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

 

| 5 november , 2016


10.3.23

Update V10.3.23

CLIDoc (V1.8.4 – Update NOT mandatory!)
– Made a distinction between the choice for BookMe / StoreMe in Outlook and Word. These are now independent from each other.
– Fix regarding incorrect security alert for specific sender display names.

BILLING
– Fix regarding office expenses who do not lead to 0,-, despite the fact that the fees were set to 0,-.

TASKS
– Fix for calling BookMe from CLIDoc in combination with multiple emails.
– Fix for calling the calendar from BookMe.
– Fix regarding lack of storage at BookMe / StoreMe.

ACCOUNTING
– Fix regarding incorrect amount in Box G at Belcotax declaration.
– Fix regarding wrong document date at CAMT import on financial.
– Check on Invoice improved / clarified when entering purchase / uploader.
– When importing miscellaneous now also be checked whether there may be booked directly on a ledger, if applicable.
– At Uploader changed the PDF previewer.

MATTERS
– At tab ‘financial’ data can be retrieved per financial year.

DMS
– PDF previewer changed.

CORE
– Several security tweaks.



| 28 oktober , 2016


10.3.22

Update V10.3.22

DOCMERGE
– Fix regarding special characters in e-mails.



| 27 oktober , 2016


10.3.21

Update V10.3.21

CLIDoc (V1.8.3 – Update NOT mandatory!)
– Automatic StoreMe now also possible from within MS Word.
– Existing document names will be included in the manual StoreMe / Bookme.

RELATIONS
– National number is now acquired from DPA if not already present on the Relation.
– Notification added if a query will be charged.
– The PDF output of a national register query can now be stored directly on the Relation.

MOBILE
– Fix regarding validation on removing tasks.

BILLING
– Fix regarding recalculation subtotal when switching between tabs of invoice details.



| 26 oktober , 2016


10.3.20

Update V10.3.20

ACCOUNTING
– Hotfix regarding manual input of sales invoices.



| 26 oktober , 2016


10.3.19

Update V10.3.19

MOBILE
– Fix regarding the operation of various search forms (not functioning after security patch).
– Fix regarding checkboxes and radio buttons in mobile forms.

MATTERS > Document management
– Fix regarding special characters in email-subject.

CICData
– For recalls added the codes CRAPT.13 / CRAPT.14 en CRAPT.15 regarding payment conditions debtor.

CAMPAIGNS
– Detail overview now shows email addresses instead of regular address data.

WEBVIEW
– Added link to How-to video tutorial on login page.

REPORTS
– 008: paging added if shown on dashboard.

BILLING
– Fix regarding check 15.

ADMIN > Configuration
– Added the possibility to modify the terminology within V10.



| 13 oktober , 2016


10.3.18

Update V10.3.18

n.a.



| 8 oktober , 2016


10.3.17

Update V10.3.17

n.a.



| 5 oktober , 2016


10.3.16

Update V10.3.16

n.a.



| 4 oktober , 2016


10.3.15

Update V10.3.15

n.a.



| 26 september , 2016


10.3.14

Update V10.3.14

n.a.