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.