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

 

| 23 november , 2015


10.2.44

Update V10.2.44


– Stability update.



| 23 november , 2015


10.2.43

Update V10.2.43


ACCOUNTING > Tools
– Fix regarding loading VAT box to edit purchase mutations.


ACCOUNTING
– Disabled the selecting of VAT boxes 81/82/83 at various input screens (to prevent an issue in VAT declaration).
– At settlement of dept added the ability to book a payment difference directly with a variety of booking.



| 23 november , 2015


10.2.42

Update V10.2.42


GUI
– Optimized all from / to date filters.
– Several minor fixes.


COLLECTION
– Fix regarding selection criteria automatic succession.
– Fix regarding reckoning (double penalty clause).
– Fixes regarding repayment calculations.


BILLING
– Payment requests now also allowed for companies.


RELATIONS
– Fixes about showing communication data social media.
– Moved buttons into journal entries so that you can click through if no purchases / sales invoices are posted.


REPORTS
– 026: added option ‘trial balance’.


MATTERS
– Fixes about showing communication data social media at parties.
– Adjustment in F2 Lookup when adding parties; ‘LIKE’ filter is replaced by ‘Left Exactly.


DOCMERGE
– Update of ASPOSE-components.



| 30 oktober , 2015


10.2.41

Update V10.2.41


– Stability update.



| 30 oktober , 2015


10.2.40

Update V10.2.40

DASHBOARD
– Creditor data will now also be displayed in notifications concerning purchase invoices.
– After changing purchase invoice the dashboard will be updated.


MOBILE
– Notifications added to the dashboard.
– Menu structure changed.
– Tasks list in combination with gap analysis added.


RELATIONS
– Added button to search the relation directly in Google.
– Added communication types ‘LinkedIn, Twitter, Facebook, Skype ‘.
– Increased Memo field in contact list.


COLLECTION
– Organi export format expanded to include additional fields (case archive / memo field and per party the party address-reference).


CAMPAIGNS
– Several minor fixes regarding upload mail template.



| 29 oktober , 2015


10.2.39

Update V10.2.39

MOBILE
– Several fixes for creating a relation.


TASKS
– Fix regarding due date selection.


CAMPAIGNS
– Added Upload / Edit possibility for email templates.



| 28 oktober , 2015


10.2.38

Update V10.2.38


MOBILE
– Relations search expanded with overview of cases.
– Adding relations now possible.


DASHBOARD
– Layout optimization for notifications.


TASKS > Search
– ‘Overdue’ filter added (also on dashboard / follow-up).


ACCOUNTING > Netbanking
– F2 lookup for cases with manual payment orders now supports wildcard search as in automatic payment orders.
– F2 Lookup for party person now also provided with batch-type and RS-sorting.



| 27 oktober , 2015


10.2.37

Update V10.2.37

CLIDoc – V.1.6.6 (Update NOT mandatory!)
– Office 2016 support.


ACCOUNTING
– Extended the F2 lookup control for cases in Netbanking.
– Uploader (purchase invoices) extended with fee earner and status ‘Rejected for payment’ to support workflow.
– Payment difference / discounts process directly with miscellaneous booking from financial (set at maintenance accounting partners> auxiliary diary).
– Fix for selecting an accounting partner at year transfer in combination with state server.
– Fix for retrieving sales book rules.
– Fix regarding saving ledger accounts with billing settings (? – is not saved).


DASHBOARD
– Added panel on behalf of enhanced support workflow purchase invoices.


REPORTS
– 014: fix regarding selection criterion ‘dominus’.
– 014: click through to relation-sheet is now possible.


RELATIONS
– Fix about sending requests for payments by mail.
– Fixes regarding Companyweb integration.


DMS
– Fix regarding incorrect storage directory by batch import.


DOCMERGE
– Performance optimization regarding puzzle lists (relations / matters / tasks).
– Update Aspose.Words components.


COLLECTION
– Several (minor) updates.


ADMIN > Users
– Default tab on Matters expanded with option ‘finance’.


BILLING
– All grids of sessions provided with paging capabilities.


TASKS – Planning
– Added sort possibility by columns.



| 7 oktober , 2015


10.2.36

Update V10.2.36


CICERO CORE
– Stability update.


BILLING
– Fix regarding disable the ‘invoice’-button during payment request.


MANUALS
– Several manuals updated.



| 1 oktober , 2015


10.2.35

Update V10.2.35

CLIDoc – V1.6.5 (Update NOT mandatory!)
– Fix regarding rights to clidocs folder in specific cases.


RELATIONS
– Recharged costs of Company Web lookup now also possible from relation details (company tab).
– Wizard functionality now also supports direct link to eID.


ADMIN > Groups
– Default tabs on relations / matters can now be set per group.


BILLING
– Fix regarding sending bulk invoices via exchange.


ACCOUNTING > Tools
– At Journals the auxiliary journal is no longer required as a filter.
– At Journals the last used accountancy partner / year will be remembered.
– Several minor fixes regarding editing the reference on a booking.