Skip to content
English
File Service Request Customer portal
Go to Riege Status page
  • There are no suggestions because the search field is empty.

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

Go to Settings > Finance > Accounting and click the action link “Edit Bank Accounts”. For issuing e-invoices in Germany, the following details are mandatory, when using the payment type transfer.

Upper table: The order of the accounts determines which account will be picked first, when performing actions involving invoices or statements/dunning.

Lower table: For every currency that is configured in Scope, the bank account(s) Scope would use is shown.

New account or edit an account

You can edit bank details or add a new bank account using the buttons below the upper table.

When adding a new bank account, you must enter a name (1), such as the bank’s name, “Default,” as examples.
If you have already entered a bank account and want to add a second bank account to your outgoing documents, select the checkbox (2).
Enter the bank’s name (3) and choose one of the two options (4). Enter the BIC or Bank code in (5) and the account owner in (6).
If the account owner is a factoring company to which you assign your receivables rather than your own company, enter the factoring company and select the checkbox (7).
Under (8), select “New” to add a currency and an IBAN or account number, and specify whether transfers in foreign currencies are allowed. You can also copy accounts. Scope will validate the account number and check whether the combination of currency and account already exists.

Use cases

  1. They are printed on invoice and statement/dunning PDF documents.

  2. They are included in e-invoices when using the payment type transfer.

Instead of providing all account entries for a given bank account, Scope will provide only the one account entry with the currency matching to the voucher currency.