Manage personal accounts
6 articles
- Assign a role to contacts (create customer/vendor)Assign customer or vendor roles to contacts in Scopevisio to manage them in accounting with their own personal account; a contact can hold multiple roles.
- The personal account fields (debtor/creditor role)Key master data fields for personal accounts in Scopevisio: VAT ID, payment terms, bank details and external customer numbers that improve posting quality and automation.
- The personal account number and the collective accountPersonal account numbers in Scopevisio are assigned automatically from a number range when a customer or vendor is saved and linked to a collective G/L account.
- Checking the VAT ID number VAT IDVAT ID validation in Scopevisio: check the formal structure on save and verify active registration via the EU VIES system using the Check link.
- Accounting - accounts receivable and accounts payableAccounts receivable and payable in Scopevisio: view open items, turnover per customer and further reports via Finance > Receivables or Finance > Payables.
- Transaction data and additional information (customer/vendor)Transaction data for customers and vendors in Scopevisio: view all linked documents, comments, tasks and SEPA mandates to fully track every business process.