Use accounting areas to allocate your receipts, postings and cash documents to one of your branches or individual offices. The balance sheet, P&L and BWA reports available in Scopevisio can be filtered to the indicators, allowing you to create your own sub-reports for your branches.

The open item lists in Scopevisio can also be filtered for linked accounting areas if an indicator has been entered in the posting line of the subsidiary account. Further reporting options outside Scopevisio are available to you via data sources.

The function has its own authorisation, which can be assigned to users individually. The right is deactivated for all users by default. Activate the right via System administration > User administration > Manage user profiles and rights > Authorisation: Master data, invoicing area.

If you only want to assign this right to individual users, you can activate this right in a separate user profile and assign it specifically to individual users.

Once the authorisation has been assigned, the menu item Invoicing groups is available to users under System menu > Manage accounting.

Go to System menu > Manage accounting.

When you click on this item for the first time, you will be taken to a form via the Manage settings for invoicing groups link, where you can activate its use. Otherwise, you can also edit the settings at a later date if invoicing groups have already been created.

Activate the function using the drop-down menu and click on the back arrow. Note: The use of invoicing groups is optional, you can activate this as a mandatory field via the selection field.

You can now start setting up your invoicing groups.

You can now set up the first invoicing area using the Add button. Enter any number and a description and save the entries.

In the overview table, you can define which users are authorised to use the individual invoicing area numbers when entering a business transaction. You can also adjust several invoice areas using mass changes. Click on the arrow in the Authorisations column. In the following form, select Personal or User-defined under Authorisation. By default, the authorisation is public.

Personal: The company code created is only available to you.

User-defined: Assign an invoice code to a profile that you then assign to your employees via the user administration or that has already been assigned to the authorised employees. Alternatively, you can also select individual users who can access the invoicing area. The authorisations can be adjusted at any time. Save your changes using the disc symbol.

Depending on the licence selected, invoicing groups are available in the following forms and functions:

Cash entry, batch, dialogue, recurring entry, banking masks, voucher details mask, dimensional mass change mask, incoming invoice split mask, voucher worklist posting mask, Kasse2GO, outgoing invoice and credit note mask, basic asset data, import interfaces.

Reporting:

Once activated, you can use the invoice area number as a filter in the Scopevisio reports