November 20, 2024
Import E-Invoices to zistemo
Upload expenses in ZUGFeRD, FacturX, XRechnung or XML (EN16931) to zistemo. More here →
Project Dashboard for Team Members
Dedicated dashboard on projects for team members. More here →
Project Timer
If a timer runs for a project and the project is deleted, the timer stops automatically. Also, it doesn’t show closed projects on the timer anymore.
Videos
We started to adding continuously explanation videos for zistemo features.
Profit & Loss Report
Total income is now calculated wihtout tax.
Project Staff Settings
When editing project staff settings changes will be saved now automatically.
Creating Project
When creating a project it now shows the three option (create from scratch, template or with AI) in a pop-up
Off-Site Activities
Description for off-site acitivty settings was changes to make it more clear that user has to manually clock-in/clock-out.
Allow to Edit Attendance Time Records
When just using the attendance time module you can now limit the possibility for users to edit their attendance tome records.
Custom Holidays
When creating a custom holiday that repeats every year on an attendance time template, it doesn’t automatically duplicates itself.
Time Tracking – Pie Chart
The pie chart about tracked time on prpojects on the weekly/monthly time tracking now shows ascending from project with most tracked to less tracked time.
Attendance Monitor Details
On the attendance monitor you can now see the dates when a templates was assigned to a person.
Convert Estimate into Project
When converting an estimate into a project it creates now for each line item a separate task and does not accumulates tasks with the same name.
Convert Proposal into Project
You can now convert an interactive proposal into a project.
Attendance Time with AM/PM
You can now edit attendance time in time format using AM and PM time.
API
New API call was added to get daa warehouse integration status. More here →
Client contact email
Client contact email is no longer unique.
Filter for Overdue Tasks
On Timesheet Details and Task Summary report a new filter for overdue tasks was added.
Invoice History
See on the invoice history who removed a line item that was connected to a timesheet. More here →
Billing Contacts
On the subscription page the account owner can add other billing contacts to receive subscription invoices. More here →
Billable Tasks
New tasks on a project are automatically billable by default
Expenses on Projects
If team members as projects managers can now see all expenses to their projects
Decimal Time Format on Detailed Timesheet
If time format is decimal, it shows four digits after the decimal to avoid rounding issues and different times on invoice and report.
Client Gird Search
The search field on the client grid searches also for client number
September 5, 2024
Create Project with AI
You could now create a new project with our artificial intelligence AI. More here →
Reports Headers
All reports have now sticky headers so you can see also when scrolling down the name of a column.
Project Templates
Improved usability when several users working on the same project template
Client Search
The free text search on the client grid also searches for client numbers
Task Search
Improved usability when searching tasks on project boards/lists
Decimal Hours on Reports and Invoices
Decimal hours on reports and invoices are now shown with 4 decimal places for higher accuracy.
Attendance Time Module
Improved the attendance time module and hiding now all fields that are not needed when using that model only.
Attendance Time Tracking
Improved usability when tracking attendance time manually.
Invoice History
On invoice history you can now see who changed the invoice template and who removed line items that where connected to timesheets.
Billing contacts
You can now add up to 3 additional billing contact email addresses for your zistemo subscription. More here →
Timesheet Details Report
New filter on timesheet details report for overdue tasks. New grouping for timesheet details report for detailed summary. More here →
Billable Tasks
New tasks on a project are now automatically billable by default.
Project Time Tracking
Improved usability when tracking project time manually. E.g. users see now that they’re not assigned to any task on a project where they’re assigned.
April 4 , 2024
Inbox for task mentions
If you was mentioned on a task comment you see that on your inbox. More about inbox for task mentions →
Mark project as favorite
Mark a project as favorite to get to it faster via the main menu. More about marking projects as favorite →
Leave Duration
Maximum leave duration was increased to three years (1095 days). More about creating leaves →
My Tasks
Find “My Tasks” right on the main menu. More about my tasks →
Xero
We now sync the expense status from Xero
Items
Items are now available on the API. Also, you can now see and search items by number on a project.
Attendance time
When adding manually attendance time we changed the input field for start and stop time so you can insert time manually much more faster.
Working time on sick leave days
If no time was tracked on a day with sick leave the flex time balance does not change. When tracking attendance tome on a day with sick leave that working time is not counted as overtime. Overtime is calculated as for regular working days. If you track more time than your regular working plan you get overtime. But if you you tracked less than the regular working plan you won’t get a negativ flex time balance. More here
Task Sections
You can now hide task section names on reports, more here →
E-Mail confirmation
When changing the company email you have to confirm the new email address
Staff custom fields
We now support staff custom fields on the API on a user.
Flex time corrections
When manually correcting a user’s flex time balance you can now insert it in time format (hh:mm).
Project revenue report
On the project revenue report you will find now a summary line on the end
Retainers
We’ve added a search field for retainers
Account Access
We may need temporarily access to your account to diagnose and resolve a customer support issue you’ve raised. Our access automatically expires after 3 days, more here →
Maximum hours per timer
You can set up that a user’s timer automatically stops after a certain amount of hours, more here →
December 20, 2023
Mark hors as billed
Previously, hours were marked as billed if they were billed in invoices only. Now it’s also possible to manually add timesheets to an invoice so they’ll appear as billed in zistemo.
My Tasks
Get an overview of the tasks assigned to you. Sort them by due date or by project and enter your timesheets. Each employee can see their tasks sorted by urgency.
Add sets to projects
Tasks and items can be grouped into sets. Now these sets can also be added to projects. Add multiple tasks and items to a project with a single click.
Project assignment
Specify that all people should be added to a new project or all project members should be added to a new task by default. This makes the management of responsibilities in projects even more efficient.
Manage project and task assignments →
Mentoin persons in comments
Mention people directly in the comments on tasks. The people receive a notification and can reply directly. For even better communication within the team.
VAT rate change in Switzerland
From January 1, 2024 new vat rates apply in Switzerland. We added for Swiss companies a new function to bulk update their tax rates easily. More here →
September12, 2023
Vertical Side Menu
New Project View
With a fresh design and seamless functionality, you’ll have complete control over your projects. From task cards to to-do lists, tracking and editing time entries has never been simpler. Keep your entire team in the loop with real-time updates on project status. Plus, you now can use project templates!
Sync Projekt Time with Attendance Time Retroactively
To make it much more easier to sync project time with attendance time you can now sync it retrospectively. Bring more transparency to your attendance time. Learn more here
Manually update lexoffice integration
You now can manually update the sync to your lexoffice account
Detailed Timesheet Time Format
Show time record on the detailed timesheets report attached to your invoice with the same time format (decimal or hour format) as your invoices.
Quickbooks for non-US companies
We now support integrations to Quickbooks for non-US companies (e.g. Canada), mainly by support HST/GST tax.
December 20, 2022
Scheduler Weekly Planning
Ressource planning by days is suitable to control priorities according to urgency. However, this is not suitable for all companies. To reduce micromanagement, you can now allocate your project’s budgets by weeks in the Scheduler.
Proposal Release
Our new tool for web-based proposals was previously available as beta. Now we are releasing the feature for digital and interactive proposals! Finally put an end to redundant processes, because 60% of medium-sized companies in Germany print out customer contracts, sign them by hand and enter them again digitally. With zistemo proposals, you can impress your customers digitally.
Create now web-based propsoals →
Project Revenue as Report
To give you a better overview of your ongoing projects, we’ve added a new report to zistemo: Project revenue. Here you can see total costs, revenue and profit for multiple projects as a monetary value.
See revenue of your projects →
Bottom-up Employee Scheduling
New Placeholder: Subtotal Minus Discount
To make your invoices more transparent to your customers, you can now show the net amount minus discount on invoices.
Links in Client Custom Fields
To store and retrieve additional information from your customers more efficiently, links are now recognized in the client custom fields.
Add URL to client custom fields →
Page Break After Intro Text
Add a page break after your intro text on invoices and estimates to start the pricing on the next page
Display closed tasks for project invoicing
If you invoice a project with flat amount for task as billing method you will now see which task is completed.
Invoice projects with flat amount for tasks →
Invoice Report: Sort by Due Date
Sort your invoices on the invoice report by due date.
Vacation Entitlement on Vacation Overview
See the vacation days per year on the vacation overview report
October 12, 2022
Brand new proposal tool as beta
We roll-out the beta version for all existing users on zistemo! Close deals faster with interactive packages, optional items and share your web-based proposal across all devices. Make it easy for your prospects to say “yes!” and get your quote approved in minutes with digital signatures.
Project Custom Fields
Structure you data on projects. You can now set up the field type of custom fields on projects. Define if the custom field is a text or date field, checkbox, dropdown, picklist or multi-select-picklist and lead people to insert proper data.
Here more →
Add Sets to Projects
CSV Client Import
Improved Absende Report
Custom unit on flat amount projects
For more flexibility, you can change the line item unit for projects with flat amount on the project settings.
Record Payment Search Field
When recording a payment you can now search for invoice and client in a free text field.
Email Subject for Approval Requests
When receiving an email that your approval for any absence is required, you can directly see the date range in the email subject, allowing you to search for approval emails right in your inbox.
Project History
You can see now in the project history who closed or re-opened a project
New Internal Project Number
When using the client number on project numbers you will see as internal client number now “internal”.
Swiss QR-Code on Retainers
For our customers from Switzerland: You can now also create retainers with QR-code (QR-invoice)
Reverse Charge Expenses with Lexoffice Integration
You can now create and manage expenses where you have to apply reverse-charge with your Lexoffice account integrated. You don’t have to do anything, it automatically snycing it correctly by the account number.
Mileage ordering
When sorting mileages e.g. by date, it shows the mileage odometer chronological
Manage Subscription
We improved the page where you manage your subscription. It gives you a more transparent information what’s already in your plan.
Delete Timesheet from Invoice
When a timesheet was added to an invoice, you surely can delete it. We now show a warning when deleting timesheets from an invoice that these timesheets will be then again unbilled.
Assign staff to task
When there’re allocated hours on the scheduler for a staff, you can’t unassign this person from that task in the project.
Service Date on Recurring Invoices
When you create a recurring invoice from a manual invoice it clears the ::service date:: placeholder. Also, it gives you the right invoice intro right ahead.
Rename Payments Collected Report
We renamed the “Payments Collected” report into “Invoice Payments” to be more clear what data it shows.
