System administration
68 articles
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 > AccountingAccounting settings in Scopevisio: overview of configuration options including clearing accounts, document worklist, posting mask, account codes and number ranges.
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.