The following information applies to all booking methods.
Booking options
With Scopevisio you have several options for posting:
Using the batch posting or dialog posting functions. This option is also suitable for paper-based vouchers.
Via the document worklist. This option is document-based, i.e. requires a document (incoming or outgoing invoice or other document).
Bank transactions via imported data (finAPI or alternatively camt.53/MT940), more on this under Banks.
Posting is particularly efficient if you set up and automate recurring postings or use posting templates.
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Specify whether the external voucher number should be a mandatory field when entering a posting with a financial or personal account. Postings can be identified using the external document number. In the case of an incoming invoice, for example, the external document number corresponds to the invoice number. This value is automatically entered when using the invoice receipt book.
Also select whether the internal document number should be a mandatory field when entering a posting. If you are working with the invoice receipt book, the field with the internal invoice number is pre-assigned, but can be edited.
The posting text can also be defined as a mandatory field.
Set whether the document type selection is displayed in batch or dialog posting. By selecting a document type, the field names of the posting screen are adjusted to facilitate account assignment (see screenshot below).
The posting type is an alphanumeric value and can provide additional information during posting entry. Here, for example, "ZE-BK" can be created as a posting type so that it is clear at a glance that it is an incoming payment by bank.
Specify whether the entry is made via the document worklist as a batch entry or as a dialog entry.
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