You can view the expenses’ statuses on the expenses grid: You can also search for a specific status via the search field. Just choose your “status” which you want to search for and hit “search”. There are 9 expense statuses, which belongs to 3 groups: Expense is assigned to a […]
If some of your expenses are recurring, you shouldn’t manually create them each time they occur. Here’s how we’re helping you save more time: You can set up a Recurring Expense Profile and zistemo will automatically create recurring expenses with a certain frequency. Just go to Purchases -> Expenses -> […]
Expense Report – get an overview of your business expenses What is the zistemo ‘Expense Report’? The zistemo Expense Report is a quick and handy reporting tool which helps freelancers, startups and small businesses. Use the ‘Expense Report’ to track your business spending. Where can I find the ‘Expense Report’? […]
Billable expenses by default Create Transaction out of expenses How do I search for a specific expense? Sort Expenses Change Category Change Vendor Billable expenses by default If some of your business expenses are related to a particular client or project, you can invoice the client with these expenses. To […]
How to create an expense? How do I update/delete an expense? Recurring Expenses Expense Statuses How to create an expense? To create an expense go to Purchases ➝ Expenses ➝ Add Expense Expense creation page includes: – The Author name or the Expense creator. By default, this is the member […]
You can simply delete the time records on the Time Tracking page by just the clicking cross button on the time entry line: BUT always keep in mind that you can delete a time entry ONLY if the status is Non-billable or Unbilled (in other words – not invoiced, not […]
Retainer data – Grid Retainer Balance How do I find a Retainer? Bulk Actions Row end menu Retainer data – Grid You can see the Retainer Balance and all the main Retainer data for each client on the Retainers main grid. Information is displayed in the following columns: – Total […]
1. Project Dashboard – Instant – Project Dashboard with “flat project amount” – Project Reports – Contacts – Team Members – Key Performance Indicators – Project Metrics – Project Progress – Recent Activity 2. Manage Tasks 3. Logged Hours 4. Expenses 5. Transactions 6. Project Activity 7. Retainer 8. Documents […]
The “Profit and Loss” Report shows the net profit or loss your company gets during an accounting period by subtracting costs from incomes. Income basically means the company’s revenue from the taxable and non–taxable operations. The “Income” category includes the next subcategories: – Taxable Operation Income – a summary of […]
1. VAT Report 2. Generate VAT Report 1. VAT Report The VAT Report shows your company’s activity by including the following: – how much money you got from selling goods or services; – how much money you spent on purchasing goods or services; – the VAT amount from sales and […]
Project Report Project Report with billing methods “staff day rate” & “tast day rate” Project Report shows how much you will earn from each of your projects. Project Report In the Report header, you have the general project information, such as: – Project Status (not started, in progress, finished, overdue); […]
Why we use primary and non-primary contacts? Do my clients see how much they owe? How to find a specific client Client Net Revenue Why we use primary and non-primary contacts? On the client page, you can create one primary and many non-primary contacts for a client. Primary contacts cannot […]