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The open item list opens with a worklist header, whereby Scopevisio offers three worklists as standard. More on working with and without worklists.
Two of these are classic views (all items, only the open items), the third is a list without grouping with which the lines can be sorted by (absolute) amounts, among other things. We recommend that you do not change the prepared lists, but save your adjustments under a new name.
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Personal account number
Personal account name
Total balance (does not take filters into account)
Current account (the corresponding debtor/creditor account)
If you view the open items without grouping, you can sort by almost any column (e.g. absolute total amount). The extended table filter is still available.
Display of the correspondence account with balance
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There are several buttons below the table. You can find more information on this in the general explanations on clearing.
Further functions
You can use the three dots at the top right to start the clearing wizardassistant and the Open items form on a key date; the old open items list can be called up here until the beginning of 2024 at the latest.
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