Organisation
Explore the various facets of effective organizational management. Delve into contact management, task delegation, and scheduling with the integrated calendar feature. Understand how to streamline your projects, email communication, product listings, and travel expenses. Additionally, you'll learn how to deal with specific issues like 'No Saving in Asset Accounting' and gain insights into specialized topics like procurement and payroll.
216 articles
Billing process - overview
Products, revenue accounts and sales tax in accounting
Orders
Settlements [invoices]
Standing invoices
Correction invoices
Travel expenses
Calculation factor (second factor)
Dimensions in billing documents
Dispatch of invoices
Invoices in English
Down payment, partial, partial and final invoices
Edit payroll number ranges
Edit billing settings
Define company details for quick layout
Create outgoing invoices
Invoice receipt book - document entry and verification
Invoice receipt book - basic knowledge
Import documents into the invoice receipt book
Invoice receipt book - settings and configuration
Improving the quality of supplier identification
Automatic notification of responsibility in the approval process
Direct transfer from the invoice receipt book
Why you can't book from the rebu
Travel costs and expenses in the invoice receipt book
Invoice export
The new REBU2GO
FAQs on the invoice receipt book
Invoice receipt book: Configuration of the settings
Invoice receipt book: Set up release processes
The distribution of roles in the invoice receipt book
Factual check and payment release (main check)
Invoice receipt book - areas and data fields
Verification (preliminary check) in the invoice receipt book
Edit depreciation types
Statistical accounts
IBAN validation
Create voucher layouts quickly
Manage keywords
Set up online banking
Manage account statement rules
Edit payment transaction settings
Set up investment groups
Master data - The form
Edit project number ranges
Billing (master data)
Terms of payment
Edit number ranges for contacts
Manage basic data
Contacts/persons/companies/partners
Manage accounting
Manage standard document layouts
Manage rules for document layouts and text modules
Manage users
System: Manage selection lists
System: Manage business objects
System: Manage user-defined fields for contacts/tasks/projects/receipts/time recording
System: Export system settings
System: Import system settings
System: Manage instance settings
System: Display change log
Manage companies of the instance
Manage company
Archive: Manage archived companies and cash registers
Archive: Manage documents and receipts
Manage eCommerce accesses
Manage personal e-mail address
Manage company e-mail addresses
Manage e-mail assignments
Edit e-mail tracking
Set up Creditreform login data
Time recording settings
The Scopevisio Shop
Organigram administration
Settings > Time recording
Settings > Society
Settings > Invoice areas
Settings > Document worklist
Settings > Payment tolerances
If functions are only available in the desktop application
Customer account
The data export to the tax consultant is incorrect
What is Scopevisio?
Services
Collection releases for documents
Two-factor authentication / 2FA
Mass editing of user-defined fields
Indirect depreciation with value adjustment accounts
Edit travel expense settings
🚀 First steps
The application does not start
Invite more users
Special features for headers, footers and tables
🖥️ Basic functions
Emails
Systemadministration
Master data
Activities
Calendar and time recording
Settings > Payment transactions
Settings > Responsibilities
Settings > General sales
Settings > Accounting
Settings > Asset accounting
Settings > General project management
Settings > Creditreform login data
Dispatch type of the reminder in the customer
Set up passkeys under Windows
Set up passkeys for Scopevisio
Questions and answers about Passkeys
Set up passkeys on Apple devices
Error messages Passkey
Automate invoice receipts/teamwork receipts with the "Company e-mail addresses" function
Edit sales settings
Define user responsibilities
Edit revenue account preallocation
Supplier invoices from web portals with invoicefetcher
Edit security for users
Upload time recording layout
Create individual document layout
Manage user licenses
Placeholders and text modules
Manage user profiles and rights
Free text in invoice documents
Electronic invoices
The multiple release
Scoper and activity journal
🟨 Teamwork-DMS
🟨 Distribution
🟨 Finances
Marketing
Billing
OpenScope interface
2Go Mobile Apps
Questions and answers (FAQ)
Contact management
Invoice receipt book
Tasks
Projects
Document portal
Extensions and add-ons
Reports
🟨 Personal
What's new?
Invoice receipt book: Working with rules
Products (sale)
Products (Other)
Products (General)
Products (purchasing)
Products (stock/warehouse)
Problems logging in to the customer lounge
Print, send and post outgoing invoices
Update the calculation method for asset accounting
Breakdowns (reporting)
Column scheme (reporting)
🟨 Organization
Product units in e-invoices
Tips
Authorizations
Products (menu item)
Login protocol
Wage & salary
procurement
Administration - the form