Update from June 25, 2020

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

 

Economic stimulus package

Apart from many improvements and new features, this release is dominated by the reduction in VAT.

We have worked flat out to make the necessary changes easier for you, if not completely, then at least on the system side. Nevertheless, adjustments will be necessary in the following areas:

  • Master data: new revenue accounts, tax accounts and other G/L accounts

  • Additional tax keys and adjustment of the tax matrix

  • Business transactions and recurring entries

  • Product management with revenue account preallocation

  • Accounting

  • Travel expenses

  • Recurring invoices

  • Transaction types of the cash books

  • Advance sales tax return and verification

  • OpenScope

To this end, we are preparing the economic stimulus package chapter, in which you will find articles on precisely these topics. The content will be added to on an ongoing basis, so please check back often.

Our Professional Service, on the other hand, is already offering you assistance in the form of consulting packages for adapting your software to the VAT reduction.

Top innovations in feature set 107 (FS107)

My Scopevisio: More clarity through restructuring

Via the system menu (S icon top left), you can access your individual settings as usual under the first item, in short: My Scopevisio. Here we have tidied things up a bit and made things clearer.
System menu > My Scopevisio

Teamwork: More options in the Teamwork view

Have you seen it yet? When you call up Teamwork, the gallery view is now also available for selection in addition to the previous view options of images, table and list at the bottom right of the form. Display your documents in the correct proportions so that even landscape-format files are shown to their best advantage. Hold down the Ctrl key and scroll the mouse wheel to enlarge or reduce the display. In addition, you can now select all documents from the gallery view with Ctrl+A, a series of adjacent documents with Shift+click and several individual documents with Ctrl+click.
Organization > Teamwork

BAL: Individual worklists

As with many other forms, you now also have the option of creating individual worklists in the document worklist. In addition, you can select the "Document status" and "Document type" fields via multi-select and only display documents within a specific creation period.
Finance > Document worklist

Further new features

User interface (GUI)

New look of the login window

In our login window with its fresh new look, you will now also find direct links to our data protection conditions and general terms and conditions. The option to activate automatic login from here is still available.
Login window

Analysis tool in tables

An analysis tool is now available in all tables for columns containing numerical values. If you select several rows and right-click on such a column with a numerical value to open the context menu, various values are displayed under "Analysis" for a quick overview.
Tables

System menu

My Scopevisio: Longer passwords allowed

Password managers often suggest automatically generated passwords with a length of more than 30 characters, which was not previously accepted in Scopevisio. However, you can now go wild with up to 2048 characters when assigning passwords under "Advanced" in the "User data" business object if you want to be on the safe side.
System menu > My Scopevisio

My Scopevisio: more settings

In the "Behavior of the selection list" business object, you determine how the selection list behaves in relation to services in time recording. Accordingly, the default setting only shows you the services from the selection of all products for new time entries to be created.
System menu > My Scopevisio

Customizable sender of the various document types

In the new business object "E-mail sender", determine which sender is set by default for the various document types. Similarly, you can also set this for the dunning letter dispatch, which you can find under System menu > Manage accounting > Dunning levels .
Master data > Accounting settings

Chart of accounts: Option to make mass changes

Easier editing of the tax code, tax key, fixed tax key and cash discount account columns: these can now be edited in bulk in the "Chart of accounts" form under the "Tax" tab.
System menu > Manage accounting

Keyword usage: new conditions for document layout selection

The previous condition "Keyword" is now called "Keyword of the document"; "Keyword of the contact" has been added, which takes into account the keywords stored in the contact. This allows you to reduce your keyword maintenance to the keywords stored in the contact.
Master data > Document layouts

Organization

Teamwork: Alphabetical sorting of the user filter

Quickly filter out the desired user - the alphabetical sorting of the user list by first name provides a better overview and makes the search process easier.
Organization > Teamwork

Teamwork: Small changes in the context menu of documents

We have rearranged the context menu of documents. The names of existing functions have been slightly adapted.
Organization > Teamwork

Teamwork: More information in the Teamwork change log

Under Further actions: Show change log , the content of the newly created "Details/Target" column now specifies the changes made.
Organization > Teamwork

Contacts: Extension of the overview

The "Contact information" created for a contact has been renamed "Note" and can now optionally be displayed as information in the overview. The column can be found under "Other" and its content is therefore also available when exporting via the printer symbol.
Organization > Contacts

Tasks: More options for mass changes to tasks

Are you familiar with this? An employee is responsible for what feels like 100 activities for tasks, but has left the project in question. You can now transfer this responsibility to someone else in one go using the "Multiple change: Responsible" button.
You can do the same in the "Due date" column and quickly make several changes at once.
This is how easy Scopevisio makes it for you to quickly adapt to new circumstances!
Organization > Tasks

Travel expenses: Maintenance of mileage allowances

In the travel expense settings, the administrator can use the "Maintain mileage allowances" link to maintain these in the same way as the meals and accommodation allowances.
Organization > Travel entry

New form: Log of VAT ID checks

VAT ID checks have been implemented in all relevant forms in order to comply with, among other things, the permanent check of VAT IDs prescribed in Austria. The result is documented in a newly created form, which you can access via Master data < Accounting < VAT ID checks. You can adjust the corresponding settings under "Further actions".
Organization > Master data

Statistics journal: Optional editing of postings

Postings in the statistics journal can now also be edited.
Organization > Master data

DATEV export: Account mapping available

This allows you to accommodate your tax advisor: Go to Organization > Import & Export > Manage DATEV imports / exports: Export DATEV posting records, you have access to a form via the preview in which you can edit the mappings via the same link before exporting the postings in DATEV format.
Organization > OpenScope

Projects

Accounting: More convenience when entering longer voucher texts

A much larger input window makes it easier for you to enter and view longer introductory and concluding texts if there is not enough space in the input field. To do this, simply click on the identical links Introduction text and Closing text in the Document text tab.
Projects > Invoices

Invoices: Storage option for ZUGFeRD invoices

If you have activated the invoice data convenience in the billing settings, a link to the ZUGFeRD format is displayed when the invoice printout is created, which you can use to save this file.
Projects > Billing

Time billing: automatic transfer of more information from order to invoice

Similar to the data transfer when transferring an order to an invoice, the order number, items, description, name, texts and user-defined fields are now also transferred from an order when creating a time invoice.
Projects > Time invoices

Finances

Cost accounting: Blocking individual dimension accounts

You can now lock dimension accounts individually in the "Edit dimension accounts" form by clicking in the newly created "Locked" column.
Finance > Controlling

More clarity in the personal account ledger

By optionally hiding reversal postings, your personal account ledger now also looks tidier.
Finance > Reports

Change log for existing assets

Clear announcement before saving changes: Changes to existing assets are displayed in a dialog box with the original and new values compared.
Finance > Assets

Reconciliation to financial accounting: More overview in the control list

The essentials at a glance with just one click: Optionally display only the accounts that have the combination with balance and without difference.
Finances > Assets

Amount preallocation for additions in the financial accounting assignment

Scopevisio reduces the potential for errors: When entering an acquisition for an existing asset, the "Amount" field in the "Asset movement" form is pre-assigned with the value of the "Acquisition open" column. We also take into account the distribution of partial amounts.
Finance > Assets

API

If a new parameter "sumAccountNumber" is set and the G/L account exists, the collective account is explicitly set via CreateDebitor/CreateKreditor.

User-defined fields have been added for the following endpoints:

  • POST /timeentries

  • POST /timeentry/new

  • GET /timentry/{id}

  • POST timeentry/{id}