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
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
Travel and expenses
Products (menu item)
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
Invoicing
- Billing process - overview
- Products, revenue accounts and sales tax in invoicing
- Billing [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
- Invoice receipt book - settings and configuration
- Invoice ledger - document entry and verification
- 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
- 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
- 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
- Administration - the form
- Manage users
- Manage user licenses
- Manage user profiles and rights
- Invite additional users
- Edit password security for users
- Store user responsibilities
- System: Manage selection lists
- System: Manage business objects
- System: Manage user-defined fields for contacts/tasks/projects/receipts/time tracking
- System: Export system settings
- System: Import system settings
- System: Manage instance settings
- System: Display change log
- DMS Teamwork: Edit settings
- DMS Teamwork: Manage users
- DMS Teamwork: Manage user groups
- DMS Teamwork: Manage folders
- DMS Teamwork: Manage system folders
- DMS Teamwork: Create HTML layout for Teamwork e-mails
- Manage companies of the instance
- Manage company
- Archive: Manage archived companies and funds
- Archive: Manage documents and receipts
- Manage eCommerce accesses
- Manage personal e-mail address
- Manage company e-mail addresses
- Manage e-mail assignments
- Edit e-mail follow-up
- Set up Creditreform login data
- Set up DATEV RDS1.0
- Time recording settings
- The Scopevisio Shop
- Manage messages (notifications)
- Organizational chart administration