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

 

| 26 maart , 2020


10.5.58

Update V10.5.58



CORE
– Stability update

MATTERS
– Various adjustments regarding teams integration. A team is now created per case instead of a channel in CICERO Team. Case access rights are hereby respected in combination with the team.

WEB SERVICES
– Added various functions (CLI_DEL_MatterParty and CLI_DEL_MatterDebtor)

DMS
– Custom folders are now also shown when adding a document
– Fix regarding searching other cases from DMS Attach (CLIDoc) function

REPORTS
– 052: Fix regarding showing different rates
– 018: Export now also shows the correct debtor reference

ACCOUNTING
– Fix regarding processing CODA files (incorrect allocation of debtor in specific cases)



| 5 maart , 2020


10.5.57

Update V10.5.57

– Stabilityupdate



| 3 maart , 2020


10.5.56

Update V10.5.56

COLLECTION
– Fix for foreign currency when entering debts / payments

MATTERS
– Sorting of parties can now be done according to a predefined sortOrder per partytype (admin> settings> tables)

TASKS
– Advanced search now also provides a filter by case location

MOBILE
– Various optimizations to the GUI

RELATIONS
– Various optimizations regarding the wizard functionality (layout)



| 26 februari , 2020


10.5.55

Update V10.5.55

CORE
– Stability update

TASKS
– Joblogger now holds the default job after saving a job
– Tasks overviews now state the assigned debtor in metadata if applicable

MATTERS
– Docmerge now takes into account the language setting on the date field in a document
– Tasks overviews now state the assigned debtor in metadata if applicable

REPORTS
– 005: For debtor & case type, the values are no longer shortened to 5 characters
– 014: Parameter screen will close automatically after searching

RELATIONS
– When transferring data from EID, ‘boxnumber’ is now placed in the ‘housenumber’ field



| 25 februari , 2020


10.5.54

Update V10.5.54

CORE
– Stability update

MATTERS
– Changing file ID / Name now also affects MS Teams

TASKS
– Overviews are now provided with a ‘utilization ratio’ (ratio performed / invoiced)
– Duplicating a task is now provided with the option to directly duplicate it to multiple performers



| 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