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.
148 articles
- Settings (central) - OverviewCentral Settings form in Scopevisio: access all personal, company-wide and instance-wide settings via System menu > Settings in a single combined form.
- Settings - OrganisationOrganisation settings in Scopevisio: overview of all configuration options including quick company setup, financial years, billing groups and the organisation chart.
- Settings - DocumentsDocuments settings in Scopevisio: configure user and user group management, general document administration and folder settings.
- Settings - FinancesFinance settings in Scopevisio: overview of all configuration options for asset accounting, accounting, cost accounting, payment runs, VAT and further finance sub-areas.
- Contacts: All contacts/persons/companies/partnersContacts in Scopevisio: create personal and company contacts with Creditreform search integration; one contact can hold multiple roles simultaneously.
- Edit contactsEdit contacts in Scopevisio: open a contact from the overview and navigate to previous or next entries using the arrow buttons in the toolbar.
- Filter contactsFilter the contact overview in Scopevisio using contact lists and table filters to display targeted subsets of contacts or create custom worklists.
- Contact rollersContact roles in Scopevisio: overview of available roles per licence type; sales roles (lead, prospect) are described separately in the Sales chapter.
- CustomersThe Customers form in Scopevisio filters contacts with the Customer role, allowing you to create and maintain detailed customer records with all relevant data.
- Manage exports: Exporting contactsExport contacts from Scopevisio as CSV: use OpenScope > Import & Export to export the full contact list or a filtered selection to a CSV file.
- Assign employeesAssign employees to companies in Scopevisio: link a person to their employer in the contact list – can be done during contact creation or retrospectively.
- Merge duplicatesMerge duplicate contacts in Scopevisio: select two entries in the contact overview and combine them into a single consolidated contact record.
- Contact authorisationsContact authorisations in Scopevisio: set individual access rights for customer and employee data and display the authorisation column in the contact list.
- Task managementTask management in Scopevisio: view all tasks in a configurable overview, create new tasks, and set names, deadlines, priorities and responsibilities.
- Create task from an e-mailConvert an Outlook email into a Scopevisio task with one click: add [Task] to the subject and the contact reference to the email body, then send to Scopevisio.
- Create task with Office ConnectorCreate tasks from Outlook using the Scopevisio Office Connector: the MS Office add-in lets you create tasks in Scopevisio directly from Outlook emails.
- Create task with 2GO applicationsCreate tasks in Scopevisio 2GO mobile apps: use the action button or the Activities tab in REBU2GO, PROJEKTE2GO, KASSE2GO or BELEGE2GO.
- Show tasks in the calendarShow tasks in the Scopevisio calendar: filter by employee and project, display tasks on their due date and integrate the calendar link into Outlook.
- Create task from Teamwork documentCreate a task from a Teamwork document in Scopevisio: right-click the document and select Create task – the task is automatically linked to the document.
- CalendarScopevisio calendar: record time entries, switch between daily, weekly and monthly views, and filter by project, employee, contact or service.
- Calendar - extended functionsExtended calendar functions in Scopevisio: create time recording and project calendars, use them with the 2GO mobile app and sync calendar links into Outlook.
- Time recordingTime recording in Scopevisio: view all time entries in a filterable table by employee, project, contact or service and configure settings for accurate billing.
- Time billingTime billing in Scopevisio: enable time accounting via user rights and invoice recorded time entries to customers under Organisation > Time accounting.
- IntroductionIntroduction to the Scopevisio activity journal, Scoper and notifications: AI-powered information management with customisable notification profiles for teams.
- Activity journalActivity journal in Scopevisio: view all company events filtered by period, project, contact or user; save filtered views as worklists.
- Messages (notifications)Notification management in Scopevisio: centrally manage all message profiles and notification types via Organisation > Messages or Email administration.
- Notifications about contacts, projects or tasksSet up notifications for individual contacts, projects or tasks in Scopevisio: activate and configure notification profiles via the Further Actions menu.
- Manage communication servicesConnect Slack to Scopevisio: manage communication services to send Scopevisio notifications to Slack channels or individual Slack users.
- Excursus ScoperThe Scoper in Scopevisio: a filtered view of the activity journal with customisable, saveable perspectives tailored to your individual responsibilities.
- The contextualised activity journalContextualised activity journal in Scopevisio: view recent activities related to the currently selected contact, project or document from the right-hand side of the ribbon.
- Manage messages (notifications)Centrally manage all Scopevisio notifications: view, activate and configure all message types from a single form under Organisation > Messages.
- Create commentCreate comments in Scopevisio: use the speech bubble icon in the toolbar to add a comment and optionally link it to a contact, project or task.
- Travel and expenses - overviewTravel and expenses in Scopevisio: submit receipts from the desktop or 2GO, settle advances immediately and send pre-assigned documents to the invoice receipt book.
- Travel expense settingsTravel expense settings in Scopevisio: configure the full process from recording and approval to payment and recharge, and assign the required administrator rights.
- E-mail correspondenceEmail correspondence in Scopevisio: store emails via BCC address, assign supplier email addresses for direct invoice receipt and view transferred emails.
- Set up working with e-mailsEmail integration in Scopevisio: set up a personal BCC address to store emails and assign supplier email addresses for direct invoice receipt book delivery.
- Email tracking, logo and unsubscribe linkEmail tracking and logo in Scopevisio: insert your company logo via the $Logo placeholder to enable email open tracking and add an unsubscribe link.
- E-Mail ScopevisioOutgoing emails in Scopevisio: view all emails sent directly from the system – including quotes, billing documents, Teamwork links and campaign emails.
- Project managementProject management in Scopevisio: bundle project data, documents and billing in a central data pool for the full team, including external partners with limited access.
- Create projectsCreate projects in Scopevisio: bundle all project data and documents in one central pool, integrate external partners securely and manage their access rights.
- Evaluate projectsEvaluate projects in Scopevisio: assign costs and revenue to cost dimensions, analyse income and expenses per project and derive key figures from the data.
- Project categoriesProject categories in Scopevisio: overview of all available project types including sales, customer and organisational projects for structured project management.
- Project collectionsProject collections in Scopevisio Teamwork: share project documents with people who do not have a Scopevisio licence via DMS Teamwork collections.
- Customer projectsCustomer projects in Scopevisio start after a quotation is accepted and link to orders, delivery notes and invoices as part of the document flow.
- Invoice receipt book - basic knowledgeInvoice receipt book basics in Scopevisio: gain an overview of incoming invoices, track verification status, prevent missed discounts and enable mobile approval.
- The distribution of roles in the invoice receipt bookRoles in the Scopevisio invoice receipt book: understand the responsibilities of the author, verifier and approver in the incoming invoice approval workflow.
- FAQs on the invoice receipt bookInvoice receipt book FAQs in Scopevisio: migration requirements, rights assignment and how to recognise whether the new invoice ledger is already activated.
- Invoice receipt book - settings and configurationInvoice receipt book settings in Scopevisio: the central control form for all receipt processes, divided into Settings, Approvals and Rules sections.
- Invoice receipt book - document entry and verificationInvoice receipt book entry and verification in Scopevisio: three perspectives (data entry clerk, factual reviewer, payment approver) and their respective tasks.
- Invoice receipt book - areas and data fieldsInvoice receipt book data fields in Scopevisio: overview of the business objects and fields displayed when processing an incoming invoice in the receipt book.
- The new REBU2GOThe REBU2GO mobile app has been updated to match the full functionality of the new Scopevisio invoice receipt book for mobile invoice approval.
- Invoice exportInvoice export from the Scopevisio Rebu: export pre-assigned incoming invoices as postings in DATEV EXTF format – configure tax keys and chart of accounts first.
- Travel costs and expenses in the invoice receipt bookTravel and expense entries recorded by employees in Scopevisio flow automatically into the invoice receipt book for integrated approval and posting.
- Why you can't book from the rebuWhy you cannot post directly from the Scopevisio invoice receipt book: explanation of the separation between receipt checking and financial accounting posting.
- Direct transfer from the invoice receipt bookTransfer payments directly from the Scopevisio invoice receipt book after approval: requires a default house bank with finAPI access and the appropriate user rights.
- Automatic notification of responsibility in the approval processAutomatic email notifications in the Scopevisio approval process: set up alerts so auditors are informed immediately when an incoming invoice requires action.
- Improving the quality of supplier identificationImprove supplier identification in Scopevisio invoice receipt book using specific rules for known and new suppliers, applied at receipt or during verification.
- Import documents into the invoice receipt bookImport incoming invoices into the Scopevisio invoice receipt book by email forwarding, direct upload or the company email address function.
- Invoice receipt book: Configuration of the settingsInvoice receipt book central settings in Scopevisio: configure VAT ID auto-match, gross/net entry mode, processing stamp display and other key parameters.
- Invoice receipt book: Set up release processesInvoice receipt book approval processes in Scopevisio: configure multi-stage workflows with factual check and payment release stages for incoming invoices.
- Factual check and payment release (main check)Factual check and payment release in Scopevisio invoice receipt book: the auditor verifies invoice content, confirms service delivery and approves or rejects payment.
- Verification (preliminary check) in the invoice receipt bookPreliminary verification in Scopevisio invoice receipt book: the entry clerk formally checks whether the document is a valid incoming invoice before approval.
- Invoice receipt bookInvoice receipt book in Scopevisio: overview linking to all topics including document entry, verification, role distribution, data fields, imports and automation.
- Invoice receipt book: Working with rulesRules in the Scopevisio invoice receipt book: automate processing steps for incoming invoices to speed up workflows and ensure consistent handling.
- The multiple releaseMultiple release in Scopevisio invoice receipt book: approve several invoices simultaneously in the main check to save time; requires the Multiple release right.
- Statistical accountsStatistical accounts in Scopevisio: track non-monetary figures like headcount, office space or vehicle kilometres and use them to calculate KPIs in reports.
- IBAN validationIBAN validation in Scopevisio: check the bank details of all creditors, debtors and house banks in one overview, filterable by account type.
- Create voucher layouts quicklyCreate a voucher layout quickly in Scopevisio: use the layout wizard to design receipts in a few steps, select the fields to display and preview as a PDF.
- Manage keywordsManage keywords in Scopevisio: search, filter and display keywords by category, open or remove selected entries and retrieve detailed tag information.
- Set up online bankingSet up online banking in Scopevisio via the finAPI payment service provider to query account transactions and balances compliant with PSD2.
- Edit project number rangesEdit project number ranges in Scopevisio: define differentiated number ranges for each project type to simplify cost allocation and accurate billing.
- Terms of paymentManage payment terms in Scopevisio: add, edit, remove or duplicate terms, set discount periods and rates, and define a default term for new customers.
- Edit number ranges for contactsEdit contact number ranges in Scopevisio: define your own contact numbering scheme independently from the system-generated, non-editable MasterID.
- Manage basic dataManage basic data in Scopevisio: view company-wide tax office and bank sort code data and import updates provided by Scopevisio AG.
- Manage standard document layoutsStandard document layouts in Scopevisio: drag and drop a layout onto a document type to set it as the default used when no rule applies.
- Manage rules for document layouts and text modulesManage rules for document layouts in Scopevisio: use the rule wizard to automatically select the right layout for each type of accounting document.
- Manage usersManage users in Scopevisio: create user accounts, assign licences and rights profiles, view active user count; requires administrator access.
- System: Manage selection listsManage selection lists in Scopevisio: extend dropdown lists with custom entries under Organisation > Administration > System – requires administrator rights.
- System: Manage business objectsManage business objects in Scopevisio: show, hide or rearrange data fields in any form under Organisation > Administration > System > Manage business objects.
- System: Manage user-defined fields for contacts/tasks/projects/receipts/time recordingManage custom fields in Scopevisio: create user-defined data fields for contacts, tasks, projects, receipts and time recording to capture additional information.
- System: Export system settingsExport Scopevisio system settings (instance, company or user) to transfer configurations between workstations and standardise the setup across your organisation.
- System: Import system settingsImport system settings in Scopevisio: transfer layouts, document rules, work lists and profiles between instances for standardised processes and views.
- System: Manage instance settingsManage instance settings in Scopevisio: import user settings to all employees so they work with a standardised interface, consistent menus and views.
- System: Display change logChange log in Scopevisio: view all system changes for GoBD compliance, filter by time period and other criteria and inspect the details of each action.
- Manage companies of the instanceManage companies in a Scopevisio instance: add new companies using an Additional Company licence or archive and delete existing ones to release the licence.
- Manage companyManage company settings in Scopevisio: link company contact details, set local currency and configure group-wide master data maintenance in the Company form.
- Archive: Manage archived companies and cash registersManage archived companies and cash registers in Scopevisio: permanently remove or restore archived entities – note that archived companies still require a licence.
- Archive: Manage documents and receiptsManage documents and receipts in the Scopevisio instance archive: view, download or remove items – requires the Internal file archive administrator right.
- Manage eCommerce accessesManage eCommerce accesses in Scopevisio: connect online shops, retrieve orders and buyer data, create delivery notes and run financial accounting from one place.
- Manage personal e-mail addressManage your personal Scopevisio email address: use your BCC address to file emails, create tasks, update contacts and upload receipts directly from your inbox.
- Manage company e-mail addressesCompany email addresses in Scopevisio: route incoming supplier invoices automatically to the invoice receipt book or documents to a Teamwork collection via a dedicated mailbox.
- Manage e-mail assignmentsManage email assignment errors in Scopevisio: manually process unassigned incoming emails and diagnose why automatic assignment failed.
- Edit e-mail trackingEmail tracking in Scopevisio: monitor when and with which email client recipients open your outgoing invoices, campaigns and reminders.
- Set up Creditreform login dataConnect your Creditreform account to Scopevisio: enter your membership credentials once to retrieve credit reports on contacts at the touch of a button.
- Time recording settingsTime recording settings in Scopevisio: set up customers, services and project structure as prerequisites for effective time recording and billing.
- Organigram administrationOrganisation chart administration in Scopevisio: use the org chart for invoice receipt book approvals, Teamwork folder permissions or job and employee management.
- Settings > Time recordingTime recording settings in Scopevisio: configure colour scheme for the calendar display and set stopwatch rounding for time tracking entries.
- Settings > SocietyCompany settings in Scopevisio: assign the company contact, set the local currency and configure group-wide master data maintenance and activation options.
- Settings > Invoice areasInvoice areas in Scopevisio: group invoices and postings by branch or office and create separate balance sheet, P&L or BWA reports per invoice area.
- Settings > Document worklistDocument worklist settings in Scopevisio: choose between dialogue and batch posting entry types and specify which file types are displayed for processing.
- If functions are only available in the desktop applicationFunctions available only in the Scopevisio desktop application: download and install the desktop app and log in with your existing user credentials.
- Collection releases for documentsCollection releases for documents in Scopevisio: the document overview shows the number of collection releases per document, with collections listed in the tooltip.
- Two-factor authentication / 2FATwo-factor authentication in Scopevisio: add a cryptographic key pair as a second security layer on top of your password for more secure account access.
- Mass editing of user-defined fieldsMass editing of user-defined fields in Scopevisio: change up to 30 custom fields simultaneously in the contact, project and task overviews.
- Edit travel expense settingsTravel expense settings in Scopevisio: configure the digital process for recording, checking and approving expenses, with support for the REISE2GO app.
- The application does not startScopevisio application won't start: install the new 64-bit client from the customer lounge before September 2024 to ensure continued access after the architecture update.
- Invite more usersInvite users to Scopevisio by email via Organisation > Administration > Manage users; assign full desktop licences or 2GO mobile licences to each new user.
- Special features for headers, footers and tablesTips for headers, footers and tables in Scopevisio voucher layouts: ensure consistent design and correct formatting when editing the odt file in LibreOffice.
- SystemadministrationSystem administration in Scopevisio: manage users, licences, profiles, rights, selection lists, business objects, instance settings and system import/export.
- Calendar and time recordingCalendar and time recording in Scopevisio: overview with links to the calendar, extended calendar functions, time recording and time accounting.
- Settings > ResponsibilitiesCRM responsibilities in Scopevisio: set default marketing representative, sales representative and customer advisor as pre-fill values for new projects.
- Settings > Asset accountingAsset accounting settings in Scopevisio: access the standard configuration forms for depreciation types and asset groups.
- Settings > General project managementGeneral project management settings in Scopevisio: define decision date and end date as mandatory fields and configure the default project name format.
- Settings > Creditreform login dataCreditreform login data in Scopevisio settings: enter your membership number and passwords to enable direct credit enquiries on contacts.
- Automate invoice receipts/teamwork receipts with the "Company e-mail addresses" functionAutomate incoming invoice routing in Scopevisio: configure company email addresses so supplier invoices go directly to the invoice receipt book without manual sorting.
- Edit sales settingsSales settings in Scopevisio: switch between one and two-stage sales processes, activate or deactivate lead management and configure sales potential tracking.
- Define user responsibilitiesDefine user responsibilities in Scopevisio: set default employees for sales projects so CRM fields are automatically pre-filled for each new opportunity.
- Edit security for usersUser security settings in Scopevisio: activate passkeys, configure two-factor authentication and adjust password complexity requirements for your organisation.
- Upload time recording layoutUpload time recording layouts in Scopevisio: a special case handled via OpenScope > Import/Export > Manage document layouts – find and customise the template.
- Create individual document layoutCreate individual document layouts in Scopevisio: configure headers, footers, font, logo and placeholders in odt format for invoices and other receipts.
- Manage user licensesManage user licences in Scopevisio: view available and assigned licences and manage user assignments in the editable table under User administration.
- Placeholders and text modulesPlaceholders and text modules in Scopevisio document layouts: use $-placeholders to automatically insert address fields, invoice items, amounts and other data.
- Manage user profiles and rightsUser profiles and rights in Scopevisio: assign Display and Edit rights per form to control what each user can view or modify across all application areas.
- Scoper and activity journalScoper and activity journal in Scopevisio: overview with links to the introduction, notifications, communication services and contextual activity journal.
- MarketingMarketing in Scopevisio: overview with a link to setting up Web2Lead forms for lead generation directly via your website.
- BillingBilling overview in Scopevisio: links to all billing topics including invoices, products, revenue accounts, tax, correction invoices and recurring invoices.
- 2Go Mobile AppsOverview of all Scopevisio 2Go mobile apps: Finance2Go, CRM2Go, Rebu2Go, Travel2Go, Cash2Go, Receipts2Go, Projects2Go, Starter2Go and the TEAMWORK App.
- Questions and answers (FAQ)General Scopevisio FAQ: answers on updating company contact details, tax information, billing data and other frequently asked account questions.
- TasksTasks in Scopevisio: overview with links to task management, creating tasks from emails, Office Connector, 2GO apps, calendar and Teamwork documents.
- ProjectsProjects in Scopevisio: overview with links to create projects, evaluate projects, project categories, collections and customer projects.
- Extensions and add-onsExtensions and add-ons for Scopevisio: overview of available integrations including Office Connector, Outlook Connector and Acrobat Connector for Teamwork.
- Products (sale)Product sales settings in Scopevisio: configure price groups, gross and net prices, revenue accounts and taxation settings per product.
- Products (Other)Extended product fields in Scopevisio: activate eCommerce-specific data fields to manage online shop integration settings per product.
- Products (General)Product details in Scopevisio: configure product name, number, type (goods, materials, services, rights), description and product group for each product.
- Products (purchasing)Purchasing settings per product in Scopevisio: store suppliers, purchase prices and order units for each individual product.
- Products (stock/warehouse)
- Problems logging in to the customer loungeTroubleshoot Scopevisio customer lounge login errors: fix forgotten password link expiry, browser cache issues and other login error codes.
- Print, send and post outgoing invoicesPrint, send and post outgoing invoices in Scopevisio: generate a PDF preview, send by email and post to financial accounting directly from the invoice form.
- Product units in e-invoicesProduct units in Scopevisio e-invoices: units are automatically translated into UN/CEFACT unit codes when creating e-invoices – C62 is the default for unknown units.
- TipsTips and hints for the efficient daily use of Scopevisio.
- AuthorizationsAuthorisations in Scopevisio: overview of the access rights required for specific functions and forms.
- Products (menu item)Products menu in Scopevisio: manage all products in the product management overview and organise them into product groups for purchasing, sales and storage.
- Login protocolLogin protocol in Scopevisio: administrators can view all client and 2GO logins across the entire instance via the login log in User administration.