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      Features of the Uniconta Integration

      Before you can start using the Risika integration with Uniconta, it needs to be implemented first. You can learn more about this here: Implementation.

      Overview

      1. Risika Layout
      2. Debtor List
      3. Debtor Card
      4. Risika Features
        1. Update Data
        2. Link to Risika Platform
        3. Monitoring of Debtors
      5. Data Points from Risika

      Risika Layout

      You have the option to customize the appearance of your debtor list. This can be done to display all the available data points accessible from Risika. You can see the list of data points further down on the page.

      You can also directly add Risika's data points to your debtor list.

      Screenshot 2023-12-21 at 13.58.48

      1. Click on "Layout."
      2. Click on "Load saved layout."
      3. Select "Risika."
      4. Now you will see all the data points from Risika.

      Debtor List

      You can view all the information from Uniconta and Risika on your debtor list.

      Screenshot 2023-12-21 at 13.59.55

      Debtor Card

      You can also see all the information from Risika directly on the debtor card.

      Screenshot 2023-12-21 at 14.01.09

      Risika Features

      There are several different functions you can use to manage your data and debtors between Uniconta and Risika.

      Risika Update - This allows you to update debtors in Uniconta to ensure that the latest data from Risika is displayed in Uniconta. It will update all companies shown on the debtor list. If you want to update a specific set of customers, you should filter them and then click on "Update."

      Risika Link - Clicking here will take you directly to the Risika platform for the selected debtor you are viewing.

      Risika Monitor - This allows you to add companies to monitoring directly from Uniconta. If you want to learn more about our monitoring, you can read more about it here: https://help.risika.dk/funktioner#overvågning

      Screenshot 2023-12-21 at 14.02.39

      Data Points from Risika

      We have a wide range of data points from Risika available in the Uniconta integration. You can see a list of data points below:

      • Risika score
      • Credit policy
      • Latest data update
      • Status
      • Credit maximum
      • Profit margin
      • Annual result
      • Equity
      • Solvency
      • Credit days
      • Bankruptcy analysis
      • Debt
      • Total liabilities
      • Industry code
      • Industry description
      • Monitoring
      • Company link

       

      Need Help?

      If you have any questions about the integration or if there's anything else we can assist you with, please don't hesitate to contact us. You can reach us at support@risika.com or use the live chat on our website.