Basisfunktionen
Secure login, document portal and customer account. Automation rules, phone interface, network statistics and collaboration with tax consultants and service providers.
25 articles
- Where can I find my customer number?Find your Scopevisio customer number in the activation email, the customer portal or via System menu > Info > About Scopevisio.
- Digitise and import receiptsDigitise receipts in Scopevisio: upload PDFs or scan documents; OCR and XML processing (ZUGFeRD, XRechnung) auto-fill posting fields and link documents permanently.
- Rules for automationRules for automation in Scopevisio: apply if-then rule sets in the invoice receipt book, document worklist, online banking, document layouts and product creation.
- Exchange ratesExchange rates in Scopevisio: view foreign currencies, manually edit rates or automatically update them relative to the local currency for foreign currency postings.
- TemplatesTemplates in Scopevisio: save forms with pre-filled standard data and reuse them for recurring tasks – only the variable fields need to be completed.
- Tables with and without work listsTable customisation in Scopevisio: tables without a worklist save column settings locally; tables with a worklist header save named, reusable view configurations.
- Invite a tax consultantInvite your tax advisor directly into Scopevisio: grant free access to booking data and receipts for ongoing bookkeeping or preparation of annual financial statements.
- Cooperation with external service providersWorking with external accountants in Scopevisio: Scopevisio partner firms may qualify for additional free licences; other external staff are treated as internal users.
- Network statisticsNetwork statistics in Scopevisio: log and analyse network and internet traffic to diagnose connection or performance issues.
- Setting up the telephone interfaceSet up the Scopevisio telephone interface: integrate Windows TAPI with a compatible phone system (e.g. ESTOS ProCall or FRITZ!Box) and a softphone.
- Display user-defined fieldsDisplay user-defined fields in Scopevisio: show custom fields in contacts, tasks, projects, receipts and time recording after creating them in system settings.
- Create elements quicklyCreate new elements quickly in Scopevisio: use the plus button or CTRL+N to open a menu for adding customers, vendors or other objects on the fly.
- KeywordsKeywords in Scopevisio: assign any number of keywords to contacts, offers, tasks and other records to classify them and filter objects by keyword.
- Global search "Scopen"Global search in Scopevisio: use the Scopen full-text search to find contacts, documents and projects by content, including OCR-recognised text.
- Secure login in Scopevisio - OverviewSecure login options in Scopevisio: overview of two-factor authentication, passkeys and other methods to make account access more secure and convenient.
- One-time passwords (two-factor authentication)Two-factor authentication in Scopevisio: activate one-time passwords (TOTP) with a mobile authenticator app for enhanced login security.
- Automatic loginAutomatic login in Scopevisio: save your password once and log in with a single double-click instead of entering your credentials every day.
- Quick login with passkeysPasskey login for Scopevisio: log in without a password using biometric data or device PIN; passkeys are phishing-resistant and based on the FIDO Alliance standard.
- Questions and answers about PasskeysPasskeys FAQ for Scopevisio: answers on who can set up passkeys, how they differ from passwords and which browsers and devices are supported.
- Set up passkeys under WindowsSet up passkeys on Windows for Scopevisio: update Windows, configure Windows Hello and create a passkey for quick and secure passwordless login.
- Set up passkeys on Apple devicesSet up passkeys on Apple devices (iPhone, iPad, Mac) in Scopevisio: update the device, activate iCloud Keychain and create a passkey for passwordless login.
- Set up passkeys for ScopevisioCreate a passkey for Scopevisio via User settings: authenticate with email and password, then select Windows Hello or another method to enable passwordless login.
- Error messages PasskeyPasskey error messages in Scopevisio: reference list of error codes including internal errors, incorrect passwords and maximum registration limit reached.