With the settings export ("Settings"), you can transfer Scopevisio settings from one workstation to any number of others.
This allows you to work with the same software and the same views, menus, etc. throughout your company. This helps you to introduce the software more quickly and standardize work processes.
Configuration types (types of settings)
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Instance: with this configuration type, you can export user profiles and thus assign standardized rights in all your instances. Select the settings to be exported using the checkboxes at the beginning of the line. If you want to export all settings of a type, check the box in the column header. Click on Export andto save the file to your hard disk. Carry out the process for the other setting types if you wish.
You need the appropriate rights to import and export company and instance settings. For example, you cannot export user profiles if you do not also have the Company and User - All rights user profile.
Exporting settings
Select Organization > Administration > System / Export system settings.
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You can save the generated .pck file in a suitable location in order to hand it over to your employees.
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Note the scroll bar: there are more settings available than are apparent at first glance.
Exporting templates is useful if you want to save time and work with standardized forms.
Prepare settings
Open your application or register a free trial instance.
All exportable views and functions are described below.
If, for example, you want a uniform user interface for your employees, but it does not correspond to your own settings in Scopevisio, simply register a free test instance with the corresponding licenses. In this instance, you create the employee settings and export them.
Accounting has different requirements than sales or customer service. In Scopevisio, you can set up the right interface for each department. All forms and functions are gradually adapted to complete the settings.
My Scopevisio
Many My Scopevisio settings can be transferred to other instances.
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The Scopevisio forms are made up of information units - the business objects. These are blocks of information in which thematically related fields are grouped together and given a heading. For example, the contact form contains the "Address" business object with the data fields for street, zip code and country.
You can show and hide business objects and move them within the form, and show or hide the individual data fields. In this way, you can design your own personalized forms. The views of each individual contact role can be customized independently and transferred to other instances via export.
The positions of the displayed business objects are transferred via the user settings Contact UI settings, the displayed data fields in the business objects via the company settings Business object customizations.
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Table views
You can show and hide table columns and change their order.
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Bank statement rules and document worklist
You can use bank statement and document worklist rules to create conditions that automatically suggest a posting for an account movement or incoming invoice.
You use layout rules to determine which layout is used to create your various accounting documents.
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Practical for franchise chains and chain stores: offers, invoices and other sample documents that you have already created in your own company layout can be rolled out company-wide in the form of settings.
Scopevisio also offers the creation of the required document layouts as a service.
Set up my menu individually
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