Update from January 07, 2019

Top innovations in feature set 93

Billing

Mass change for recurring invoices

If, e.g. for operational reasons, a temporary suspension of the automatic invoice generation of not only individual but all recurring invoices is desired, the mass change now makes this possible. The new functionality can be called up from the overview of recurring invoices.

By displaying the "Automatic generation" column there, a quick overview of the active automatic invoice generation is provided. With the publication of the "Mass change" feature, this can be activated or deactivated with one click using the above column, even for large quantities of recurring invoices.

To select several individual invoices, hold down the CTRL key and select them. If you want to change the status of a contiguous block of invoices, select only the first and last while holding down the Shift key. Then select the desired action by left-clicking on the small gray arrow.

Accounting>Invoices>Recurring invoices

Accounting

Cancellation on the key date

With the option of adjusting the date of a reversal posting, the reversal can now be deliberately scheduled. Against the background of booking periods that may have been closed in the meantime (or notifications that have been made), this option provides significantly more flexibility in reversal processing. The specification of the reversal date is initially available for reversals from the journal.

Reports>Accounting>Books>General ledger and journal: Reversal on key date

DMS Teamwork

External links to folders

As is already possible for collections, feature set 93 extends the functionality of folders. This makes it easy to grant external users access:

Right-click on the desired folder to gain access to the "Create link" menu item. If you select this, you will be offered further options to customize the external link before you can conveniently send it from Scopevisio.

Displaying folders and collections in the search filter

The collection and folder affiliation of documents in Teamwork can also be tracked in the Scopevisio Client from feature set 93 via the side search function. Search results are displayed as a path with the higher-level collection and folder structure.

Reference of comments to document versions

In this detail, the DMS behavior in the Scopevisio Client is more closely aligned with the Teamwork web client:
comments now refer specifically to the document version stored in each case. This makes it easier to map correction cycles, for example - comments remain with the version concerned and there is no mixing across document versions.