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

 

| 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



| 22 januari , 2020


10.5.43

Update V10.5.43

CORE
– Performance-update for CLIDoc Office 365

BILLING
– Improved feedback in case there is an issue with the selected template



| 17 januari , 2020


10.5.42

Update V10.5.42

CLIDoc (V2.1.0 – Update NOT required)
– Added support for 4K displays (e.g. zoom)

BILLING
– Detail export file optimized (fewer empty columns)
– Fix with regard to export for tasks
– Various fixes with regard to calculation of foreign currency with credit note
– Various fixes with regard to changing tasks from the billing-detail screen

ACCOUNTING
– Uploader now has a separate upload link next to drag & drop

REPORTS
– 014: fix regarding an error message when creating reminders for payment requests



| 16 januari , 2020


10.5.41

Update V10.5.41

BILLING

– Fix regarding not offering the invoice from the detail screen

TASKS

– Task templates extended with time performed / to be invoiced and default dominus / performer option.
– Joblogger with different alternative screen layouts (adjustable via Admin> settings> jobloggerType)

RELATIONS
– When creating a contact address from DPA, all contacttypes are now set



| 13 januari , 2020


10.5.40

Update V10.5.40

TASKS

– When duplicating a task to another case, the possibly linked document is also duplicated.
– The agenda now shows the correct duration for non-exchange appointments.
– Default joblogger task now adjustable via ADMIN> Configuration.

DMS

– Fix with regard to the upload screen if sharepoint is switched on and you work without standard DMS folders.

REPORTS

– 004: layout optimized.

ACCOUNTING
– Fix for situations where the created tasks with costs to be charged were provided with a debtor.

GUI

– Newsletter item in the menu always remains visible.



| 10 januari , 2020


10.5.39

Update V10.5.39

BILLING
– Fix with regard to re-run of a deleted billing session

ACCOUNTING

– Fix with regard to selecting third parties in / out based on structured communication