FAQ - Frequently Asked Questions

Can I use OneUp with Google GSuite?

Yes you can! To add OneUp to your GSuite account, please visit

Get your Google-linked account

 

My account is in the wrong language. How do I change it?

We currently offer OneUp in English, French, Chinese and Spanish (in beta). The language is set to the primary language of the account. For example US accounts are in US English, UK accounts are in UK English, French accounts in French and for China in Chinese. Should you select any other country, you will most probably get the UK version that is used internationally and so, your basic language will be set to English (UK).

You can change your language settings by clicking on your user icon (under profile picture in the top right corner) and then navigating to "Preferences".

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Can I customize printing templates?

Template customization

In company settings in the field "document templates", we offer the creation of global templates that are valid for all customizable documents. But you are free to create your templates for each type of sales document and the purchase order.

Should you need to customize one document only, this is then done in the according preview of the corresponding document.

In the user manual "Customize Sales Documents and Purchase Order" we explain how to customize your invoice. Other documents can be customized the same way.

Company Name and Logo

Company information such as Company Name, Address and Logo, VAT number and such are updated in company settings.

Printing Language

You can also and choose the language in which your documents are printed within company settings.

 

What is the working period?

The working period is the time range in which you allow a user to create any kind of transaction. Please note, if you create an invoice with payment terms 30 days, OneUp would need the working period end date after the 30 days, as OneUp needs to “post” also forecast.

This period should match your open fiscal years. When you perform a year end closing, your working period will automatically be reset to match the new fiscal year.

 

How do I change the date format on documents to dd/mm/yyyy?

To change the date format in your printed documents, please go to settings - company settings and select a new printing language:

English (United States) will show as mm/dd/yyyy

English (United Kingdom) will show as dd/mm/yyyy

To change the date format that appears in the screen, that is located in User Preferences. Click in the avatar menu in the top-right corner of the screen.

 

Why can’t I change my accounting currency?

The currency that is set up, when you start using your account, will be blocked for changes as soon as you create your first transaction. If you need to change the accounting or home currency, you will need to delete your account and start over with a new one. Should the currency you selected during sign up not be the correct one, it must be changed as the first action in a new account.

 

Why can't I change my accounting basis from "accrual” to “cash based” accounting?

The accounting basis that is set up, when you start using your account, will be blocked for changes as soon as you create your first transaction. If you need to change the accounting basis, you will need to remove all accounting transactions, or delete your account and start over with a new one. It is not possible to change the way your accounting is set up, after you started to use it. After sign up for a new account, the set up in your company settings must be verified and adjusted as the first action in a new account.

 

Note: If you use inventory management, it is recommended to use accrual based accounting, since this allows you to account for sales and purchases as you register them. With cash based accounting, the sales and purchases are accounted for upon payment only.

 

What countries does OneUp support?

Currently we have a version of OneUp for the United States, France, United Kingdom, and China. You are free to use OneUp in other countries, but because of regional variations, it may or not work correctly according to local business laws.

 

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