Finance
Accounts, Invoicing, Estimates, Reporting, Payments ...
FAQ
- How does Scope determine the taxability (tax-free or taxable) of receipts? What are reason codes in this context?
- Scope E-Invoicing Integration Roadmap
- 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 do I ensure prepayment in Scope?
- What are Administrative Orders 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?
- How do I set up e-invoicing in Scope?
- How can I use the Contract functionality to periodically generate invoices for services unrelated to shipments?
- When to use a Contract, an Administrative Order, or a Simple Order?
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 and open balances?
- How can I import payments (open balances), and what do I need to know about the import format?
Interfaces
- How to ascertain completeness of the accounting interface batches?
- Scope Accounting CSV Interface Format
- Scope CSV Interface Format
- How to make use of the Exact Online interface?
- How can estimated costs be transferred to the accounting system?
- How does the month closing procedure work?
- How to export financial transactions and debtor/creditor changes from Scope
Invoicing/Payables/Costs/Estimates
- 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?
- Which jobcosting types are available and what do they mean?
- A guide to jobcosting and invoicing
- How can I create aggregated invoices by estimate/cost specification?
- 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 are the payment target and the periods for dunning notices managed in Scope?
- How do I configure and use (automated) intercompany accounting 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?
- How does self-billing work in Scope?
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?