS Payable Transaction Transactions for Supplier Invoice (PI), Credit Note (PC)...
Report Queries
Report Queries The reports & query screen shown here opens the options for the users to print ...
Document Printing
The Document Printing screen shown below enables user to preview and print a range of AP Transac...
Settings
Supplier Maintenance The Supplier Maintenance is used to enter master records of suppliers. Th...
POINT OF SALES
Doc Hub
DOCHUB in Uniq365 will help user to save doc and attach in the transaction form. _____________...