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Scopevisio's "Organization" functional area offers a range of tools and functions that support companies in making their internal processes more efficient, improving collaboration and optimizing the organization as a whole.

Contact management

• Contacts: All contacts/persons/companies/partners
• Edit contacts
• Filter contacts
• Contact roles
• customers
• Manage imports: Import contacts
• Manage exports: Export contacts
• Assign employees
• Merging duplicates
• Contact authorizations

Task management

• Task management
• Create task from an email
• Create task with Office Connector
• Create a task with 2GO applications
• Show tasks in the calendar
• Create task from Teamwork document

Calendar and time tracking

• Calendar
• Calendar - advanced features
• Time tracking
• Time accounting

Scoper and activity journal

• Introduction to
• Activity journal
• Messages (notifications)
• Notifications about contacts, projects or tasks
• Managing communication services
• Excursus Scoper
• The contextual activity journal

Activities

• Create comments

Travel and expenses

• Travel expense settings

Products (menu item)

• Product management
  • Products (General)
  • Products (Sales)
  • Products (Purchasing)
  • Products (Other)
  • Products (stock/warehouse)
• Product groups
• Product groups

E-mails

• E-mail correspondence
• Set up working with e-mails
• Email tracking, logo and unsubscribe link
• E-Mail Scopevisio

projects

• Project management
• Create projects
• Evaluate projects
• Project categories
• Project collections
• Customer projects

orders

Services

• Delivery notes

Invoicing

• Billing process - overview
• Products, revenue accounts and sales tax in invoicing
• Billing [Invoices]
  • Create outgoing invoices
  • Free text in invoice documents
  • Electronic invoices
  • Down payment, partial, partial and final invoices
• Recurring invoices
• Correction invoices
• Travel invoices
• Sending invoices
• Invoices in English
• Dimensions in accounting documents

Invoice receipt book

• Invoice ledger - basic knowledge
• Importing documents into the invoice receipt book
  • Automate invoice receipts/teamwork receipts with the function "Company e-mail addresses"
  • Supplier invoices from web portals with invoicefetcher
• Invoice receipt book - settings and configuration
  • Invoice receipt book: configuration of the settings
  • Invoice receipt book: Set up release processes
  • Invoice ledger: Working with rules
• Invoice ledger - document entry and verification
  • The distribution of roles in the invoice ledger
  • Verification (preliminary check) in the invoice ledger
  • Factual check and payment release (main check)
  • Invoice ledger - areas and data fields
  • Multiple approval
• Quality improvement of supplier identification
• Automatic notification of responsibility in the approval process
• Direct transfer from the invoice receipt ledger
• Why you can't post from the rebu
• Travel costs and expenses in the invoice receipt book
• Invoice export
• The new REBU2GO
• FAQs on the invoice ledger

Master data

• Master data - The form
• Document layouts
  • Define company details for quick layout
  • Create individual document layout
    • Special features for headers, footers and tables
  • Manage standard document layouts
  • Placeholders and text modules
  • Manage rules for document layouts and text modules
  • Upload time recording layout
  • Placeholder overview
• Manage accounting
• Contacts/persons/companies/partners
• Manage basic data
• Edit number ranges for contacts
• Payment terms
• Edit billing number ranges
• Edit sales settings
• Edit revenue account preallocation
• Edit project number ranges
• Edit settlement settings
• Set up asset accounting
  • Update the calculation method of asset accounting
• Edit depreciation types
• Set up asset groups
• Manage house banks
• Edit payment transaction settings
• Manage bank statement rules
• Set up online banking
• Manage keywords
• Create document layout quickly
• IBAN validation
• Statistical accounts

System administration

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