Trello Integration

Connect Trello with your zistemo account Tracking Time with “zistemo’s Browser” Integration in Trello Zistemo Integration in Trello Connect Trello with your zistemo account Connect Trello to zistemo: Go to your profile -> Integrations and and click “add integration”. Choose Trello. Zistemo will sync all projects you have access in […]

Asana Integration

Connect Asana with your zistemo account Tracking Time with “zistemo’s Browser” Integration in Asana Zistemo Integration in Asana Connect Asana with your zistemo account Connect Asana to zistemo: Go to your profile -> Integrations and and click “add integration”. Choose Asana. Zistemo will sync all projects you have access in […]

Attach Timesheets to the Invoice

How to attach timesheets to the invoice Invoice Wizard Detailed time entries information (Timesheet Details Report) attached to the invoice How to attach timesheets to the invoice In zistemo you have to ways to attach the timesheet to the invoice 1. You can create an invoice based on the project (will […]

Multiple expenses for one transaction

Zistemo allows you to add multiple expenses for one transaction. You will see the unexplained transactions in the banking area. To add multiple expenese to one transaction, click “paymant for an expense” in the right dropdown menu. In the next step you will see the current transaction. Below you can […]

Timer Extension

Timer Icon in your Browser In Google Docs How Timer Button works for Trello How Timer Button works for Asana How it works for Jira Where can I find those time entries? Timer Icon in your Browser Available for Google Chrome and Mozilla Firefox browsers. You can upload it for Mozilla […]

Invoice in PDF/A3 ZugFerd Format

ZUGFeRD is an abbreviation for »Zentraler User Guide des Forum elektronische Rechnung Deutschland«. The goal of ZUGFeRD is to enable electronic invoice exchange including structured data in the public and private sectors. However, unlike existing standards like EDI it is not only targeted at large organizations, but also small and […]

Italian Invoice XML

Italy has a requirement now that all electronic invoices send by email needs to send also an XML Infomation block to an Italian exchange system. For all our Italian Customers we’ve implemented the ability to download the ‘FatturaPA’ and you can find it in the Invoice Preview Dropdown (Sales -> […]

Xero Integration BETA

The user (account owner, admin) can customize it under his Profile -> Integrations: This Integration will be for the whole company, not only for the user’s account that created this integration, so if it was done by the account owner for ex., then the admin will use the same account […]

Connect Project Time with Attendance Time

How does it work? Can other roles connect their Project Time with Attendance Time? Details Exceptions Additional Info If you use “clock for break” – zistemo behaviour How does it work? The account owner, the admin and the HR admin can find this option on the Staff’s Profile: By default […]

API Info

An API (application programming interface) is the building blocks developers use to create software and applications. Think of it as the linking of information between one source and another and the automation of tasks between them. You will need some level of experience coding to use the API. That being […]

Zapier BETA

How does Zapier integration work? Zapier is a tool that allows you to connect apps you use every day to automate tasks and save time. You can connect any of Zapier’s 750+ integrated apps together to make your own automation, without writing any code. Each automation (called a Zap) has one app as the Trigger, […]

Vacation Request Link – abilities to approve

There are 3 ways to get a notification to approve or reject the Vacation/Leave request: Email Slack Bell First of all, please choose which one would you like to use in the Settings ->Attendance -> Vacation: Email Notification Buttons ‘Approve’ and ‘Reject’ in the email letter: when your staff members […]

Team Report

In the Team Report you are able to see the efficiency of each team member. How to reach the report? Simply follow the steps: Reporting -> Time Tracking Reports -> Team Report   Settings and customizing the report: First of all choose your preferred date range:   You can also […]

Meal Allowances

Meal allowances per day Meal allowances per overnight Meal allowances per day If you want to allow meal allowances for your staff, simply head over to the attendance settings. First head over to the “Leave” section in the attendance settings. Add another leave reason Choose and mark “this leave type […]

Why can’t I delete a Client? Invite Contacts

Why can’t I delete a client? I’m getting a “Please correct the following” error message Invite and Re-Invite Contacts Why can’t I delete a client? I’m getting a “Please correct the following” error message. You cannot delete a client if this client is associated with an active invoice, estimate or […]

Adding a Short Break Manually

You can not only clock in and out for a Short Break but also add it manually when needed. #1 and #2 – Go to Time and Projects ->Attendance -> Attendance Monitor (click on the person’s name). #3 – Click on the day you’d like to add a break to: […]

Change payment method from CC to Paypal (for old users)

We only support new subscriptions to be paid via PayPal. That means if you would like to switch to this payment method, you would have to cancel your subscription and simply re-subscribe again with PayPal instead of Credit Card. We have had a few users who have done that before. Please rest assured […]

Delete Personalized Template

Personal Templates can be easily removed (if it was never in use) with the Delete button. But what to do if you already used it for an invoice and still want to get rid of it? 1. Make sure it is not chosen as the default one:   2. Now you need […]