Online User Guide (1.0_1224)
- Getting Started
- Account Book Creation
- Overview
- Signup for Uniq365
- Create New Account Book
- Deleting Account Book
- Update Business Info
- Update User Account
- Access Uniq365
- Subscriptions
- Account Book Setup
- Overview - Settings
- Company Profiles
- Users & Roles
- GST/VAT Tax
- Currency Table
- Accounts Posting Settings
- System Defaults
- Document Numbering
- Select Customized Documents
- Languages
- Purchase Module
- Overview - Purchase Module
- Create New Supplier
- Purchase Order
- Purchase Invoice
- Purchase Returns
- Report & Queries
- Sales Module
- Overview - Sales Module
- Create New Customer
- Sales Quotation
- Sales Order
- Sales Invoice
- Sales Return (Credit Note)
- Reports & Queries
- Inventory Module
- Overview - Inventory
- Create New Product
- Stock Transactions
- Stock Transfers
- Stock Take
- Reports & Queries
- Finance (General Ledger)
- Overview - General Ledger
- Create GL Account
- General Ledger
- Journal Voucher
- Revaluation Transactions
- Year Ending
- Reports & Queries
- Finance (Cash Book)
- Finance (Receivables)
- Overview - Receivables
- Create New Customer
- AR - Customer Receipt
- AR - Credit Note
- AR - Debit Note
- AR - Customer Invoice
- Reports & Queries
- Finance (Payables)
- Overview - Payables
- Create New Supplier
- AP - Supplier Payment
- AP - Credit Note
- AP - Debit Note
- AP - Supplier Invoice
- Reports & Queries
- POINT OF SALES
Getting Started
Introduction - Uniq365
What is Uniq365?
Uniq365 is a cloud-based Enterprise Resource Planning (ERP) solution designed to streamline business operations for small and medium-sized enterprises (SMEs) in Asia. Developed by A2000 Solutions Pte Ltd, a Singapore-based company established in 1996, Uniq365 offers a comprehensive suite of tools to enhance productivity and efficiency.
The platform includes features such as full accounting capabilities, sales and purchasing modules, inventory control, tax management, multi-currency support, and integration with InvoiceNow for seamless invoicing. Additionally, Uniq365 provides a DocHub repository for document management and WhatsApp integration for improved communication.
As a cloud-based system, Uniq365 enables businesses to access their data anytime and anywhere, facilitating real-time decision-making and operational flexibility. The solution is tailored to meet the specific needs of SMEs, offering scalable and adaptable tools to support business growth and digital transformation.
For a visual overview of Uniq365, you can watch the following video: https://www.youtube.com/watch?v=HafSj46LV68&t=4s
How Uniq365 Works
How does Uniq365 work?
Uniq365 is a cloud-based Enterprise Resource Planning (ERP) system designed to streamline business operations, particularly for small and medium-sized enterprises (SMEs). Developed by A2000 Solutions Pte Ltd, a Singapore-based software development company, Uniq365 offers a comprehensive suite of tools to manage various business functions.
Key Features of Uniq365:
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Full Accounting: Provides complete accounting functionalities to manage financial transactions and reporting.
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InvoiceNow Ready: Supports electronic invoicing, enabling seamless and efficient invoice processing.
- DocHub Repository: Offers a dedicated platform for storing and organizing financial documents, facilitating easy access and management
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XBRL Reporting: Assists in generating reports in the eXtensible Business Reporting Language (XBRL) format, ensuring compliance with regulatory standards.
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Sales and Purchasing Modules: Manages sales orders, purchasing processes, and inventory control to optimize supply chain operations.
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Tax Management: Simplifies tax calculations and compliance, reducing the risk of errors.
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Multi-Currency Support: Enables transactions in multiple currencies, beneficial for businesses operating in international markets.
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WhatsApp Integration: Facilitates communication by integrating with WhatsApp, allowing for quick interactions with clients and team members.
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365/24/7 Usage: Being cloud-based, Uniq365 is accessible anytime and anywhere, providing flexibility and continuous availability.
By digitizing business operations, Uniq365 aims to improve productivity and efficiency, offering scalable solutions that can be tailored to the unique needs of businesses. Its cloud-based nature ensures that data is accessible in real-time, promoting informed decision-making and streamlined workflows.
For a visual overview, you might find this video helpful: https://www.youtube.com/watch?v=HafSj46LV68
Account Book Creation
Overview
Guide 1
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Signup for Uniq365
Create New Account Book
Deleting Account Book
Update Business Info
Update User Account
Access Uniq365
Overview
Login to Uniq365
Switching Books
Mobile App Access
Change Password
Subscriptions
Overview
Subscription Plans & Prices
Account Book Subscriptions
User Subscription
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Special Applications
Admin Control Panel
Subscription Renewal
Upgrade & Plan Add-on
Payment History
User Management
Account Book Setup
Overview - Settings
Company Profiles
Users & Roles
GST/VAT Tax
Currency Table
Accounts Posting Settings
System Defaults
Document Numbering
Select Customized Documents
Languages
Purchase Module
Overview - Purchase Module
Create New Supplier
Supplier Maintenance
Supplier Type
Supplier Account Group
Payment Mode
Payment Terms
Purchase Order
Purchase Invoice
Purchase Returns
Report & Queries
Sales Module
Overview - Sales Module
Create New Customer
Customer Maintenance
Customer Groups
Customer Account Groups
Payment Terms
Payment Modes
Territory
Sales Quotation
Sales Order
Sales Invoice
Sales Return (Credit Note)
Reports & Queries
Inventory Module
Overview - Inventory
Create New Product
Product & Service Maintenance
Product Group
Product Account Group
Warehouse Locations
Stock Transactions
Stock Transfers
Stock Take
Reports & Queries
Finance (General Ledger)
Overview - General Ledger
Create GL Account
Chart of Account
Tax Table
Currency Table
PDSU Table
General Ledger
Journal Voucher
Revaluation Transactions
Year Ending
Reports & Queries
Finance (Cash Book)
Overview - Cash Book
New Cash Book
Cash/Bank Setup
Cash Book Transaction
Bank Reconciliation
Reports & Queries
Finance (Receivables)
Overview - Receivables
Create New Customer
Customer Maintenance
Customer Groups
Customer Account Groups
Payment Terms
Payment Modes
AR - Customer Receipt
AR - Credit Note
AR - Debit Note
AR - Customer Invoice
Reports & Queries
Finance (Payables)
Overview - Payables
Create New Supplier
Supplier Maintenance
Supplier Type
Supplier Account Group
Payment Mode
Payment Terms
AP - Supplier Payment
AP - Credit Note
AP - Debit Note
AP - Supplier Invoice
Reports & Queries
POINT OF SALES
Overview - POS
Create New Customer
Customer Maintenance
POS Terminal
POS Payment Modes