Project Margin

If the timesheets (also if you use “flat amount”) and/or the expenses and/or the private mileages are assigned to the project then the project margin is calculated as predicted amount. As here shown in the project summary report: BUT we do only show the margin until the projects data aren’t […]

List of all Placeholders

1. Company Logo block 1.1 ::logo image:: 1.2 ::logo text:: 2. Sender Name block 2.1 ::sender address:: 2.2 ::creator email address:: 3. Client Address block 3.1 ::client name:: 3.2 ::client address:: 4. Document Info block 4.1 ::number:: 4.2 ::issue date:: 4.3 ::due date:: 4.4 ::service date:: 4.5 ::document title:: 4.6 […]

Manage Dashboard for staff members

If you are an Account Owner or an Admin you can manage or switch on the visibility of any widget on the dashboard for your staff members. Also, you can switch on or hide any dashboard widget available for staff. Go to Contacts -> Staff -> open the line end menu […]

Import Mileages via CSV

With zistemo, you can create mileages manually, but you can also import them from a .CSV file. Note: Please use “UFT-8” for encoding Just go to the “Import” link in the header menu: choose “Import Mileages” and click “Import”: Next, you can click on the “sample file” link and download […]

Items on Projects

Starting from an estimate Creating a Project out of an estimate Add/Search new item Update the item quantity Team Member View If you are working in a craft business, this feature will suit you good. For example: As a user for Car Service Company, you want to use Items from the […]

Team Member – Show financial data on projects

You can choose if your team member is allowed to see the financial charts on the project dashboard (sales & costs). NOTE: If you create a team member, it is by default disabled. So your team member can’t see any financial data. To enable or disable this feature, go to […]

Change credit card details / payment method

If you need to change your credit card details or you want to switch your payment method, please go to your “subscription” tab. After that, you can choose if you want to “change the credit card details” or “change your payment method.

SQL Data Warehouse

1. How to add the Integration 1.1 How to connect with MySQL 8.0 2. Cloud Applications recommendation 3. Bring the Data to Life With our new function “SQL Data Warehouse” you can easily export all your stored infos from zistemo to a SQL database. This gives you the full control of […]

Sets – group items and tasks

Sets are a summary of items and tasks. These Sets can easily added to Invoices, Estimates, Retainers and Purchases. E.g. you create an website for a customer, so the website includes the desing, development and testing. The Sets would be called Website, with the tasks or items added to it. […]

Dashboard Pulse Widget

The Pulse Widget is the fastest way to track your time. Soonest you start to log time to a project, the timer starts running and you see it directly on your dashboard. Just click on the “Play” Button and choose your preferred Projects, where you want to track time. To […]

How to Payroll?

You can payroll your staff via zistemo easily and keep your bookkeeping clean. Just start following the description below. Create an expense for the salary, let’s say for “Andre”. Use the right category “employee salary” or create a new category on your tax consualtant recommendations. Create the payment transaction to […]

Payment for an Expense

1.Explain Transaction 1.1 Explain Transaction in Expenses Menu 1.2 Explain Transaction via Banking “unexplained transaction” 2. Expenses Currency 2.1 The expense currency is the same as the transaction currency 2.2 The expense currency is different as the transaction currency 3. Show only expenses which fits the transaction 3.1 Multiple expenses […]