Bookings (enter and book)
Various topics from webhooks to glossary definitions and term directories. Technical interfaces and basic concepts.
11 articles
- Posting with tax keysTax keys in Scopevisio: automate VAT calculation and posting to the correct tax accounts; define key behaviour and percentages in the tax matrix.
- Bookings (enter and book) - overviewPosting options in Scopevisio: use batch posting, dialogue posting, the document worklist or bank transaction imports to record financial transactions.
- Dialogue booking - enter bookings and journalise them directlyDialogue posting in Scopevisio: enter postings and immediately journalise them in compliance with GoBD using keyboard shortcuts or the Post button.
- Stacking beechesBatch posting in Scopevisio: enter postings into a batch first, then commit all at once; errors can be corrected before the batch is finalised.
- Cancellation and correctionCancellations and corrections in Scopevisio: GoBD-compliant linked reversal and new entry; the correction posting automatically inherits the original document.
- Standing bookingsStanding bookings in Scopevisio: create posting schedules for recurring transactions like rents and leases and run them automatically on a server basis.
- Business transactionsBusiness transactions in Scopevisio: use pre-configured standard postings for common entries – also suitable for users with limited accounting knowledge.
- Clearing G/L accountsG/L account clearing in Scopevisio: mark transit and clearing accounts as clearable and reconcile open items via Finance > Reports > G/L account reconciliation.
- Clearing when bookingClear invoices directly when posting in Scopevisio: use batch posting or dialogue posting to immediately offset payments against open invoices.
- Create dynamic control keysDynamic tax keys in Scopevisio: automatically apply time-dependent tax rate changes without manual maintenance – ideal for temporary VAT reductions.
- Accruals and deferralsAccruals and deferrals in Scopevisio: defer expenses (ARAP) or revenues (PRAP) directly in booking screens and reverse them automatically via recurring entries.