Update from September 23, 2020

new release is here! In feature set 109, we have focused on even more automation in travel expense recording and on new functions in Teamwork. Other innovations that will make your daily work easier can be found in almost all main functional areas.

At the same time, we would like to give you a brief overview of what our development team is currently working on. In order to be able to offer you a wider range of services in the future, we are expanding the invoice with the aim of better mapping cross-border transactions as well as special VAT features such as internal sales. This will also involve translating the user interface for English-speaking customers. Last but not least, we are preparing the use of XRechnung.

Despite short-term requirements, such as those arising this year due to coronavirus and the implementation of the resulting economic stimulus package, we have our long-term development goals firmly in sight.

Top innovations in feature set 109 (FS109)

Trip recording: more convenience thanks to new functions

Benefit from additional automation options! Under System administration > Email administration: Manage personal email address, you can select "Travel expenses" as a newly added standard action. All attachments from emails that you send to your personal email address then end up directly in a special document pool that only contains travel expense receipts. The submitter does not need a client license or one of our 2GOs for this. If a trip is recorded in Scopevisio, this Mailbot can be selected as the file source in the respective "Receipt" column via the "Upload" link. You will then be taken to an overview of travel expense receipts received exclusively via Mailbot, which you can assign to an item. If you do not want to make use of the automatic travel expenses function of the standard action, you can still send emails to this document pool by entering [Travel expenses (keyword)] in the subject line.

Furthermore, in the travel expenses settings under the "Other settings" business object, you have the option of specifying whether the receipts received by Mailbot in this way should be read out using OCR. The amounts recognized in this way are automatically entered in the corresponding item in the trip entry form. If there are already manually entered amounts that differ from the recognized amounts, the system will ask whether these should be overwritten with the recognized amounts.

New invoice setting: Invariability of the invoice by fixing

As an existing customer, you can specify in the billing settings whether you want to activate the fixed amount. This is the only way to make the menu item "Freeze" in the multi-button under "Print" available to you in an invoice form. The first printout of an invoice is therefore initially stamped "Draft". Once an invoice has been committed, it can then be posted; this function is not available beforehand. This makes further subsequent editing impossible. This function is deactivated by default.

What's new in Teamwork

Teamwork has new functions in various areas!

In the context menu of an individual document, we have added a new function that you can use to prevent unintentional, simultaneous work on the document. This prevents unwanted overwriting. Right-click on a document to call up the "Open and lock" function, which locks the document for others as soon as it is opened. This makes it impossible for other colleagues to access it while you are working on it.

We have also taken a look at the display of the filter in the "Documents" form and made it customizable: Do you prefer it vertically or horizontally across the width of the form? Depending on your preference, you can now choose how to display it under System menu > System administration > DMS Teamwork > Edit settings: GO Application behavior in Teamwork: Document filter.

Customers who have already migrated have extended options for sharing multiple folders: Teamwork administrators can now easily share any number of folders with a single click. Simply select the desired folders under System menu > System administration > DMS Teamwork: Manage system folders, click on the "Share" button and add the corresponding shares - done!

If you want to restrict who can create and delete folders and collections after the migration, use the new "Teamwork moderator" permission. It is activated by default. If you deactivate it, you can put a stop to unwanted, uncontrolled folder creation.

Further new features

User interface (GUI)

Tables: extended filter for amount column

Are you interested in having only the positive amounts displayed in an overview? Or only amounts of a certain size? Then use the extended filter, which is available in every table that works with the "Amount" column. You can choose to filter out empty, non-empty, positive, negative or amounts within a certain range.

System menu

My Scopevisio: Transferring the filter settings to 2GOs

See exactly what you want to see: The various statuses that you have selected for display in My Scopevisio > Search: Behaviour of the selection list are synchronized in your 2GOs and also applied there.
System menu > My Scopevisio

My Scopevisio: Presettable account sheet period

Are you interested in the details of the current month or rather those of a previous period for personal or G/L accounts? Automate your preferred view of account sheets by selecting them from five different options in My Scopevisio > Advanced > Financial settings and always have the figures that are important to you to hand.
System menu > My Scopevisio

Localization of basic data: Addition of register courts

The "Register courts" entry has been added to the basic data list. The corresponding commercial registers and courts are stored here for Germany, Switzerland and Austria.
System menu > Master data

Tax matrix: new column for mapping DATEV tax keys

To make tax key mapping easier, we have added the new column "DATEV key (reduced period)" to the tax matrix. If you display this column by right-clicking on the table header, you will see the DATEV keys that apply for the period of the tax reductions valid as part of the economic stimulus package.
System menu > Manage accounting

Tax key: 100% input tax possible

The percentage of an input tax key can now be up to 100%. This means that you can also link pure input tax invoices to the expense account and display them in the sales tax validation.
In this context, we have also made changes to the tax rates of tax keys 950, 958 and 958E for customers with an Austrian tax matrix.
System menu > Manage accounting

Company e-mail addresses: Notification in the event of an error message

If you create a mailbot, for example for recording travel expenses, you will also be informed of error messages by email as the standard recipient. If you would like to expand the group of recipients to ensure that error messages do not accumulate unread in your email inbox even during vacation and substitution periods, enter the addresses of colleagues who can respond instead of you under System menu > System administration > Email administration: Company email addresses in the new business object "Notification of error message".
System menu > System administration

Organization

Contacts: new data fields

Academic degrees after the surname should also be taken into account when invoicing, which is why there is the new "Name addition" field in the "Person" business object. Here you will find a whole series of titles that you can add manually. The corresponding placeholder is [Kunde_Namensergänzung].
In the general master data of a company contact, we have created the new "Contractor" field in the "Taxation details" business object in order to identify a contact as such if necessary.
Organization > Contacts

Contacts: Linking sales/expenses by G/L account

Jump directly from the contact file of customers and vendors to the corresponding reports on turnover and expenses? You will now find a link in the customer/vendor details that allows you to do just that.
Organization > Contacts

Time recording: Restricting the selection to your own projects

See only what you need to see so that you can make the right selection more quickly: In the time tracking settings, specify whether you want all or only projects you have worked on to be displayed in the new "Project selection & prefill" field. Accordingly, the list of projects available for selection in the actual time entry will be longer or shorter and therefore clearer.
Organization > Time recording

Travel expenses: Exceptions for additional meal expenses

A new setting in the travel expenses settings in the "Postcode prefixes without VMA" field specifies which zip code areas are not to be taken into account when calculating additional meal expenses. Several areas can be entered using comma separation.
Organization > Travel expenses

Manage imports: new "Payment reference" column

The CSV import of debtors, creditors and postings has been expanded to include the "Payment reference" column, the content of which is also correctly transferred to the field of the same name in the respective forms.
Organization > OpenScope

Projects

Invoices: new "Place of performance" field

The "Place of performance" field has been added to the "Invoice details" business object. It is filled from the customer's contact data by default, but can also be freely assigned via a selection list. It can also be found in all other document types.
The "Country code (LC)" field has also been moved from the "Invoice description" business object to the "Invoice details" business object. It takes its content from "VAT business focus in" from the company settings. This means that all data relating to tax matters is combined in one place.
Sales > Invoices

Finances

Rebu: Transfer of the recorded bank details to vendor master data and open item information

If an invoice is entered in the invoice receipt book for a supplier for whom no vendor role yet exists, the bank details are saved as standard bank details as soon as a vendor is created for the contact from the document worklist. In the case of existing vendors who do not yet have bank details stored, they are added to the master data and adopted as the target bank for the open item. If a vendor has bank details that differ from those entered in the invoice, the new values are saved as additional bank details in the master data and used as the target bank for the specific invoice.
Finance > Rebu

Rebu: more differentiated entries for the recipient possible

In the detailed form for an incoming invoice, the business objects relating to the recipient have been restructured slightly to allow even more data to be entered. A distinction can now be made between service recipient, different goods recipient and different invoice recipient. The new business objects can be displayed if required and can be filled manually.
Finance > Rebu

Rebu: Renaming of columns

There have been a few minor renamings in the invoice receipt book: "Factually checked on/from" is now called "Check status set on/from", "Payment release on/from" has become "Payment release set on/from".
Finance > Rebu

Payment list: automatic assignment of house bank possible

The new option "Apply automatically when adding" in the payment lists of direct debits and transfers saves you from having to click on the "Apply house bank assignment rules" button and the subsequent confirmation dialog when activated.
Finance > Payment runs

Personnel

Wages & salaries: Quick creation of new employee contacts

Do you receive payroll runs via Scopevisio Payroll that contain wages and salaries for new employees who have not yet been created in Scopevisio? Payroll & Salary takes the typing out of having to enter their data first. In the Wage & Salary Import form, this is easily done by clicking on the "Create missing contacts" button. Still new to the subject? Then read more about this in the Wage & salary chapter.
Personnel > Wage & salary

2GO apps

Fast tab navigation: Navigate quickly through all fields, buttons and links of the 2GOs in the browser on the desktop using the tab key. The return key then triggers the selected action.

The same also applies to STARTER2GO: here you can jump from app to app using the tab. Sort your 2GOs according to your preferences using the small arrow buttons on the right and select the respective start pages from the overview without having to open the apps individually.

The filter settings for certain statuses that you have set under System menu > My Scopevisio: Search: Behavior of the selection list are also adopted in the 2GOs. If necessary, they can then be customized there.

API

For entering travel expenses, the following fields have been added to POST /travelentry/new - Create travel expenses and GET /travelentry/{id} - Retrieve travel expenses:

employeeId, accountType, documentnumber, orderId, dimensionNumber, projectId, note, startTs, endTs, startContactId, startStreet, startCitystart, Postcode, startCountry, startFederalState, street, city, postcode, country, federalState, internalNote, stateDone, billable

The ID of activities is output via endpoint POST /subtasks.

POST /campaigns now also outputs the recordCount field with the number of hits for the campaign.

The following web service has been added in order to be able to print invoices via the API: POST /outgoinginvoices/createPdf.

The two web services POST /outgoinginvoice/{number} and POST /outgoinginvoice/new are available for creating and editing outgoing invoices. As they are still in beta status, please check for errors and report them to us.