Connect Uniconta

Steps

1. 1

   Send this page to your Uniconta reseller or accountant

   Only a reseller or an accountant can create a server user. What they do is under “For your Uniconta reseller or accountant” below.

2. 2

   Enter the login in Docentra

   When you have the user's login ID and password, open Settings › Accounting system in Docentra, choose Connect next to Uniconta, enter them and choose Connect.

   DocentraSettings › Accounting system › Connect Uniconta

   User namedocentra.nordlys

   Password••••••••••••

   CancelConnect

3. 3

   Pick the company

   If the user can open several companies, Docentra asks which one to read. Pick it.

   DocentraSettings › Accounting system

   Which company?

   Your sign-in reaches several companies in Uniconta. Pick the one Docentra reads.

   Nordlys ApS

   Nordlys Ejendomme ApS

For your Uniconta reseller or accountant

Docentra checks that the company pays its suppliers what was agreed. It needs a server user that can only read creditors, the general ledger and physical vouchers. A server user can sign in only from other systems, never to the Uniconta client.

1. 1

   Create a server user

   Go to Administrator › All users and choose Add user. Set the user type to Server and save. Use the user only for Docentra. A server user may cost the company a monthly fee from Uniconta.

   UnicontaAdministrator › Alle brugere › Tilføj bruger

   Login-IDdocentra.nordlys

   BrugertypeServer

   Gem

2. 2

   Add the user to the company

   In the company, open Company › User rights › Manage users. Choose Add user, then Standard user, tick Existing and enter the login ID.

   UnicontaFirma › Brugerrettigheder › Administrer brugere › Tilføj bruger

   Eksisterende

   Login-IDdocentra.nordlys

   OK

3. 3

   Give it read access only

   Give the user Read access to Creditor, General Ledger and Physical vouchers (in Danish: Læseadgang to Kreditor, Økonomi and Fysiske bilag). Give No access to everything else. Then choose OK and Refresh.

   If Docentra can't connect with these rights, you may also need to give Read access to Owner (Ejer).

   UnicontaFirma › Brugerrettigheder

   KreditorLæseadgang

   ØkonomiLæseadgang

   Fysiske bilagLæseadgang

   DebitorIngen adgang

4. 4

   Send the login

   Send the login ID to the person connecting Docentra, and send the password separately.

What the access allows

The user can only read what it has read access to, and only in the companies it is added to. Docentra fetches at most about 4,000 documents a day, so it stays within the 5,000 calls a day that come with Uniconta.

Docentra only reads. It never creates, changes or deletes anything in your system.

Removing access

In Docentra: open Settings › Accounting system and choose Disconnect. The booked entries are removed from Docentra, but invoices Docentra has already read stay.

In Uniconta: in Company › User rights › Manage users, select the Docentra user and choose Remove user. A reseller or accountant can also block the user under Administrator › All users › Edit user.

If something goes wrong

“The system didn't accept these details”

Check the login ID and password. Also check that it is a server user and that it isn't blocked.

“Another accounting system is connected”

Docentra reads only one accounting system per company. Disconnect the other system first, then connect this one.

“Uniconta no longer gives Docentra access”

The access was removed in Uniconta, or the person who connected it can't sign in any more. Choose Connect again.