KASSE2GO

Owned by Peter Schöll
Last updated: Okt. 16, 2024
8 min read

Your mobile app for secure cash register management - even when you're on the move. Simply photograph receipts with your smartphone!

Start KASSE2GO

You can also download KASSE2GO directly from the App Store or Google Play Store onto your mobile device.

We recommend working with the native apps on smartphones or tablets, as these make ideal use of the comparatively small screen surface.

System requirements

Scopevisio KASSE2GO is based on HTML5 and works independently of operating systems as it opens in your web browser. However, we recommend the following system configuration for optimum display and functionality:

  • Operating system: at least iOS 11 or at least Android 7 (Nougat)

  • Browser: current versions of Firefox, Chrome and Safari (iOS)

KASSE2GO is optimized for tablets, but can also be used on smartphones.

Log in

A login screen opens in your browser. Log in there with your e-mail address and password.

Document portal users may receive access information from their tax advisor.

 

KASSE2GO - app and desktop client

The menu navigation and operation of KASSE2GO are described below.

Cash registers

The app opens on the Cash registers menu item.

  1. You can enter a search term for a specific menu item in the search field.

  2. Depending on the menu item, you can filter according to various criteria.

  3. Open (editable) till sheets are white.

  4. Closed cash sheets are gray.

  1. You can expand and collapse the menu bar by clicking on the three white bars.

  2. The selected menu item is highlighted in yellow.

  3. Click on an open cash sheet to enter cash movements.

Enter movements

In the open till sheet, enter a till movement using the New button.

The input screen opens:

  1. Enter the amount to be recorded.

  2. Here you can choose between receipts or expenses. If you tap once in one of the two fields, you will be offered a selection list. Press Enter to confirm your selection. The field is outlined in yellow and the selected entry is automatically

  3. automatically adopted as the voucher text. However, you can also enter free text.

  4. Enter a note text for your internal documentation.

  5. Click on Receipt if you want to upload a receipt from your (mobile) device/computer or from Teamwork. With a tablet or smartphone, you can also take a photo of it directly and upload it. To issue a receipt, the receipt layout should have been created in advance in the client. A PDF file is then created from this.

  6. Save and New records the cash register movement and opens a new input screen. The recorded movement is then displayed at the bottom under Current cash movements .

  7. The cash balance in the header is updated immediately after saving the last entry.

  8. Select the back arrow to return to the cash register sheet.

When entering data on a PC (e.g. if you are using the receipt portal), you can navigate from field to field using the Tab key, open selection lists using the Enter key, select an element using the arrow keys and confirm the selection by pressing the Enter key again. The current field is highlighted with a red border.

Quick entry help for desktop version

The following optimizations have been made in the desktop version of KASSE2GO , which are particularly relevant for the mass entry of cash register transactions:

  • The entry of a date is also recognized without a separator (in the format DDMMYYY or DDMMYYYY).

  • The following abbreviations are also available for quick date entry: g - yesterday, h - today and m tomorrow. Amount and date pickers can be exited with ESC.

  • Filter lists for document text, customer/supplier and dimensions (cost center, cost unit, project) have also been added. Whether these are displayed depends on the cash register settings in your instance.

Subsequently adding/canceling a receipt to a cash movement

In the open cash register sheet, click on a cash movement to open its details if you want to upload a receipt or cancel the business transaction afterwards.

On the following screen you can

  1. subsequently assign a receipt to the cash movement. Here too, you can choose between uploading from your (mobile) device/computer, from Teamwork or by taking a photo directly.

  2. Cancel the recorded movement, as it can no longer be removed. This is documented accordingly in the till sheet.

 

It is possible to subsequently assign a receipt to a movement in a closed till sheet.

However, it is not possible to cancel movements in already closed till sheets.

Cash balance

Before you close a cash sheet, you should count whether the actual cash balance matches the cash sheet. This process is called a "cash count".

Select the cash sheet you want to close and tap the Cash balance button:

Count the physical amount of money (1) in the till and compare it with the book cash balance (2). Both amounts should match. In the top right-hand corner there is a PDF button (3) that creates a count log and stores it on the closed cash sheet. This log enables Scopevisio to comply with the documentation obligations under GoBD.

Closing the cash register

The PDF button automatically takes you back to the till sheet on which the count log PDF is now stored (1). If you carry out a cash register balance several times per cash sheet, the current document replaces an older one.

You can now close the till sheet by tapping on the corresponding button.

After you have clicked on the Close button and confirmed the security prompt with Close , the overview of the till sheets opens again.

As soon as you have completed a cash sheet, it can be posted. The current legal regulations stipulate that the posting should take place promptly. Depending on how you work, the completed cash sheet is either sent to your tax advisor for posting or is available as a posting proposal in Financial Accounting if you have the Scopevisio Finance application.

Contacts

The Contacts menu item provides access to your Scopevisio contact management with all associated information. You can restrict the view in the filter field.

If you click on a displayed contact, the link takes you directly to the associated file. There you can see data, tasks and communications (documents, e-mails, comments, etc.) that are saved for the contact, as well as the contact owner. You can export the contact as a vCard or display directions.

Of course, you can also create new contacts under this menu item (see numbering in the image):

  1. create new contacts

  2. change and complete existing ones

  3. write an e-mail to the contact

  4. call the contact

  5. create a task for the contact owner with reference to the contact. We recommend using the landscape view on a tablet for this.

Tasks

The Tasks menu item provides access to a task list.

The tasks can be filtered by responsibility, contact, due date, start date, status and priority.

You can view tasks as well as create, edit or delete them. Activities, priorities, due dates, responsibilities and processing status can be stored for each task. Tasks and activities can also be assigned to a specific contact and delegated to a responsible person.

Clicking on a task opens its details, which - like the task itself - can also be edited from within KASSE2GO . To do this, click on the details provided with a link or on the pencil symbol in the top right-hand corner.

Documents

In the Documents menu item, you can access Scopevisio's document management system Teamwork:

  1. You can upload new documents directly from your mobile device to Teamwork.

  2. Here you can enter a search term for a full-text search.

  3. To limit the full-text search, you can filter on the collections available to you. The filter setting is displayed. The collection displayed is also the one to which new documents are uploaded (see 1).

  4. You can access your Teamwork web client via the Teamwork Weblogin link.

  5. Click on the document preview to display the document.

  6. Clicking on a free space below the reference file opens a new form with general information, further details, comments, versions and the document preview.

Scopen

The Scopen menu item takes you to the Scopen form for a Scopevisio-wide full-text search.

Here you can, as usual

  1. Scopen

  2. Filter

Search your entire company in Scopevisio, as you are familiar with from the Scopevisio client application, according to the selected filter criteria. If you scroll through all content for a search term, you will see all elements that contain the term or character combination entered.

Settings

You can customize your KASSE2GO under Settings :

  1. In the Personal Scopevisio e-mail address area, you can set your e-mail agent. If you tick the checkbox, emails that you send from KASSE2GO are automatically archived in Scopevisio.

  2. Here you select the menu item that KASSE2GO displays as the start page.

  3. Remove the check mark for Enter amount with simulated keyboard when working on the desktop; it is only useful for tablets and smartphones.

  4. A font size of 90% is recommended for display on the desktop and a font size of 100% for display on the tablet.

Change company or log out

If you have created several companies in your instance, you can switch to another company from any menu item using the three dots at the top right. You can leave Scopevisio using the Log out button. You will also find links to the user manual and support here.