Master data
11 articles
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.