Update from February 7, 2018

in FeatureSet 85

Integration of the Creditreform search when creating companies

Contacts, quick creation via <Plus>, Scopen field

When creating a company (contact, debtor, creditor), results from the Creditreform search are also displayed when entering the name. When the search result is selected, the Name, Legal form, Address and Crefonumber fields are automatically transferred. You can also search for Creditreform addresses via the Scopen field. Include the Creditreform company information in the search results (content).

E-mail address for invoice receipt book and teamwork collections

Global > System administration > E-mail and document management > Manage special e-mail addresses

With this function you can, for example, allow your suppliers to send incoming invoices directly to your invoice ledger. To do this, create a so-called mailbot under "Special e-mail addresses" and name it accordingly (e.g. invoices for company xy). The use of the e-mail address can be restricted to a few special contacts, special sender addresses or, for example, a specific contact role (Security area). If the email address [business] of the contact matches the sender, the email is accepted by the system and the attachment is loaded into the invoice receipt book as a new incoming invoice.
The mailbot created here applies to the entire company.

FINANZ2GO

Management reports: Clicking on bars leads to booking details

If you click on a bar in the "Changes" or "Increase/decrease" diagrams in the management reports, a new page is displayed with the booking details for the time clicked on.

Performance improvements

Accounting > Document import
Finance > Banks > Home banking (HBCI)

Extensive performance improvements have been made in both areas. Both the document import and the HBI account retrieval have become significantly faster.

General

Work lists: Table for managing your work lists

All overview tables, <Plus> after the name

By clicking on the plus sign after the name of worklists, you can now access a table that allows you to edit your worklists clearly. You can create new worklists, rename or remove existing lists or assign a short name. You can also click to make a list a favorite and determine in which form and/or menu it should be displayed.

Work lists: extended favorites function

All overview tables, <Plus> after the name

The favorites function is now also available in the following forms Comments, Campaigns, Conversions, My sales projects (sales overview), Time accounting, eCommerce and Client access management (only for tax consulting companies).

Sales

Campaign: Access to the form letters in a campaign even after the campaign has been completed

Sales > Campaigns

In each campaign there is now the new business object "Files", in which the mail merge letters created are also saved after dispatch/export.

Billing

New form for managing removed products

Master data > Manage product groups > Show removed product groups

The new form can be used to view and reactivate removed product groups.

Finances

Banking

All details in the header of the booking mask

Finances > Banks > Home banking/account statements

The details provided by the bank for an account movement are now also displayed in the booking screen. The header data now also contains the following fields

1) ABWA = Alternative ordering party
2) CRED = Creditor ID
3) EREF = End-To-End ID
4) MREF = Mandate reference
5) SVWZ = Intended use

Accounting

Allow rules to continue after hit

Accounting > Posting > Document worklist

Previously, all rules were final, i.e. when a rule was applied, the rule wizard was closed. Now a rule can be marked as continuing ("Further rules after hit"). This means that general rules can be placed before the special posting rules, e.g. for a specific supplier. The set of rules can be called up via the link under the document worklist "Edit automatic rules".

OpenScope

Data sources

The fields "Invoice area" and "Invoice area description" have been added to the data sources quotations, orders, delivery bills, invoices, credit notes and incoming invoices.

Login using SAML with ADFS as identity provider

In addition to realizing Open Authentication (i.e. logging into third-party systems via Scopevisio as Single Sign-On (SSO)), it is now also possible to go the other way round. Scopevisio subordinates itself to other environments so that users can automatically access Scopevisio via these environments with a single sign-on.

Active Directory Federation Services (AD FS) 2.0 can be configured using SAML-based claim authentication (Security Assertion Markup Language). This allows the Scopevisio user to serve as an Identity Provider Security Token Service (IP-STS) for a Scopevisio application in an AZURE shell, for example, and act as a secure single sign-on environment.