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

 

| 18 januari , 2016


10.2.59

Update V10.2.59


GUI
– Help functionality includes search function; also search trough video tutorials.


TASKS
– Bookme now proposes case(s) based on e-mail address of the sender (if no case is found based on cicero tag in subject).
– Storeme now proposes case / relation based on e-mail address of the sender (if one case / relation is found).



| 14 januari , 2016


10.2.58

Update V10.2.58


CLIDoc – V1.7.4 (Update NOT mandatory!)
– Stability update.


TASKS
– When using the timer to create a bookme job the point of time will be ‘regressed’ based on the number of minutes spent.


ACCOUNTING
– Fix regarding import of coda-files with opening balance 0.


REPORTS
– Fix regarding reporting favorites using ‘enter’ key.


BILLING
– At final billing added the possibility to deviate from the invoice template.


GUI
– Several how-to manuals added at MATTERS / RELATIONS.



| 11 januari , 2016


10.2.57

Update V10.2.57


CLIDoc V1.7.2 (update NOT mandatory)
– Fix regarding wrong timer results.


COLLECTION
– Organi-export is now generated in ANSI format.


TASKS / MATTERS
– Sorting tasks grids optimized to sort by date (time sorting will also be included).
– At the open tasks presets added the ability to choose a distinction between ‘not started’ / ‘pending’ / ‘waiting
for someone else’.


REPORTS
– Fix regarding not showing report 036 in specific SQL configurations.



| 7 januari , 2016


10.2.56

Update V10.2.56


CLIDoc V1.7.1 (update NOT mandatory)
– Extensions and fixes regarding timer functionality.



| 7 januari , 2016


10.2.55

Update V10.2.55


CLIDoc V1.7.0 (update NOT mandatory)
– Fix regarding the non-appearance of the Bookme screen when sending e-mails.
– Expansion timer functionality (now housed in the setup window). Also with new mails / documents the timer functionality will now be invoked, if enabled.


ADMIN > Configuration
– Uploading office manuals only in doc(x) format.


GUI
– Several manuals updates/added.



| 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.