Define and set up chart of accounts
5 articles
Defining and setting up charts of accounts - overviewChart of accounts setup in Scopevisio: choose carefully — the selection has far-reaching effects across the ERP system and cannot be changed later.
G/L account masterG/L account master in Scopevisio: view all active accounts in the chart of accounts and manually create or copy accounts from an existing similar account.
G/L account - General master dataG/L account general master data in Scopevisio: define account number, name and type (asset, liability, costs, revenue) with colour coding used in financial reports.
G/L account - sales tax and DATEV integrationTax-relevant and DATEV fields for G/L accounts in Scopevisio: configure country code, default tax key, fixed tax key and DATEV automatic account assignment.
G/L account - dimensions, assets and manual creationG/L account dimensions and assets in Scopevisio: pre-assign dimension defaults, restrict permitted dimension accounts and link the account to asset accounting.