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

 

| 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.



| 27 mei , 2015


10.1.94

Update V10.1.94

DMS
– Preview function of Word documents now shows more content.
– Added Excel grid preview.


RELATIONS
– Added direct link from accounting section to journal entries (debtors).


TASKS
– Activated the INS hotkey in Joblogger for synopsis field (insert date and fee earner code on new line and put focus).
– Fix regarding ‘Duration’ notation when entering/changing jobs.
– Fix regarding ´Show description´ (disappears after a click action in the grid).
– Added the option ´Group per fee earner´ to extended search.
– Option ´Group per fee earner’ also shows subtotals.
– Added column ‘Duration’ to tasks grids.


ACCOUNTING
– Fix in NL VAT declaration.


COLLECTION
– Fix regarding CICData codes for correspondence.
– Turning the module on/off by setting the ‘hasCollectionEnabled (in admin> settings).


MATTERS
– Added option at Document Merge to include data collection in the correspondence (Incl. collection-data).


MANUALS
– Various updates.



| 20 mei , 2015


10.1.93

Update V10.1.93

CLIDoc – V1.5.9 (Update not required!)
– Fix regarding bookme-screen reschedule appointments.
– Fix regarding bookme from within new XLS(X) file.


ADMIN > Configuration | Setup
– Adjustment for managing countries (selection ´country´ no longer required).


BILLING
– Fix regarding final billing rights.
– Fix regarding determining revenue account if families are activated (in conjunction with case voters).
TASKS
– Fix regarding save options after changing job (from within clidoc).
– Adjustment for enabled filters at ‘Open tasks … ‘.


ACCOUNTING
– Now possible to rename accounting partner.
– Fix relating periodic declaration (proof in conjunction with quarterly declaration with 13 periods).
– Fixes for creating broken/extended periods.
– Removed unused fields for creating banks (DIRECT BANKING).
– Fix for automatic selection Fin. Column after selecting ledger (both purchases and financial).
– Removed deletion code in Belcotax declaration.
– Various optimizations in Belcotax declaration.
– Various minor fixes.


NETBANKING
– Expiration date is also displayed in the overview.
– Fix regarding column sequence in excel export.


GUI
– Various language corrections.



| 22 april , 2015


10.1.92

Update V10.1.92

REPORTS
– Fix for 026 / 038 (parameter selection issues)


ACCOUNTING
– Fix for OGM validation
– Uploader now also has default 0-dossier functionality
– Several optimizations for netbanking
– Fix for downloading invoices Tools > Journals
– Option added ‘Only unpaid’ added Tools > Journals


BILLING
– Fix for OGM generation



| 16 april , 2015


10.1.91

Update V10.1.91

BILLING
– Fix for changing the ‘red’-amounts on costs

ACCOUNTING
– Fix for CODA imports with subventilation



| 14 april , 2015


10.1.90

Update V10.1.90

– Stability-update