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 and Chinese. The language is set to the primary language of the account. US accounts are in US English, UK accounts are in UK English, French accounts in French and for China in Chineses. 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 and then navigating to "Preferences" on the top right.

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Can I customize printing templates?

Template customisation

In company settings in the field "document templates", we offer the creation of global templates that are valid for all customisable 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 customised 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.

It is recommended, to leave the end date to a date far in the future.

This period is not related to your fiscal year. You will define start and end date of your fiscal year during the year end closing.

Accountants and administrators have the right to override the working period end, but this will provide an according message.

 

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.

 

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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