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.