To set up that emails will be send from your outgoing server using SMTP go on your company profile to Settings/Company Profile/Email Delivery and select “Send emails from your outgoing email server (SMTP)”. When sending emails with SMTP you can’t see on zistemo if an email was successfully delivered. Add […]
Attendance Time Details Report
On the attendance details report you will see details information about staff’s attendance time records. An explanation how each column is calculated is here ➜ detailed calculation On this report you can also see if a person was on-site or off-site and changes to the flex time balance will be […]
Time Ticket Default Duration
By default, any time ticket added to the Scheduler has a duration of 4 hours. You can change the default duration of time tickets added to the Scheduler on Preferences/Scheduler. Any time ticket that’ll be added to the planner will have this value as duration as default.
Show currency on item table
By default, prices on the item table in your invoice are shown without currency symbol. If you want to show the currency symbol on unit price, tax, discount and total item price you can activate to show currency on that fields in the column settings. Please make sure you’re activated […]
Period Selection
When changes made to an attendance template or staff member will be assigned to new attendance template, you’ll be asked fro which date zistemo should calculate these changes. You can select from the following options: From this month Your changes will be applied to the first date of the […]
Add Page Break After Introtext
If you want to add a page break after the intro text on your estimates and invoices you can activate the checkbox on “more options”:
Proposals – Getting started
With zistemo you can create web-based proposals, so your clients and leads can directly accept the proposal with e-signature.
Project Revenue Report
On the project revenue report you get an overview about your projects in monetary value. You’ll see staff cost, cost (expenses, items and mileages), total cost, budget, remaining budget, revenue, profit as well as unbilled and non-billable hours. All monetary values are shown in you account’s base currency ➜ The […]
Weekly planning
By default the Scheduler is made to plan by days. However, this might not be suitable for all companies/teams. You can also enable weekly planning to only schedule time tickets to weeks instead of days. To do so, you can change to weekly planning directly on the scheduler… …or on […]
Bottom-up planning
The scheduler is by default a tool for project managers who are planning top-down. However, ofter the bottom-up approach is more realistic and more suitable for your team. To do so, you can allow users (team leaders, team members and data capture) to plan time tickets on the scheduler even […]
Refresh Lexoffice Token (DE)
Standardmäßig ist doe Integration zu Lexoffice für 720 Tage gültig, da dies Gültigkeitsdauer des Token von Lexoffice ist. Es kann auch passieren, dass der Lexoffice Token seine Gültigkeit früher verliert. Um den Token von Lexoffice zu aktualisieren, gehen bitte zu den Integrationen und erneuere die Integration zwischen zistemo Lexoffice. Hier […]
New at zistemo
December 20, 2022 Scheduler Weekly Planning Ressource planning by days is suitable to control priorities according to urgency. However, this is not suitable for all companies. To reduce micromanagement, you can now allocate your project’s budgets by weeks in the Scheduler. Plan projects by weeks → Proposal Release Our new […]
Custom unit on flat amount projects
When invoicing a project with a flat amount as billing method the unit will be project (flat project amount) or task (flat amount for tasks). You can change the unit on the project settings. If you’ll invoice the project it takes the unit from this field, if empty, the unit […]
Add Sets to Project
A set is a group of items and tasks. Here’s everything you need to know about sets in zistemo → Sets on zistemo There’re two ways of adding sets to a project: 1) On the edit project page where you can add tasks or 2) on the project’s item list. […]
Default BCC on invoice emails
When sending invoices as email, you can now add default email addresses where it will be sent automatically as BCC. You can enter e.g. you bookkeeping inbox as BCC, so they’ll receive all you invoices automatically. To add a default BCC email addess for invoice emails, just go to settings/preferences/invoices […]
CSV Import Troubleshooting
If you facing some issues while import a CSV file to zistemo (e.g. incorrect file structure) please follow these steps to corrects errors. 1. Check file encoding Usually, files are encoded in UTF-8 which is the most common encoding. Please check if your file is encoded properly. Most text editor […]
Custom Reports
If you have an Enterprise subscription you can create your own custom reports directly in zistemo. First, make sure you have the SQL Data Warehouse integration active. Learn more about SQL Data Warehouse Integration → You can find own reports on Settings/Own Reports: Next, you can either load sample reports […]
Mark Attendance Time as Payable
If someone tracks attendance time outside of their working plan it will be marked as “non-payable” and won’t be calculated to the flex time balance. But it could happen that you have to mark it as payable. To do so there’re two options: Mark attendance time manually as payable or […]
Pipedrive Integration
With the Pipedrive integration you can import/export contacts and companies from/to Pipedrive and review estimates directly in Pipedrive. Watch the video or read the article to learn how to integrate zistemo to Pipedrive. Initial Connection with Pipedrive To connect Pipedrive and zistemo, go to My Profile/Integrations/Add Integration and select Pipedrive. […]
HubSpot Integration
With the HubSpot integration you can import/export contacts and companies from/to HubSpot and create and see estimates directly in HubSpot. Watch the video or read the article to learn how to integrate zistemo to HubSpot. Initial Connection with HubSpot To connect HubSpot and zistemo, go to My Profile/Integrations/Add Integration […]
