Scopevisio Help Center

Finanzen

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

108 articles

Processing tax matters

Notes on actual taxation

Decryption assistant

Accruals and deferrals

Balance sheet or EÜR - actual or debit taxation

Define and set up chart of accounts

Defining and setting up charts of accounts - overview

G/L account master

G/L account - General master data

G/L account - sales tax and DATEV integration

G/L account - dimensions, assets and manual creation

Fiscal year management - Create fiscal year

Management of contacts, projects, cost accounting and organizational structure. Guides on project management, contact administration, cost centers and other organizational topics.

Close financial years and periods

Fiscal year management - Create fiscal year - Overview

Manage personal accounts

Assign a role to contacts (create customer/vendor)

The personal account fields (debtor/creditor role)

The personal account number and the collective account

Checking the VAT ID number VAT ID

Accounting - accounts receivable and accounts payable

Balance confirmation and account statement for personal accounts

Transaction data and additional information (customer/vendor)

Manage accounting (financial master data)

Purchasing from requisition to order. Guides on ordering processes, catalogs, supplier management and procurement settings.

Control matrix - basics and fields

Equalisation accounts Profit and loss distribution

Accounting areas

Payment tolerances and currency differences

Manage accounting (financial master data) - Overview

Settings > Booking mask

Assigning control keys in the control matrix

Create and edit control keys

Bookings (enter and book)

Various topics from webhooks to glossary definitions and term directories. Technical interfaces and basic concepts.

Posting with tax keys

Bookings (enter and book) - overview

Dialogue booking - enter bookings and journalise them directly

Stacking beeches

Cancellation and correction

Standing bookings

Business transactions

Clearing G/L accounts

Clearing when booking

Create dynamic control keys

Document work list

Document work list - overview

Set up document worklist

Banks (Banking)

Banks (Banking)

Manage house banks

Online banking with finAPI

Online-Banking per HBCI

Bank statements

Post bank transactions

ISO 20022 and Verification of payee (VoP)

Clearing in banking via rule wizard

Open item list for personal accounts

Open items on a key date

Open item list for subledger accounts - overview

Clearing and processing open items on personal accounts

Cash discount and tolerance

Account statement for personal account

Liabilities_{2 articles}

Receivables_{2 articles}

Value added tax (advance return)

Value added tax (advance return) - overview

Set up advance sales tax return

Sales tax validation

The consolidated VAT group

UVA (advance turnover tax return) Austria

Chamber levy (Austria)

Permanent extension and special advance payment

Accounting - Value added tax

Settings > VAT group

The recapitulative statement (SR)

Settings for the recapitulative statement (SR)

Control key and booking entry for OSS

The OSS procedure - Working with the One-Stop-Shop - Overview

Evaluate and transmit OSS bookings

The recapitulative statement (SR) - overview

Cash register overview - Create and manage cash registers

Cash sheets (book)

Enter cash movements

Cash balance and cash closing

Cash registers - overview

Create dunning run - Dunning notices

Payment runs - triggering transfers and collections

Payment runs - Triggering transfers and collections - Overview

Cost accounting

Controlling - Overview

Dimensionsjournal

G/L account reconciliation

Accounting - reports and folders

Accounting - Dashboard

Finances (labour and financial reports)

Management reports

Reporting folders

Reports - Accounting

Data sources Reports

Accounting - Asset accounting

Accounting - User-defined reports

Accounting - Books

Accounting - Financial accounting