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Depending on the product line selected, Scopevisio offers several charts of accounts as templates when setting up financial accounting. The SKR03 and SKR04 charts of accounts based on the DATEV standard are most frequently selected.

By using one of our predefined charts of accounts, all the necessary settings for the entire ERP system have already been made. Starting with revenue accounts linked to products and predefined banking accounts through to the complete tax matrix and all standard financial reports, you receive an all-round package when you choose a standard chart of accounts.

If your individual chart of accounts can be traced back to one of the common standards or if you work with a standard extended by individual accounts, we always recommend using a standard chart of accounts as a basis. Individual (customized) accounts can be adapted at any time or simply added by duplicating them.

If none of the standard charts of accounts offered are suitable for you, Scopevisio also gives you the option of using a completely freely defined chart of accounts.

In this case, this document provides you with instructions on how to set up the Scopevisio ERP software yourself.

As the creation of a chart of accounts has far-reaching effects on the entire system, we would like to explicitly point out that this setup guide is aimed at financial accounting experts.

Please note that our free hotline cannot provide support for individual charts of accounts. However, we can offer you a system set-up service on request, which will make all the expert settings for you.

Regardless of whether you opt for an individual or a system chart of accounts, once you have chosen a template, it cannot be changed later. Set up your chart of accounts immediately after going through the setup wizard to ensure the basic connections throughout the system.