Relations: Overzicht Applicatie

Relations: Overzicht Applicatie Tot 6:39
Relatie zoeken en toevoegen 0:50
Rubriek Identiteit 3:20
Rubriek Onderneming 4:02
Rubriek Contactadressen 4:09
Rubriek Documenten 4:35
Rubriek Dossier 4:43
Rubriek Relaties 4:51
Rubriek Varia 4:57
Rubriek e-ID 5:03
Rubriek CreditCheck 5:08
Rubriek Incasso 5:19
Rubriek Boekhouding 5:24
Import VCF 5:51
Published: jun 29th, 2015

Algemeen: Login, Dashboard en Menu

Login, Dashboard en Menu Tot 7:29
Dashboard: Overzichten 1:17
Personen zoeken 1:34
Dossiers zoeken 1:51
Vandaag 2:08
Kantoorprestaties 4:07
Menu: Onderdelen 5:13
Ciceroweb vanop smart phone of tablet 7:02

Published: jun 29th, 2015

Aangiften Opgave 325.50 en fiches 281.50 (Belcotax)

Accounting: Aangiften Opgave 325.50 en fiches 281.50 (Belcotax) Tot 7:29
Twee bepalende instellingen in CICERO voor 281 fiche 0:28
Gegevens controleren (Relations, Uitgebreid zoeken) 1:40
KBO-nummer 2:22
Opgave 325.50 (Belcotax) (Accounting, Aangiften) 4:18
Aangifte rapport genereren (individuele fiches 281.50 en samenvattende rapport 325.50) 5:53
Published: jun 11th, 2015
Video tutorials

Online support
Video Tutorials and Help Articles

Migratie naar MS365 en SharePoint

Voornaamste wijzigingen na Migratie (MS365/SharePoint)

ADMIN

Kantoor Configuratie – Settings – Sjablonen

RELATIONS

Contacts – CRM – GDPR – Messaging

MATTERS

Dossiers – WWFT – DPA

FILING – DMS – SHAREPOINT

Documentbeheer – CICERO365 addin – Filing – DMS – SharePoint
Knowlex – FAQ DMS

MS365 – TEAMS

Teams – Channels – Posts – Calls – (shared) Files
Teams – Kanalen – Berichten – Gesprekken – (gedeelde) Bestanden

TASKS

Timesheet – Tasks – Agenda – Follow-up

BILLING – E-INVOICING

Facturatie
FAQ Billing
x

REPORTS

Rapportages Management – Financieel – Prestaties
Statistieken – Exports

ACCOUNTING

Aankopen – Verkopen – Financieel – Diversen
Netbanking – Aangiften

CAMPAIGNS

Mailings – Events

COLLECTION

Invordering

WEBVIEW

Klantenportaal

CICERO LAWPACK V10 CHANGELOG

 

| 20 februari , 2020


10.5.53

Update V10.5.53

CORE
– Stability update



| 20 februari , 2020


10.5.52

Update V10.5.52

CORE
– Stability update

MATTERS
– On the document management tab, we now offer both the regular local clidoc and the office365 clidoc download.



| 18 februari , 2020


10.5.51

Update V10.5.51CLIDoc (v2.2.0 – Update NOT required!)- Added extra drag & drop pane in outlook to quickly store e-mail(s) in cases.- Worklist option added to write time afterwards via joblogger based on the saved e-mails.CORE- Update to .NET Framework 4.8 (installation framework required!)- Stability updateMOBILE- Dashboard optimized for readability and loading time (now you can put together what is shown via buttons).WEBSERVICES- The separate CICERO WebServices API is now integrated with V10. (Admin> Configuration> Web Services API).- The separate CICERO Webservices API (through separate installation) is currently obsolete (no longer in use).DASHBOARD- Figures and details regarding open / expired invoices are now only based on the default accounting partner.BILLING- Fix for a number of (selection) parameters in the billing screen (including ‘last day active period’).- Fix with regard to checklist 9 (incorrectly taking the default record).- Added various CICData codes for grouping tasks (FLTTD.xx and FLTTED.xx)ACCOUNTING- When booking received third-party funds, you can now choose to have a (diary) task created automatically. Adjustable from the ledger.- Fix for accountability-feature to employees in the processing of CODA files.REPORTS- 013: ‘Base-record’ and NIHIL-case are no longer displayed.- 014: Option added to directly create your own collection case for an outstanding balance.- 051: Selection option for one / more employees added.TASKS- Added the option in the joblogger screen to switch directly between the 3 different layout options.RELATIONS- Fix regarding not being able to add a purchase-rule directly from the creditor’s screen.ADMIN- Various fixes for deleting templates / folders in ADMIN> Templates.MATTERS- Fix with regard to F2 case lookup in COLLECTION> follow-up screen- F2 case lookup for main file extended with file name and reference.DMS (+ TASKS / MATTERS)- Added .XLSM support



| 4 februari , 2020


10.5.50

Update V10.5.50

– Stabilityupdate



| 4 februari , 2020


10.5.49

Update V10.5.49

– Stabilityupdate



| 4 februari , 2020


10.5.48

Update V10.5.48

– Stabilityupdate



| 30 januari , 2020


10.5.47

Update V10.5.47

WEBVIEW
– Cases transferred by new customers can now also be automatically read into the COLLECTION import module

ACCOUNTING
– Journal entries (tools) now offers a direct preview on purchase / sales invoices
– Fix regarding not being able to delete invoices in the uploader

RELATIONS
– VAT check data can now also be transferred to the relation from the wizard
– The wizard now automatically creates a contact address in step 6

REPORTS
– 014: Debtor search by name made possible again.
– 014: Option added to not show the FIN(ancial) transactions in the CICData export
– 014: Better feedback for missing template


BILLING
– Automatic checks now shows the relevant checklist number



| 24 januari , 2020


10.5.46

Update V10.5.46

– Stabilityupdate



| 24 januari , 2020


10.5.45

Update V10.5.45

CORE
– (Performance) update for CLIDoc Office 365

BILLING
– CICData codes FLTT.15 and FLTTE.15 added for. job description in grouping
– Made possible to undo the last completed batches based on accounting partner

REPORTS

– 014: Shows outstanding balance per debtor
– 014: Cicdata code CRAP.16 added for invoice currency



| 23 januari , 2020


10.5.44

Update V10.5.44

CORE
– Performance-update for CLIDoc Office 365

ACCOUNTING
– Added possibility of creating revenue-ledgers per accounting-partner on the user-details


WEBVIEW

– Fix for loading Sharpoint/Onedrive-based documents