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

 

| 26 juni , 2015


10.2.4

Update V10.2.04

BILLING
– Fix regarding selection filter ‘fee earner’.



| 25 juni , 2015


10.2.3

Update V10.2.03

ADMIN > Users
– Fix regarding export clidoc registry key.



| 25 juni , 2015


10.2.2

Update V10.2.02

ACCOUNTING > Tools
– Fix regarding changing Financial column.


MATTERS
– Fix regarding creating parties.


REPORTS
– 039: fix regarding not fully allocated amounts



| 24 juni , 2015


10.2.1

Update V10.2.01

TASKS
– For Joblogger unit is default set to ‘1’ in stead of ‘0’.


ACCOUNTING
– Fix for Daily Closure (miscellaneous).
– Fix for Belcotax declaration regarding company number of principal.


MATTERS
– In company sheet added the option disaggregated allocations to merge into the overview.
– Advanced Search now has the filter to search collection case yes / no.


COLLECTION
– Fix regarding basic interest calculation based on variable interest.
– Several changes in the GUI (menu items serving calling maintenance screens have been moved to ADMIN> Configuration | Setup> Collection).
– Review of last session added to follow up.


REPORTS
– 039: financial journal adjusted with the ability to impute payments (if it is not already done yet) before exporting the report.



| 16 juni , 2015


10.2.0

Update V10.2.00

ACCOUNTING
– Fix for adding new banks
– Uploader now also shows the invoices in queue
– Deleting an uploaded invoice is now regulated by specific user-rights


TASKS
– Separate setting available for joblogger combined with ‘book on default performer’



| 11 juni , 2015


10.1.99

Update V10.1.99

REPORTS
– Several fixes for report 039 – financial diary

TASKS
– Rollback for default performer with joblogger; only used during bookme



| 10 juni , 2015


10.1.98

Update V10.1.98

CLIDoc – V1.6.0 (Update not mandatory!)
– Fix for ‘tandem-letters’ (SHIFT+F9).


TASKS
– Made it possible, at Planning, to change to an earlier time until TODAY.
– Removed the date filters at Open tasks.


ACCOUNTING
– Fix for processing bank files related to RD-IN / OUT
– At Tools> journal entries, added the possibility to change financial column


REPORTS
– 039: Criterion account manager added on financial diary.



| 8 juni , 2015


10.1.97

Update V10.1.97

TASKS
– Fix for ‘Group per user’ functionality


COLLECTION
– Fix for manual interest calculations
– Several functional improvements


REPORTS
– 039 financial diary updated
– Paging issue with crystal reports viewer resolved


ACCOUNTING
– Changes for Belcotax (foreign customers/companies)



| 1 juni , 2015


10.1.96

Update V10.1.96

– Stabilityupdate



| 1 juni , 2015


10.1.95

Update V10.1.95

n.a.