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 januari , 2016


10.2.54

Update V10.2.54


MATTERS
– Fix regarding layout tasks grid.


ACCOUNTING
– From now financial column will always be filled in when booking financial based on selected ledger.
– Fix regarding date ventilations with miscellaneous booking (checked date last active period instead of document date).


RELATIONS
– Take over eID on identity now also includes gender correct.


ADMIN > Templates
– Expansion of control if template is already in use as a model.


REPORTS
– 036> VAT box added for purchases / sales.



| 4 januari , 2016


10.2.53

Update V10.2.53


COLLECTION
– Fix regarding currency symbol in report.
– Option Country outside EU removed when entering debts.


RELATIONS
– Wizard texts extanded.


MATTERS
– Wizard texts extanded.


ADMIN > Users
– Removed Unique ID from employee data.
– Moved up Initial on employee data.


ADMIN > Templates
– Added breadcrumb trail at Matters Templates.


TASKS > Joblogger
– Fix regarding uploading documents.
– Timer tasks from within case now can also be booked by other users in joblogger.


BILLING
– Fix regarding completion cicdata code FL (X) .17.


DMS
– Fix regarding excel preview in combination with state server (Replacement aspose.grid web component).


DASHBOARD
– The maximum height of the ‘Search and Toevoegen’ function is now determined based on the height of the browser.



| 29 december , 2015


10.2.52

Update V10.2.52


CLIDoc V1.6.9 (update NOT mandatory)
– If, at user level, the default time is set to 0, the actual elapsed time will be entered at bookme.


COLLECTION
– Fixes for F2 lookups automatic succession.
– UTF encoding added for Organi assignments.


DOCMERGE
– Fix regarding newline sign.



| 28 december , 2015


10.2.51

Update V10.2.51


ACCOUNTING > Periodic declaration
– Fix about closing period when you work with an extended financial year.


DMS
– Excel preview now possible in combination with state server (Aspose update).


GUI
– There where the length of the user name could make the layout of the screen / report incorrect; maximum five characters will be displayed. If on the employee-sheet, the initials are entered, they will be displayed (even up to a maximum of 5 characters).
– Under the HELP icon it is now also possible to request office manuals (in PDF).


CORE
– Optimization regarding session management.


COLLECTION
– At configuration option added: “Sum similar interest CICData”.
– Date reminder made changeable even if penalty clause is not abnormal.


DOCMERGE
– Update aspose.words component.


TASKS
– Overviews when searching changed: billable column is replaced by From and vice versa.


MATTERS
– At document management the collection procedure date is shown if there is a debt collection case existing.


ADMIN > Configuration
– Option Officemanuals added.



| 17 december , 2015


10.2.50

Update V10.2.50


COLLECTION
– Several optimizations regarding automatic succession in combination with organizational tasks.



| 17 december , 2015


10.2.49

Update V10.2.49 CLIDoc V1.6.8 (update NOT mandatory) – If clidoc is disabled this not influence the change of normal.dot (m), macros etc. RELATIONS – Fix regarding control registry number after 31/12/1999. – Several optimizations regarding the wizard functionality (including possibility to undo). – When taking over legal identity while creating contacts, communication data of the relation will also be filled. ADMIN > Tabels – Maintenance payments / debt-collection groups improved. ADMIN > Templates – At remove added an extra check whether the template is linked to a record-db. ADMIN > Collection – Settings added regarding no currency symbol and charge statutory interest on debt / payments that were entered via accounting. MATTERS – Fix regarding sorting case groups. – CaseID-field turns RED at the top if ‘stop’. – Several optimizations regarding the wizard functionality. – Several optimizations regarding the wizard functionality (including possibility to undo). COLLECTION – Fix regarding pay / debt groups incomplete. – Added ability to email the organi command directly from the case. – Several optimizations regarding automatic succession in combination with organizational tasks. – Performance optimization regarding imports. – Added option to import the data directly without additional control. DOCMERGE / DMS – Aspose updates. ACCOUNTING – Fix regarding creating sales outside Europe (VAT grid not required). TASKS – Fix in combination with CLIDoc when selecting DMS-subfolder attachments. REPORTS – Fix 043 > Grouping level bigger than 1 was not working. BILLING – Fix regarding total count in export. GUI – Quick tasks renamed; naming was confusing.



| 4 december , 2015


10.2.48

Update V10.2.48

TASKS
– Provided insight in the ‘of / by’ user on several grids at meta data.
– At task scan added the option to click through directly to the case.


COLLECTION
– Several fixes regarding succession/organi.


ADMIN
– Added option to export the list of users and their user rights to excel.


HELP
– Updates several manuals.



| 30 november , 2015


10.2.47

Update V10.2.47

CLIDoc – V1.6.7. (Update NOT mandatory!)
– Support additional outlook task statuses added (pending / deferred).


GUI
– ‘Quick tasks’ quick menu added.


REPORTS
– Added option to add reports to ‘favorites’ of quick menu (using plus icon in the submenu).


TASKS
– Support additional outlook task statuses added (pending / deferred).
– Timers directly show the linked case in the list.


MATTERS
– Tab ‘timers’ added to all active timers on the case (newest at the top).
– Added ability to start a case-related timer directly from within the case.


BILLING
– Fix regarding generating OGM-number.



| 27 november , 2015


10.2.46

Update V10.2.46

GUI
– Layout fix F2 lookup.
– Logic fix for datepicker-control (From/until).


DMS
– Fix for uploading documents (if no subfolder is selected).



| 26 november , 2015


10.2.45

Update V10.2.45


COLLECTION
– Several fixes regarding import of CLP files.
– Several minor fixes on the ‘Overview’ screen.


CAMPAIGNS
– Fix regarding creating email-template.


ADMIN > Users
– Per user can be indicated to which Accounting partner the user has access rights.


ADMIN > Groepen
– Per group can be indicated to which Accounting partner the user group has access rights.


MATTERS
– When adding parties the ‘left exact’ search replaced back to ‘like’.
– Fix about 1st time integral initializing the F2 control.


RELATIONS
– Fix for clicking communication types with https in the url.
– Fix regarding remove relation if an eID record was existing.
– Button ‘update’ renamed to ‘Save’ at eID.


GUI
– Several minor fixes.