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
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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 maart , 2017


10.3.43

Update V10.3.43

DMS
– Fix regarding incorrect functioning bookme in mobile mail.

REPORTS
– Fix for loading excluded accounting partners in selection parameters.



| 19 maart , 2017


10.3.42

Update V10.3.42

DMS
– Fix regarding error when opening mailbox.



| 16 maart , 2017


10.3.41

Update V10.3.41

DMS
– Mobile mail added.

TASKS
– Option added in bulldozer to modify Performed and Billable.

COLLECTION
– Fix regarding creating new payments (the set allocation rule was not always applied correctly).



| 3 maart , 2017


10.3.40

Update V10.3.40

CLIDoc (V1.8.9 – Update NOT mandatory!)
– Fix regarding ‘booked’ message when store again to the CLOUD environment.

ADMIN > Settings
– Setting ‘bookZeroTaskInAccounting’ added (True/False) to determine whether or not 0 Rules of invoices (after changing red figures) must be booked as 0 line in accounting.

ADMIN > Configuration > Tasks
– We now distinguish between ‘enabled’ and ‘history’. ‘Enabled’ is linked to rights, ‘history’ is no longer accessible to anyone.

ADMIN > Users
– Right Setting ‘Consult inactive task codes’ added.
– Right Setting ‘Insight company sheet case’ added.

DASHBOARD
– Performance-graph now also linked to right group ‘performance KPI’.




| 28 februari , 2017


10.3.39

Update V10.3.39

CLIDoc (V1.8.8 – Update NOT mandatory!)
– Word Styles are now well supported for generated documents.
– Bookme / Storeme from Excel retains the filename.

ADMIN > Users
– Option added to indicate whether the Word Styles from the normal.dot (m) file can be applied to generated documents also.

MATTERS
– Added ability to instantly add multiple employees / lawyers as a party to a case.

COLLECTION
– Optimization regarding zip code/residence recognition in imports.

DMS
– Fix regarding multiple file upload.

BILLING
– CICData codes FH.93 till FH.95 added with payment terms of the debtor.
– Checklist 16 added for billing addresses without email address.
– Sorting of PDF output (chain) based on case ID.

REPORTS
– For all reports now applies that the selection options for the parameter ‘Accounting Partner’ are dependent on the rights set on the user.



| 11 februari , 2017


10.3.38

Update V10.3.38

CLIDoc (V1.8.7 – Update NOT mandatory!)
– Added option in Settings to edit the normal.dot (m).

ADMIN > Users/Groups
– Added two law types: Insight rates case, Insight finance creditor.

MATTERS
– Applied rates only visible if the user has the rights.

RELATIONS
– Finance creditors/suppliers only visible if the user has the rights.
– On the contact address is also visible if a contact has the status present / absent for a campaign.

DASHBOARD
– Fix regarding balance outstanding/overdue invoices.

COLLECTION
– When importing in the overview of payments the option is added to specify which debt has priority.

BILLING
– Checklist 15 is expanded with the option to reset the records to the standard office storage.
– Deviating invoice templates are now also used for the proof.



| 8 februari , 2017


10.3.37

Update V10.3.37

ACCOUNTING
– Fix regarding trimming particial payments.



| 7 februari , 2017


10.3.36

Update V10.3.36

DMS
– Support SharePoint 2013 search added.
– Previewpane added for faster access to documents (by clicking a row, on the right appears the preview).

COLLECTION
– Various fixes regarding debt calculation priority.
– Various fixes regarding import procedure.

ADMIN
– On user level the different license types are made adjustable (START / MEDIUM / FULL).
– CICERO updates will now be automatically installed for you at an appropriate time.



| 20 januari , 2017


10.3.35

Update V10.3.35

CLIDoc V1.8.6 (Update NOT mandatory!)
– Various improvements regarding use StoreMe functionality.
– Various optimizations regarding locking mechanism.

MATTERS
– PO-no deleted; from now the PO-no will be placed on the party with billing participation (tab billing participation).
– Fix regarding error when conflict check in specific cases.

MAILBOX
– Minor tweaks regarding showing existing e-mails in webmail-viewer.

DMS
– Added option to download the full case folder.

ADMIN > Users
– At Rights added the option to download a case from within DMS.

ADMIN > Settings
– Added option to download the latest DB Backup.

RELATIONS
– Fix regarding creating zip codes.

ACCOUNTING
– Fix regarding incorrect balance on a creditor in Netbanking (for credit notes).
– Fix regarding filter in 0-case (Third party funds).

BILLING
– Fix regarding reprint payment request commission.

CICData
– Fix regarding culture issue for recalls/collection.



| 16 januari , 2017


10.3.34

Update V10.3.34

WEBMAIL
– If webmail is enabled, all stored emails from the case / tasks etc. open in the webmail viewer.

BILLING
– Fix regarding double-created credit notes when sending automatic credit note.
– Various minor fixes.

CAMPAIGNS
– Fix regarding images in e-mails.