Master data - The form

Master data management is a central element of Scopevisio. Maintain a variety of basic settings for contacts, projects, invoicing, accounting, assets, personnel, banks, keywords, document layouts, languages and text modules as well as products.

The form

Under Organization > Master data you will find a form with numerous calls. Due to their complexity, each of these calls has its own article, which you can access separately via the table of contents or by clicking on the corresponding link.

The individual areas and their calls

Contacts

Manage contacts

Merging duplicates

Edit number ranges for contacts

Edit payment terms

Manage basic data

Projects

Edit project number ranges

Accounting

Edit accounting settings

Edit accounting number ranges

Edit sales settings

Edit revenue account preallocation

Manage customer accounts

Accounting

Manage accounting

Set up document worklist

Assets

Set up asset accounting

Edit depreciation types

Set up asset groups

Personnel

Wage & salary settings

Banks

Manage house banks

Edit payment transaction settings

Manage bank statement rules

Set up online banking

IBAN validation

Keywords

Manage keywords

Document layouts

Define company details for quick layout

Create document layout quickly

Create individual document layouts

Manage standard document layouts

Manage rules for document layouts and text modules

Manage products

Manage products