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

 

| 15 april , 2016


10.2.83

Update V10.2.83


BILLING
– Fix regarding incorrect reading parties when sending batch mail.



| 12 april , 2016


10.2.82

Update V10.2.82


DASHBOARD
– Fix regarding wrong display billable hours.


BILLING
– Fix regarding disappearing mail from the queue if mail is missing.
– When sending batch mailing added the option to merge invoices for the same debtor in one email.


COLLECTION
– Fix regarding impersonation to control properly interfaced models during follow-up.



| 11 april , 2016


10.2.81

Update V10.2.81


REPORTS
– Report 036: fix regarding missing journals.


DASHBOARD
– Fix regarding balance Outstanding/Expired invoices.



| 11 april , 2016


10.2.80

Update V10.2.80


TASKS
– Drag and drop functionality added to file uploader.
– Fix regarding ‘Forward’ button for reminders during Bookme.


DMS
– Drag and drop functionality added to file uploader.


BILLING
– Creation of a negative invoice because settlement excess of commission is no longer possible. Remainder commissions should be credited with separate credit notes.


COLLECTION
– Fix regarding paging at import (not visible if there are less than 10 pages).


HOME
– Dashboard added with various KPIs; last selected type of dashboard will be remembered.
– Timers added to Search and Favorites window.


ADMIN > Users
– Targets per day adjustable based on billable hours and revenue.


RELATIONS
– For legal entities the salutation will be taken over at ‘Take over legal identity’.



| 6 april , 2016


10.2.79

Update V10.2.79

WEBVIEW
– Added the ability to also enter debt / payments with a case transfer.
– Transferred cases are now delivered in XLSX format so they can be imported directly into COLLECTION.


MATTERS
– The setting regarding show party details is now remembered for each user.



| 31 maart , 2016


10.2.78

Update V10.2.78

BILLING
– CICData codes FH.89 t / m 92 added regarding different spelling date from / to selection.


COLLECTION
– Fix regarding missing DB-fields at import.


TASKS
– Optimization regarding the setting ‘isEdgeOrOtherbrowser’ so that the files on the newest browsers are also directly accessible.


ACCOUNTING
– Fix regarding XML Customer Listing (zip code / city switched to declarant).


HELP
– Updated several manuals.



| 25 maart , 2016


10.2.77

Update V10.2.77

n.a.



| 24 maart , 2016


10.2.76

Update V10.2.76

n.a.



| 18 maart , 2016


10.2.75

Update V10.2.75

n.a.



| 16 maart , 2016


10.2.74

Update V10.2.74

n.a.