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Knowledge Base

Finance

Finance

Accounts, Invoicing, Estimates, Reporting, Payments ...

FAQ

What are Administrative Orders in Scope?

How does Scope determine the taxability (tax-free or taxable) of receipts? What are reason codes in this context?

How can I set a debtor for automatic email invoicing?

How do I use ZIP zones?

How do I use the credit limit function?

How can I merge and attach documents to an emailed invoice or general email?

How can I manage financial status of shipments?

How do I invoice an EU customer without valid VAT number?

How does Scope handle e-invoicing for tax reporting in Poland and other EU countries?

How do I create a basic tariff?

How do I check expected and actual profit of a shipment?

How does Scope calculate gross margin on the Jobcosting tab?

What is the purpose of the field 'Customer' on a shipment?

How can I validate the EU-VAT-ID?

How monthly settlement works in Scope

The debtor role in a partner can have three different types - how do I use these types and what do they mean?

How can I change the economic date after issuing an invoice?

How do I set up activity types? What are the advantages of activity types in Scope?

How the month closing procedure works in Scope for US

What are cost centers and how are they used in Scope?

Where are currencies managed in Scope?

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Import/export of data

How can I import tariffs and e-rates?

How do I activate the transfer of payments from Quickbooks to Scope?

How can I do accounts payable imports?

How can I manage CASS in Scope?

Where can I maintain exchange or conversion rates?

How can I overwrite customs exchange rates?

How can I import credit limits or open balances?

How can I import payments (open balances), and what do I need to know about the import format?

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Interfaces

How to ascertain completeness of the accounting interface batches?

How to make use of the Exact Online interface?

Invoicing/Payables/Costs/Estimates

How can I create aggregated invoices by estimate/cost specification?

Which jobcosting types are available and what do they mean?

How can I process payables in Scope?

How do I delete Estimates, which were not part of a shipment?

How can I check if an estimate is dissolved completely or if there was a difference between estimates and incoming invoices?

How can I create and send Account Statements and Dunnings?

A guide to jobcosting and invoicing

How can I check invoices and register payments?

How can I convert estimated costs to incoming invoices?

How can I prevent receivables/payables from being posted to an incorrect/previous month?

What needs to be done when the VAT-% is changed locally?

How do I configure and use (automated) intercompany accounting in Scope?

How are the payment target and the periods for dunning notices managed in Scope?

Update open balance in Scope for invoices and/or debtors

How to Export the outstanding invoices from Exact Online

How do I manage our (own) bank accounts in Scope?

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Reports

How do I check shipments have been invoiced, how is profit and invoice reporting done in Scope?

How do I filter shipments for a jobcosting by user (clerk, sales person) report?

How can I generate an Expected Profit Report?

How can I group different shipments under one project number and then use this grouping for reporting?

How can I run a customer turnover report in Scope?

What is the difference between reports created in the shipment overview and reports from the finance module?

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