FINANZ2GO

Keep a perfect overview of your finances, reports, due dates, reminders, emails and documents even when you're on the move. With FINANZ2GO , you can access your finances in Scopevisio from your tablet - no matter where you are. The mobile app is therefore the ideal complement to Scopevisio.

Log in

Log in to the web app via your tablet or alternatively access the link via your Scopevisio portal. You will need the same login information as for the Scopevisio application on your computer.

System requirements

Scopevisio FINANZ2GO is based on HTML5 and works independently of operating systems, as it opens in your web browser. However, we recommend the following system configuration for optimal display and functionality:

• Operating system: at least iOS 11 or at least Android 7 (Nougat)

• Browser: current versions of Firefox, Chrome and Safari (iOS)

FINANZ2GO is optimized for tablets, but can also be used on smartphones.

Alternatively, you can also download FINANZ2GO 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 FINANZ2GO

By default, FINANZ2GO opens in the Contacts menu item.

1. You can create a new contact from within the app.

2. You can enter a search term for a specific menu item in the search field.

3. Depending on the menu item, you can filter according to various criteria.

4. If you click on the action button, you will be shown contact details for the contact in question or have the option of creating a task for the employee displayed.

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

1. The selected menu item is highlighted in yellow.

2. You can expand and collapse the menu bar by clicking on the three white bars.

Functions

With FINANZ2GO you always have the following menu items at your fingertips: Management, Report folders, Contacts, Accounts receivable, Accounts receivable due dates, Reminders, Accounts payable, Accounts payable due dates, Incoming invoices, Tasks, Journal, Documents and Scopen. The individual functions are described below.

Management

The Management tab gives you access to graphical evaluations of various management reports.

1. If you tap in the search field, a window appears from which you can select other report types.

2. The viewing period can be set using the filter.

3. If you click on the bars in a bar chart, you can see the underlying posting records.

Report folder

Your report folders that you have created in the Scopevisio client application are available under the Report folder tab.

By clicking on one of the document names, you can choose between displaying or downloading the document.

Contacts

The Contacts menu item provides 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 display 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 ones

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

OP Accounts receivable

This menu item gives you access to all your customers' open items while on the move.

1. Here you can search for a specific customer and display their open items.

2. You can also display your open items sorted or filtered.

3. For a better overview, the default setting lists all customers who have open items. To show all items of a customer, tap on the arrow symbol.

4. Click on the name of the customer to open their contact file.

5. You can see the total amount of open items per customer per page here.

6. Tapping on the invoice number calls up the underlying invoice.

7. You can use the action button to call up the customer's contact details or create a task.

Customer due dates

The due dates overview offers a way to keep an eye on your outstanding debts and plan liquidity while on the move.

First select the key date for your considerations using the filter symbol and define the due date periods. The overdue or expected cash receipts are displayed in total. You can also use the arrow symbol to display the outstanding payments per customer.

Linking the customer names allows you to drill down to the relevant information from contact management.

Reminders

You can also access your reminders on the go.

1. Here you can search for a specific customer and only display their dunned items.

2. Tap on the arrow symbol to open the individual dunned items for a customer.

3. You can also display your dunned items sorted or filtered.

4. Clicking on the customer's name takes you to their contact file.

5. Tapping on the invoice number calls up the underlying invoice.

6. You can use the action button to call up the customer's contact details or create a task.

Accounts payable

This menu item gives you access to all your vendors' open items while on the move.

1. Here you can search for a specific vendor and only display their open items.

2. Tapping on the arrow symbol opens the individual open items of a vendor.

3. You can also display your open items sorted or filtered.

4. Clicking on the name of the vendor takes you to their contact file.

5. Tapping on the invoice number calls up the underlying invoice.

6. You can use the action button to call up the creditor's contact details or create a task.

7. You can see the total amount of open items per vendor per page here.

Vendor due dates

The due dates overview offers a way to keep an eye on your payment obligations and plan liquidity while on the move.

First select the key date for your considerations using the filter symbol and define the due date periods. The amounts to be paid are displayed in total. You can also use the arrow symbol to display your outstanding payments per customer.

Linking the customer names allows you to drill down to the relevant information from contact management.

Incoming invoices

Here you will find your virtual invoice receipt book with all the processing options for checking and approving invoices.

1. Here you can enter a search term for a full text search.

2. The filter symbol opens the filter options shown in the red box.

3. You can upload new invoices directly from your mobile device to the invoice receipt book.

4. You can upload new invoices from Teamwork to the invoice receipt book.

5. Tapping on the invoice preview opens its details and the approval process.

6. The action button allows you to create a task for the responsible employee.

You can find more information on this in the"REBU2GO" chapter here in the online help.

Tasks

The Tasks menu item provides access to a task list.

The tasks can be filtered by responsibility, contact, due date, start date, status and priority.

Click on one of the tasks to open its details, which - like the task itself - can also be edited from FINANZ2GO. To do this, click on the details provided with a link or on the pencil symbol in the top right-hand corner.

You can view tasks as well as create, edit or delete them. Activities, priorities, due dates, responsibilities and processing status can be stored for each task. Tasks and activities can also be assigned to a specific contact and delegated to a responsible person.

Journal

The journal documents all events that have occurred in Scopevisio, such as comments/emails/tasks/time entries/deadlines and status changes to contacts/projects/records/assignees.

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. Here you can see further details: in the case of an incoming invoice, details of the approval process, otherwise details of tasks or contacts.

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

Scopen

The Scopen menu item takes you to the Scopen form for a Scopevisio-wide full-text search.

Here you can, as usual

1. Scopen

2. Filter

Search your entire company in Scopevisio, as you are familiar with from the Scopevisio client application, according to the selected filter criteria. These help you to restrict the search to contacts, incoming invoices, tasks or documents. If you scan all content for a search term, you will see all elements that contain the term or character combination you entered.

Settings

You can customize FINANZ2GO under Settings :

1. In the Personal Scopevisio e-mail address area, you can set your e-mail agent. If you tick the checkbox, emails that you send from FINANZ2GO are automatically archived in Scopevisio and saved directly to the contact in the CRM system when they are sent.

2. Here you select the menu item that FINANZ2GO displays as the start page.

Change company or log out

If you have created several companies in your instance, you can switch to another company from any menu item using the three dots at the top right. You can leave Scopevisio using the Log out button. You will also find links to the user manual and support here.