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 april , 2018


10.4.13

Update V10.4.13

CORE
– Several security optimizations.
– Stability update regarding Crystal Reports installation procedure.

CAMPAIGNS
– Several optimizations (319303).
– At the bottom of each criteria section a search button is added.
– After searching, the number of records is now displayed.
– After choosing to change mailing / event the checkboxes for the persons are now also enabled.

ACCOUNTING
– Auxiliary journals can now also be provided with a default general ledger account for booking ventilation (315705).

ONEDRIVE
– Several optimizations / fixes (324339).

DMS
– Fix for not showing the batch import folder (324301).
– Mail (box) screens now make more use of the space around the screen.

BILLING
– Extend PEPPOL e-Invoice files with the party (address) reference.
– Fix regarding embedded PDFs in PEPPOL e-Invoice files.

GDPR Compliancy
– Added the possibility to anonymize data from RELATIONS.
– From RELATIONS added the possibility to generate a total profile in PDF if a request comes in for access to data.
– Added the possibility from MATTERS (bulldozer) to anonymize the data of all relevant parties of the relevant cases (for example more than x years ago).
– Users must agree to our amended conditions (after logging in or from ‘my account’).



| 9 april , 2018


10.4.12

Update V10.4.12

RELATIONS
– Webview password can no longer be chosen freely and after reset the user will have to change the password himself when logging in.
– You can work with an IP whitelist per login.

WEBVIEW
– Login functionality provided with strict password policy.
– At ADMIN > Configuration an IP whitelist that can be set to access webservice functions of Webview.

ADMIN
– At templates a search function is added (320053).

DMS
– StoreMe now has a F2-lookup possibility.

TASKS
– Added the possibility to search for the task ID (319224).

CORE
– Password policy changed to a partially less complex structure.



| 29 maart , 2018


10.4.11

Update V10.4.11

REPORTS
– 014: several extensions (320650).
– Selection criteria added:
– Date of first invoice
– Date of last invoice
– First expiration date
– Last expiration date
– Debtor category ‘No Category’
– No follow-up date
– Added level 0 for not yet expired invoices
– The sent out reminders are now also stored on the relation (not just the reminder itself).
DMS
– Several optimizations regarding OneDrive connection.
– Mailbox-browser title now provided with active mailbox (322885).

RELATIONS
– The columns of the Documents tab are now sortable.
– At advanced search, the search option ‘Debtor Category’ is added.

MATTERS
– If no description has been entered for task template items, the currently applicable description of the job code will be applied during the addition of a template (323030).

GUI
– Fix for F2 lookup control which showed the selection screen when there was a direct match.

CORE
– Password policy changed to a more complex structure and now mandatory!
– Passwords are now valid for 90 days instead of 30.



| 23 maart , 2018


10.4.10

Update V10.4.10

– Stability update.
– Crystal Reports integrated update (Mention: upgrade process may take a couple of minutes longer than normal).



| 22 maart , 2018


10.4.9

Update V10.4.09

– Stability update.



| 22 maart , 2018


10.4.8

Update V10.4.08

MATTERS
– Fix regarding layout issue document management.



| 21 maart , 2018


10.4.7

Update V10.4.07

CLIDoc V2.0.0 (Update NOT mandatory!)
– Several minor optimizations.

ACCOUNTING
– Fix regarding uploading financial/miscellaneous from within template.

TASKS
– Fix for tasks not appearing immediately in response to secretary costs.

RELATIONS
– Fix regarding duplicate key notification when reading eID.

BILLING
– Fix regarding general error message at e-Invoice.



| 14 maart , 2018


10.4.6

Update V10.4.06

– Stability update.



| 13 maart , 2018


10.4.5

Update V10.4.05

BILLING
– Fix for sending invoices by e-mail after converting payment request (320800).

REPORTS
– 049: several optimizations.

WEBMAIL
– Several minor optimizations.

ADMIN
– At maintenance of variable tables, the option ‘is identification’ added for the preparation of GDPR compliancy reporting.

DMS
– Several right groups added (on user level) regarding shifting / duplicating / renaming documents.

WEBVIEW
– Several optimizations.
– Added the possibility to show or not show cases, based on opening date and accounting partner.



| 5 maart , 2018


10.4.4

Update V10.4.04

MATTERS
– KEI functionality extended for the support of Rv112-procedure.