Update from March 06, 2020

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

 

Top innovations in feature set 102 (FS102)

We are starting the new year with the following highlights:

  • The VAT group and

  • the account retrieval via payment service provider Finleap

There are also many other new features that will make working with Scopevisio even easier for you - discover what the new feature set has in store for you now!

The VAT group

VAT consolidation made easy with Scopevisio!

Do you use Scopevisio to manage several companies that belong to a group (possibly even across instances)? All it takes is a few settings and you can easily create separate advance VAT returns for each company for the consolidation period and then forward them to the previously defined controlling company. As soon as the tax group parent has received the advance VAT returns of all tax group companies, it submits them to the tax office together with its own in consolidated form - that's it. It could hardly be simpler.

Here you can read step-by-step how exactly VAT consolidation can be set up for parent and controlled companies.

PSD2-compliant retrieval of account movements via payment service provider Finleap

No more bank-imposed turnover retrieval chaos, no more mandatory TAN entry. With this feature set, account transaction retrieval runs like clockwork again - thanks to the connection to the specialized payment service provider finleap connect. Of particular interest to some of our customers: Commerzbank transactions can now also be retrieved.

You can find out how to link finleap connect with Scopevisio in just a few steps here.

Organization > Master data > Banks > Set up online banking

Further innovations

Organization

Better integration of document import and incoming invoices

New columns in the relevant forms ensure a closer integration of document import and invoice receipt book. These provide additional information in the details of the document import and allow users to jump directly to the incoming invoice details via the "Internal number" column, among other things. From Rebu, the user can access the corresponding document import via the "Document import" column.
Organization > OpenScope > Document import

Improved DATEV export by including the service date

If a service date exists in posting records, this can optionally be included in the DATEV export.
Organization > OpenScope > Import & Export

Data sources: Optional details of personal accounts

You can achieve a complete display when outputting data sources of the "Journal" type by forcing the display of person accounts via a setting.
Organization > OpenScope > Data sources

Data sources: Removal of the "Balance" and "Open items" columns

The columns "Balance" and "Open items" are no longer available for data sources of the type debtors/creditors. This applies to both newly created and existing data sources.
Organization > OpenScope > Data sources

Renaming client access management to client portal

The function calls listed under the "Clients" menu function have been renamed and restructured: The former client access management has moved up one call level and can be found with just one click under the keyword "Client portal".
Organization > Clients

Projects

Faster document creation from projects

Would you like to create a document from a project? The shortcut Ctrl+N saves you typing and time, as the fields for project and project addressee are then already pre-filled.
Projects > Projects

Finances

Simplify the checking process for incoming invoices

A quick consultation: Scopevisio makes it easy for the respective auditors to clarify any open questions by providing a direct link to an email accompanying an incoming invoice. This speeds up the approval process.
Finance > Rebu > Invoice entry

Invoice receipt book and document work list: Dimensions can be displayed

Get a quick overview of the dimensions to which your incoming invoices and other documents are assigned: Simply right-click in the column header to add the desired columns to the "Dimensions" category.
Finance > Rebu > Invoice entry

Documentation of the hiding and showing of incoming invoices

If an incoming invoice is hidden and later shown again, you can track when and by whom this was done in the document entry in the GO "Events".
Finances > Rebu > Invoiceentry

Display tax key for cash movements in addition to the tax rate

If you fill in the new "Tax key" field when entering recurring transaction types, this key will be added correctly in the posting template form.
Finance > Cash > Cash overview

Remove imported bank statements

If you have inadvertently imported bank statements several times, you can also remove them again with the appropriate settings(System menu > Master data > Banks > Payment transactions > GO: Posting bank transactions). Postings that have already been made are not affected and will not be canceled.
Finance > Banks > Bank statements

Improved information on the validation of PayPal account transactions

Scopevisio makes it easier for you to validate the allocation of imported PayPal account transactions by clearly indicating why an account turnover line in the "bookable" column has not yet been ticked off, thus drawing your attention to missing entries.
Finances > Banks > PayPal accounts

Daily balance display at a glance

The balance on Fibu accounts is now shown directly in the group name on a daily basis when you display the inventory list grouped by account or account name.
Finance > Assets > Inventory list

New columns in cost accounting

Gain information through meaningful columns: not only are the numbers of the projects, cost centers and cost objects listed, but their names can also be displayed.
Finance > Controlling > Cost accounting

Service date in the posting record of incoming invoices

Display information on the performance period in the document details of an incoming invoice and in the posting record in the journal.
Finance > Reports > Accounting

Always display personal accounts as an option

You can achieve better traceability by additionally displaying the personal accounts/names for all posting entries in filtered lists by activating the new "Always display personal accounts" checkbox in the following form:
Finance > Reports > Accounting > General ledger and account ledger

Miscellaneous

System menu

Travel and meal allowances

You can view the current statutory travel expense flat rates in the travel expense settings and adjust them individually if required.
System menu > Master data > Projects

Specification of departments

Of interest to our customers in the hotel industry: in a company, details of the department or house number can be entered.
System menu > Accounting > Company

Display period end date for different financial years

We have added the "Period end date" column to the overview in order to keep an eye on the key dates of the periods in the event of different financial years.
System menu > Manage accounting > Financial years: edit specific financial year

Additional notification options when the approval process is complete

Be informed immediately about a completed approval process: Specify whether and to whom an automatic notification should be sent in this case. Several people who are not stored in the process can also be included in the information flow. Simply enter the relevant email addresses in the process details of the respective approval process under the business object "Notification on completion of approval process".
System menu > Manage accounting > Invoice receipt settings

New rules for invoice receipt: Set dimension accounts

Make your work easier with automation: we have made new rules available for you in the settings for the invoice receipt book. You can have recognized dimension accounts set as early as the invoice receipt application time, which provides the accounting department with correctly assigned documents.
System menu > Manage accounting > Invoice receipt settings

2GO apps

SCOPEVISIO2GO

Seven in one go: Our new addition to the 2GO family includes the functionalities of all previous apps bundled in a single app - and you always have Scopevisio with you on the go, depending on the scope of your booked licenses. Please note that you must also have assigned the rights profiles with all rights for use at the same time. The native apps are available via the well-known app stores and are free of charge for Suite users. If you would like to use it without a client license, you can purchase a SCOPEVISIO2GO license from the Scopevisio store for just €15 per month.

 

API

The API is also undergoing further development:

News on products: These can now be created via the REST API

  • POST /product/new

  • POST /product/{id}

  • GET /product/{id}

  • POST /productGroup/new

  • GET /productGroups

The following REST endpoints were created for the import of cash movements and export of cash sheets and cash registers:

  • POST /cashbookentry/new (Required rights profile: "Enter cash movement" (Edit)): It is possible to add an entry to an annual cashbook sheet which is in the last year.

  • POST /cashbooksheets (Required rights profile: "Closed cashbooksheets" (Edit) OR "Enter cash movement" (Edit)): All cashbooksheets are returned. It is possible to search within the fields and restrict the returned fields.

  • POST /cashbooks (Required rights profile: Cashbooks Dashboard (Edit)): All cashbooks are returned. It is possible to search within the fields and restrict the returned fields.

It is now possible to include the paymentType in the POST /postings/new request.

The following endpoints can be accessed via the names and numbers of the dimensions:

  • POST /dimensions/{dimensionNameOrNumber}/dimensionentry

  • POST /dimensions/{dimensionNameOrNumber}/dimensionentries

  • GET /dimensions/{dimensionNameOrNumber}/dimensionentries

 

POST /journal also outputsthe foreign currency amounts:
"foreignAmount", "foreignCurrency", "exchangeRate".

The DELETE /users/{uidOrEmail} endpoint can be used to remove users and set them to inactive in Teamwork.

To determine posting documents for a specific period, the "postingDateBefore" filter can be used to filter for a posting date before a specific date.

The vatCreatorRow and vatCreatorVatKey fields have been added to the /journal endpoint.

To determine the type of personal account, the "type" field has been added to the POST /journal web service: 1 = vendor, 2 = debtor.

User profiles can be removed via the API.
A query parameter "onlyActive" has been added for GET /users.

  • If the parameter is not set, all users (whether deleted or not) are returned

  • If the parameter is set to "true", all non-deleted users are returned.

  • If the parameter is set to "false", all users (whether deleted or not) are not returned.

 

The contact person can be entered in an invoice import both via masterId and legacyId.

The search for legacynumber and masterIdis possiblevia the new endpoint
GET/contact/{keyIdentifier}/{id}.

With the two endpoints /createDebitor and /createKreditor, the specified number range is selected when the personal account is created:

  • If no number range number is specified in the request, the standard debtor number range is selected.

  • It is possible to select a different number range of the correct number range type and to generate the account number there manually or automatically.

  • If a number range number is specified but no account number, this is generated automatically from this number range.

Both the standard dimensions "Cost centers", "Cost units" and "Projects", as well as custom dimensions are output together with the corresponding number via POST /dimensions.

The new web service POST /recurringinvoice/{number} was created in order to be able to set the repetition of recurring invoices for an existing invoice via the API.