Update from September 19, 2017
in FeatureSet 83
Start in the preferred worklist
All worklists
You can save your preferred worklist as a favorite in each overview. To do this, simply click on the asterisk next to the name of the worklist. When you call up the menu item again, the program automatically starts with the preferred worklist.
Recycle bin for Teamwork documents
DMS-Teamwork > Documents > Further actions
In response to many customer requests, Scopevisio has implemented a recycle bin for Teamwork documents. You can find it under "Further actions" (double arrow at the top right of the application).
Removed documents are first moved to the recycle bin. From there, they can be restored or permanently removed individually or via multiple selection. Alternatively, the entire recycle bin can be deleted.
Improvement in the invoice receipt book approval workflow
Set status and person responsible via mass change
Finance > Payables > Incoming invoices
In the invoice receipt book overview, both the check and payment status as well as the person currently responsible can now be edited via mass change.
Restrict the invoice receipt book to the person responsible
System administration > User administration > Manage user profiles and rights
Under the Finance profile, you will find the new right "Invoice receipt book (check/release)". Users who have been assigned this right will only see the invoices in the invoice ledger for which they are currently entered as the person responsible.
More transparency in the contact file
"Comments" business object for contacts
Add further comments from projects or tasks of this contact in the comment of a contact. To do this, activate the desired documentation levels in the "Additional reference" selection box.
Further changes
General changes
Mass editing of user-defined fields
Lists of contacts, task lists, project lists
In the overviews of contacts, projects and tasks, the 30 user-defined fields can now also be changed using mass editing.
More addresses also in the overview
Lists of contacts
All address fields of the six possible addresses can now be displayed in the contact overviews.
Image search improved
Contacts > People, double-click on the profile picture
The image search for people has been extended to include the title and employer, which means a better hit rate can be achieved.
Business object company data in the setup wizard
Scopevisio start page > Setup wizard
In the setup wizard, Company data tab, the "Company data" business object has been supplemented with the data fields Commercial register / number and Employer's liability insurance association. The previous "Trade association" business object has been removed.
Number of table entries
All tables
If a table is opened or filtered, the total number of entries is displayed as a tooltip at the bottom left.
"Saving" comments
"Comments" business object for contacts, projects, tasks
The "Save" button in the "Comments" business object has been renamed "Add".
DMS Teamwork
Collection approvals column in the document list
DMS-Teamwork > Documents
The "Collection releases" column has been added to the tabular overview of documents. It shows the number of collection releases of the respective document. The collections are listed explicitly in the tooltip.
Billing
New placeholders for dimensions in billing documents
OpenScope > Import & Export > Manage document layouts
The following new placeholders have been implemented for the output of dimension accounts in billing documents:
{Dimension1CostCenterNumber}
{Dimension1CostCenterName}
{Dimension1CostCenterNumberAndName}
...
{Dimension10CostCenterNumber}
{Dimension10CostCenterName}
{Dimension10CostCenterNumberAndName}
Invoices: Query before overwriting the dimensions
Billing > Invoices
If the revenue account is changed when creating invoices, you will now be asked whether previously entered dimension accounts should be retained or whether they should be refilled from account preallocations.
Billing documents: New option for the file name
Master data > Billing > Edit billing settings
You can choose between three possible variants for the file name generated by Scopevisio:
Document type + document number (default, old behavior)
Customer number + document type + document number (new)
Document type + document number + customer number (new)
The customer number is filled as follows: If the customer is a customer, the customer number is taken from the customer role. If there is no customer for the customer, the contact number from the General role is stored, provided the field is filled.
Finances
Own authorization per bank account
Master data > Banks > Set up online banking
Each home banking access can now be assigned individual authorizations during setup. "Private" accesses can be set to "Personal" and thus "hidden". Account movements or balances can only be accessed by authorized persons.
Change for existing customers: The query logs can now only be viewed by users with a "Company and user profile", a corresponding message is displayed.
Advice notes now with BIC and IBAN
Finances > Banks > Direct debits/transfers
The entire bank details (incl. IBAN and BIC) are now shown under Bank details.
Accounting
Cash registers: New setting for dates in the future
Accounting > Cash > Cash overview
Under Settings, business object "Other settings", the option "Allow future date = No" can now be used to prevent a future date from being entered when recording cash movements.
Attachments
Change log - ensuring GoBD compliance
Attachments
As long as a financial year is not closed, changes can be made to the master data of an inventory or fixed asset (depreciation date, depreciation start date, depreciation amount, book value, depreciation type and useful life). These changes are now displayed collectively in the "Event log" tab. Each change can also be commented on.
Adjustment of the input mask
Assets
The fields in the input screen for fixed assets have been rearranged for better clarity.
Renaming when entering manual transactions
Assets
The following changes have been made to the screen for entering manual transactions (e.g. partial retirement) of fixed assets:
Upper limit -> Maximum amount
Existing -> current quantity
Quantity -> Change in quantity
Posting -> Business transaction
Dimension as mandatory entry when posting depreciation
Assets > Depreciation runs
If dimensions have been coded as a mandatory entry when posting, the system checks during the depreciation run whether the dimension account is filled for all postings. If this is not the case, the depreciation run is interrupted with a corresponding message.
Acquisition before the depreciation date
Assets
It is possible to enter an acquisition before the depreciation start date. However, no acquisitions can be entered before the depreciation start date.
OpenScope
Addition of contact and project when importing time recording entries
OpenScope > Import & Export > Manage imports > Import time entries
When importing time entries via the client or via the TimeEntry.importCsv web service for which the contact and/or project have not been set, this information is added where possible. The priority when setting the data is based on the order of the fields in the GUI:
To complete the contact data, the project is used first, then the task and finally the order; the project is completed in the order of task first, then order.
Export in DATEV format
OpenScope > Import & Export > Manage DATEV imports/exports
The expiring DATEV mailing format has also been replaced by the current DATEV format in the export area. This means that both imports and exports to and from DATEV are now fully possible.
Data sources
New data source: Comments
OpenScope > Data sources
All comments can now be output via data source.
Addition of the data sources quotation, projects, sales projects, tasks.
OpenScope > Data sources
The following fields are now also available in the Offer data source:
As-if salary (months)
Amount (As-if-Sold)
Amount of the offer weighted (as-if-salary)
Amount of the offer weighted (in the forecast, as-if-sold)
The user-defined fields have been added to the data sources Projects, Sales projects and Tasks.
2GO's
REBU2GO: In REBU2GO, approvals can now only be issued under the "Release" item. For this purpose, the items "Details" and "Release" have been swapped in the incoming invoice area.
Web service
User-defined fields in the web service
As with the existing "contact/ContactCustomFields.read" web service, web services have been added for other objects:
Project -> enterprise/ProjectCustomFields.read
Task -> enterprise/TaskCustomFields.read
As with the existing "contact/ContactCustomFields.update" web service, web services have been added for the following objects:
Project -> enterprise/ProjectCustomFields.update
Task -> enterprise/TaskCustomFields.update
Similar to the existing web service "contact/Contact.setCustomField", web services have been added for further objects:
Project -> enterprise/Project.setCustomField
Task -> enterprise/Task.setCustomField
The following changes are relevant for our customers who are already working with the new version of sales projects.
New data source: "Projects (sales projects)"
OpenScope > Data sources
All sales projects can now be displayed per data source.
Default setting for sales project status to be displayed
My Scopevisio (cogwheel at the top right of the screen)
In the "Behavior of the selection list" business object, a preselection of statuses can be made under "Sales project statuses to be displayed".
Navigate sales projects with arrow icons
Sales > Sales projects > Total/leads/prospects
As with contacts, navigation with forward/back arrows has also been implemented for sales projects to improve the fluidity of work.