REISE2GO

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

Mobile and flexible with REISE2GO: Record, manage and submit your travel expenses on the go, check trips that have already been entered and access your data at any time - no matter where you are. As in the other 2GO applications, you can also view and edit your contacts, tasks or documents stored in Teamwork.

Log in

To use the web app, log in to https://www.scopevisio.com/ or access the link via your Scopevisio portal. You will need the same login information as for the Scopevisio application on your computer.

Alternatively, you can also download REISE2GO as an app 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.

Basic functions of REISE2GO

By default, REISE2GO opens in the Travel menu item. This is highlighted in yellow due to its selection. All trips already entered by the user are clearly displayed here in a table.

  1. You can use the New button to add a new entry within the selected menu item, for example to enter a new trip.

  2. You can expand or collapse the left-hand side menu as required by clicking on the three white bars.

  3. You can find direct links to our online help and support via the three dots at the top right. Here you can also change the company and log out.

  4. In the search field, you can search for entries depending on the menu item, for example for trips that have already been recorded. The filter function allows you to find the entry you are looking for more quickly.

  5. This allows you to select several trips at once.

  6. Use the Time interval button to specify the period for which you want to display trips.

Arrow symbols help you to navigate and scroll. In many views you will also find icons for editing (pencil) and saving (diskette) or canceling (X).

Functions

With REISE2GO you always have the following menu items at your fingertips: Travel, Calendar, Time entries, Contacts, Tasks, Documents and Settings. The individual functions are described below.

Travel

All trips already entered are displayed in the Trips menu item.

You can add a new trip using the New button.

The following shortcuts are available for entering dates quickly:

Yellow fields are mandatory fields. These include details of the traveler and the start and destination addresses.

You have the option of entering your travel costs, costs for accommodation and meals, ancillary costs and an advance already received.

At the end of the form, you will be shown the total of the recorded travel expenses, the advance payment (if applicable) and the total amount requested (reimbursement amount).

Calendar

The Calendar tab displays your calendar stored in Scopevisio from within REISE2GO . Here you can search for specific trips, projects, time entries or tasks, for example. Trips that have already been entered are entered in your calendar and are highlighted in color. Click on the highlighted area to open the trip you have already entered and all relevant information will be clearly displayed.

Time entries

  1. Create a new time entry.

  2. Release an entry for billing.

  3. Select a time interval for display.

  4. Here you can see the reference object, e.g. project, to which the time entry belongs and can open it via the link.

  5. shows you the status of your recorded time entry.

  6. Use the action button to contact the client or create a task.

You can also create a trip directly from a time entry:

Open a time entry that has already been created and click on the suitcase icon at the top left.
The travel expense entry form opens, in which all the necessary fields have already been filled with the data from the time entry.

Projects

The Projects menu item offers you the following options

  1. Create a new project directly from the app.

  2. The filter and the search field allow you to customize the view.

  3. Tap on a project to go to its detailed view.

  4. Scroll through the project view.

Contacts

The Contacts menu item gives you 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 open Google Maps via Route to generate 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 contacts

  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. For this, we recommend using the landscape view on a tablet without an expanded menu.

Tasks

The Tasks menu item provides access to a task list.

  1. Search for specific terms in your tasks.

  2. You can create new tasks here.

  3. Click on one of the tasks to open its details, which - like the task itself - can also be edited from within REISE2GO . To do this, click on the details provided with a link or on the pencil symbol in the top right-hand corner.

  4. Click on the action button to create a new task for the employee in question.

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 will be displayed.

  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 an empty space below the reference file opens a new form with general information, further details, comments, versions and the document preview.

You can also easily scan your receipts with your smartphone and save them directly in Teamwork.

Settings

You can customize REISE2GO under Settings :

  1. In the Personal Scopevisio email address section, you can set your email agent. If you tick the checkbox, emails that you send from REISE2GO are automatically saved directly to the contact when they are sent in Scopevisio.

  2. Here you select the menu item that REISE2GO displays as the start page.

  3. Specify how tasks and projects are to be displayed in the calendar.

  4. You determine the start time of time entries here.

  5. If you want to enter the tax rate manually, check the box here.