Which financial checks can I do in Scope?

Close the periods in Scope before you do so in your accounting system. See How does the month closing procedure work?
Review your open estimates from previous periods in the Estimates application and remove any duplicates, as well as those for which no incoming invoices are expected. For guidance on transferring estimates to your accounting system, visit How can estimated costs be transferred to the accounting system?
Check whether your shipments have been invoiced and/or financially closed. For a description of the financial status see How can I manage financial status of shipments?
Review the Accounting application to identify any items that cannot be transferred. If issues arise, please contact our service team for assistance.
Compare your accounting system and the financial reporting in Scope. See How to ascertain completeness of the accounting interface batches?
Check whether the open balances and/or credit limits have been transferred from your accounting system to Scope. See How can I import credit limits and open balances?
If exchange rates are not updated automatically, please ensure they are entered manually. See Where can I maintain exchange or conversion rates?
Advanced: add the Source column to application Estimates and check whether you are still adding many jobcosting lines manually instead of making use of Activity Types. If you are still doing a lot of manual work, schedule an online training with your Riege service team for Activity Types & Tariffs.

Scope enables you to efficiently manage the financial aspects of your shipments. You can conduct specific checks to identify potential process gaps. This article outlines the available checks.