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 […]
Unsubscribe from our emails
You can easily unsubsribe from our mailing-list if you wish. Just click the link shown below: How to disable email notifications see HERE
Estimates Report
In the Estimates Report you are able to see when, to whom and with which amount you sent/created estimates. How to reach the report? Simply follow the steps: Reporting -> Client Reports -> Estimates Settings and customizing the report First of all choose your preferred date range: You can also […]
Staff Details
Contact Details Assigned Projects Staff Default Settings Flex Time Settings Flex Time Settings – Show changelog of corrections Two factor auth The “Staff Detils” you can find here – and scroll down on the staff page: Contact Details You can add more details to you staff. Assigned Projects […]
Change file type of “attached timesheet details” to ZIP or PDF
You can change the file-type your client receives, if you send an invoice with attached timesheet details. You can choose between ZIP or PDF. Note: ZIP is always set as default.
Defaults – Preferences
Default Fonts Variable Strings Document Names Welcome Messages Client/Vendor numbers for datev export Cancel invoice Staff email In the “Default” settings you can set some iptions, which you would love to have on default how you want them. Default Fonts The choosen font will be use as the default […]
API Token
Auto Login with Trello & Asana REST Api Our Api Token is necesarry for the Auto Login via our browser extensions with Trello and Asana. You hust have to gernerate one. See below how! Auto Login with Trello & Asanai For secure and private computers you may enable the API Token […]
How to cancel or delete your trail account?
You don’t need to cancel your trail account. If your trail period is over, your trail will automatically canceled. If you want to delete all your trail account and data please following this procedure: Go to “Settings” -> “Reset Data” -> “Delete Database” button. Note: You can delete your zistemo […]
Trello Integration
Connect Trello with your zistemo account Tracking Time with “zistemo’s Browser” Integration in Trello Assign Projects with “bulk-action” Customize your workspace and Projects Zistemo Integration in Trello Connect Trello with your zistemo account Connect Trello with zistemo: Go to your profile -> Integrations and click “add integration”. Choose Trello. […]
Asana Integration
Connect Asana with your zistemo account Tracking Time with “zistemo’s Browser” Integration in Asana Tracking Time with “My Tasks” in Asana Assign Projects with “bulk-action” Customize your workspace and Projects Asana Teams in Time-Tracking Reports Asana Sections in Invoices and Reports Zistemo Integration in Asana Select a task as billable/non-billable […]
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 Change file type of “attached timesheet details” attached to the invoice Custom name on “detailed Timesheet” How to attach timesheets to the invoice In zistemo you have to ways to attach […]
Timer Extension
Timer Icon in your Browser 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 Important: To see the embedded timer in your Asana, you need to make sure you […]
ZUGFeRD & XRechnung (en)
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
If you want to synchronize your Xero account with your zistemo account, go to Your Profile/Integration/Add Integration: 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 […]
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? You can enable this option in the Staff Settings: NOTE: Changes only be made automatically when editing project time […]
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, select “This needs to be approved”: Then choose which notification you would like to use in the Settings ->Attendance -> Vacation: Email Notification Buttons ‘Approve’ and ‘Reject’ in […]