Skip to main content
What is Scopevisio?

System requirements and basic information about Scopevisio. Technical prerequisites for browser usage and initial orientation in the system.

2 articles
Erste Schritte

Guides for navigating Scopevisio, from workspace setup through tables and menus to using favorites and the task manager. Basic functions for an efficient start.

19 articles
Basisfunktionen

Secure login, document portal and customer account. Automation rules, phone interface, network statistics and collaboration with tax consultants and service providers.

20 articles
Organisation

Explore the various facets of effective organizational management. Delve into contact management, task delegation, and scheduling with the integrated calendar feature. Understand how to streamline your projects, email communication, product listings, and travel expenses. Additionally, you'll learn how to deal with specific issues like 'No Saving in Asset Accounting' and gain insights into specialized topics like procurement and payroll.

216 articles
Vertrieb

Sales settings, campaigns, product management and price lists. Guides on quotes, orders, delivery notes and invoicing in the sales process.

11 articles
Finanzen

Monthly release notes and product updates. Chronological archive of new features, improvements and new functions in Scopevisio.

108 articles
Beschaffung

Discover a wealth of knowledge on procurement-related processes such as creating and managing products, booking runs, and incoming invoices. Explore how to handle returns, incoming goods, and orders. Find answers to common questions and learn about advanced topics like batch and lot control, inventory accounts, and bill of materials. This collection provides comprehensive information that enables efficient navigation and usage of procurement features.

21 articles
Personal

Personnel administration and payroll. Guides on payroll processing, employee management and HR-related processes.

6 articles
Teamwork-DMS

Document management with folder administration, versioning, permissions and file synchronization. Functions for efficient team collaboration and digital filing.

17 articles
Asset accounting
20 articles
Extensions and add-ons

Add-ons for extended functions: ScanToScopevisio, Power BI, Shopware and other integrations. Guides for installation and use of extensions.

5 articles
Mobile apps "2Go"

Mobile applications for iOS and Android: document capture, time tracking, contact management and other functions on the go. Setup guides and tips for mobile use.

15 articles
What's new?

Embark on a journey through our historical product updates with this archive of release notes. It chronicles detailed changes made to our product from July 2017 to July 2019. This includes new features, enhancements, and fixes. Each release note provides insights into our product's evolution, enabling users to understand the improvements over time.

28 articles
Licence agreements from third-party providers

Dive deep into the specifics of third-party license agreements, particularly focusing on the ERiC-Release 41 license agreement. The contents elucidate the terms and conditions of this particular agreement, offering a detailed perspective. You'll gain a clearer understanding of your rights, obligations, and the scope of the agreement. This knowledge aids in making informed decisions when dealing with ERiC-Release 41.

1 article
General (Confluence OH)

Explore a variety of topics with this set of resources. Learn how to handle webhooks interface and ensure local data backup when terminating a contract. Discover the latest Beta-Features and delve into our privacy policy. Get acquainted with 'Smart Assistant', your digital aid in Scopevisio, and familiarize yourself with common terminology. A wealth of knowledge awaits you.

4 articles