Newest Access UBS Accounting version 2023.2 release will be available from Tuesday 06 June 2023.
In this newest release, you’d gain greater efficiency and accuracy of transaction processes, making it easy to stay on top of your business.Inventory & Billing
Document Attachment
The new “Document Attachment” feature empowers you to attach relevant files directly to your Inventory and Billing transactions. With Document Attachment, you can effortlessly associate essential documents such as Contract, Quotation, Orders, Invoices, Receipts and the list goes on, to your records, ensuring easy access and seamless retrieval of information whenever the need arises.
With Document Attachment, you can effortlessly upload single or multiple files directly to any transaction within our system. Whether it is invoices, receipts, contracts, or any other relevant documents, you can now associate them seamlessly with your transactions for quick and convenient reference.
The new Document Attachment tab is added to the transactions screen and now accessible in the following transaction types:
New feature - Document Attachment that allows you to easily attach and retrieve documents within your transactions. No more wasting time sifting through endless data or manually searching for documents.
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Access UBS One Accounting and Billing
As per the existing structure, the system allows for a maximum of two (2) companies, namely Demo Company and New Company. These companies are automatically created in the system upon license activation.
Rename Demo Company
The inclusion of the Demo Company is part of the two (2) companies provided upon activating the Access UBS One license. Originally intended as a reference company, it allows users to familiarize themselves with the system and understand data setup and usage.
Remove Create and Delete company functions
Create Company
With the provision of two (2) automatically created companies, namely SAMPLE COMPANY and New Company, the system already fulfils the company count requirement. Therefore, you will not be allowed to create any additional companies beyond this limit – refer image below on the message prompt.
Delete Company
The inclusion of the Demo Company is part of the two (2) companies provided upon activating the Access UBS One license. Originally intended as a reference company, it allows users to familiarize themselves with the system and understand data setup and usage.
To better align with its purpose, this demo company will now be renamed to SAMPLE COMPANY – refer image below.
Note: The new naming convention will be applicable only for new installations. Existing users will not experience any changes in the company name.
Remove Create and Delete company functions
Create Company
With the provision of two (2) automatically created companies, namely SAMPLE COMPANY and New Company, the system already fulfils the company count requirement. Therefore, you will not be allowed to create any additional companies beyond this limit – refer image below on the message prompt.
Delete Company
To ensure the preservation of the two (2) available companies for your usage, we have disabled the delete company function. As a result, you are no longer able to remove any companies from the listing –same message prompt.
Message content: “Your license is Access UBS One which comes with 2 companies. You are not allowed to create or delete any company.
If you have any questions, please do not hesitate to reply back to below information, I will be able to assist you further.
Vivid Solutions Sdn Bhd
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