Master data management is a central element of Scopevisio. Maintain a variety of basic settings for contacts, projects, invoicing, accounting, assets, personnel, banks, keywords, document layouts, languages and text modules as well as products.

Under Organisation > Master data you will find a form with numerous calls. Due to their complexity, each of these calls has its own article, which you can access separately via the table of contents or by clicking on the corresponding link.

Manage contacts

Merging duplicates

Edit number ranges for contacts

Edit payment terms

Manage basic data

Edit project number ranges

Edit travel expense settings

Edit accounting settings

Edit accounting number ranges

Edit sales settings

Edit revenue account preallocation

Manage customer accounts

Manage accounting

Set up document worklist

Set up asset accounting

Edit depreciation types

Set up asset groups

Wage & salary settings

Manage house banks

Edit payment transaction settings

Manage bank statement rules

Set up online banking

IBAN validation

Manage keywords

Define company details for quick layout

Create document layout quickly

Create individual document layouts

Manage standard document layouts

Manage rules for document layouts and text modules

Manage products