Update from April 10, 2019

Owned by Peter Schöll
Okt. 14, 2024
4 min read

 

Top innovations in feature set 96 (FS96)

Invoice receipt book

Automatic checking and approval

Are you responsible for invoice entry, checking and payment approval in one person? Do you receive a lot of invoices for small amounts? Let Scopevisio work for you: automate your incoming invoice workflow with the help of the set of rules!
Simply specify in Invoice verification that factual verification and payment release should run automatically, and you can concentrate on your core activities again.
System menu > Manage accounting > Invoice receipt settings > Rules

Supplier cover letter now available as a text module

Scopevisio makes your work easier! We help you to inform your suppliers about the topic "Company e-mail address" or about the digitalization of your invoice receipt. We have stored new text modules in the system data for this purpose. With just a few clicks and without lengthy formulation, you can notify your suppliers by e-mail. You can find detailed instructions here.
Sales > Campaigns > E-mail dispatch > Select text module

Automatic e-mail notifications

It couldn't be more practical - manage the automatic e-mail notifications of the responsible inspectors centrally in the invoice ledger settings! The invoice ledger administrator can easily activate or deactivate this function for all relevant users.
System menu > Manage accounting > Invoice receipt settings > Approvals

For our customers who work exclusively with the mobile apps REBU2GO, BELEGE2GO and FINANZ2GO, we have extended their functionality and adapted it to that of the desktop client: Under "Settings", you can now activate/deactivate the email notifications that inform you about incoming invoices to be checked. This allows you to work exclusively as required and saves you unnecessary checks for any incoming invoices.

Would you prefer to watch the top new features in our video on feature set 96? Our employee Daniel Quast will be happy to introduce them to you!

Further innovations

User interface (GUI)

Where has home banking gone again? Exactly where you were used to it - only now it's called online banking.
Finances > Banks > Online banking (HBCI)

Organization

Data sources

We are expanding the functionality of our data sources!
We have therefore added the columns "Delivery bill status" and "Invoice status" to the "Delivery bill" data source and the column "Invoice type" to the "Outgoing invoice" data source.
In addition, we now offer you the "Financial planning" data source. This means that budgets can also be displayed outside of Scopevisio.
Organization > OpenScope > Data sources

Manage imports

In order to keep the terminology clearer, we have renamed the menu items "Import G/L accounts, customers, vendors and posting records in CSV format" and "Import postings in batch" to "Import G/L accounts, subledger accounts and posting records in CSV format" and "Import G/L accounts, subledger accounts and posting records in batch".
Organization > OpenScope > Import & Export > Manage imports

The error message for unsuccessful batch import now names the type of data import that failed. This saves you time and lets you know immediately what requires your attention.
Organization > OpenScope > Import & Export > Manage imports > Import G/L, person accounts and posting records in batch

We now report back to you explicitly if G/L accounts, customers and creditors could not be imported/successfully imported.
Organization > OpenScope > Import & Export > Manage imports > Manage all import runs

Projects

Invoice types

The choice of invoice type announced in the last feature set has now been activated for all users. You have the option of creating not only individual invoices, but also down payment, partial, partial or final invoices. Scopevisio will take care of the corresponding VAT transfers for you at the right time.
Projects > Invoicing > Invoices

Finances

Invoice receipt book migration

Scopevisio thinks along with you! Vendors without a supplier role are added to the "Supplier" role during migration from the old to the new invoice ledger if an incoming invoice already exists. This saves you work - and you can immediately access the assigned invoices from different perspectives.
Contacts

Vendor bank details

Do you want to keep track of all changes? Here you go: Removing, adding and changing bank details for creditors is logged (as with debtors) and taken into account in payment proposals.
Finance > Payables > Creditors

Advance sales tax return

We eliminate ambiguities - to ensure that the transmission of your data will be successful, the availability of the ELSTER server can now be queried from Scopevisio.
Finance > VAT > Advance VAT return > Submit to tax office

2GO apps

Our mobile applications are also keeping pace - the native apps (Android, iOS) have been updated in the respective stores with version 1.12.1 to the status of Featureset 95.1.

API

Interesting for our REST API users: Incoming invoices can now also be queried by ID in addition to the internal document number:

  • ingoingInvoice/{idOrNumber}

  • ingoingInvoice/{idOrNumber}/file

  • ingoingInvoice/{idOrNumber}/teamworkFileLink

The endpoints /incominginvoices and /incominginvoices/{number} output the fields "Service date from" and "Service date to".

Search criteria can now be linked with OR. Further information on this can be found in our documentation.