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 […]

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 […]

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 […]

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 […]