Overlapping time

By default it is possible to have overlapping time entries for projects. But you can deny for specific users to create overlapping project time. Just go to contacts/staff/edit staff. Under the user role you see a checkbox where you can deny overlapping time for that user:   If this user […]

Jira Integration

Connect Jira with your zistemo account Assign Projects with “bulk-action” Customize your workspace and projects Zistemo Integration in Jira Connect Jira with your zistemo account Connect Jira to zistemo: Go to your Profile -> Integrations and click “add integration”. Choose Jira.   After that please allow zistemo to access to […]

Optional items in an estimate

Sometimes you may want to offer your client some extra services or additional products as a supplement to an estimate. So, you don’t need that the extra items are included in the estimate. Here’s how to add additional/optional line items in an estimate: First you need to activate this option. It […]

DATEV Import

zistemo unterstütz den Import von Kunden und Lieferanten (Debitoren und Kreditoren) aus einem Stammdatenexport von DATEV. Damit bist du mit deinem Steuerberater dann synchronisiert. Vor allem wird beim nächsten DATEV-Export aus zistemo die korrekte Debitoren-/ Kreditorennummer exportiert. INFO: Die Anzeige und Bearbeitung der Datev-Nummer wird auch in der “API” unterstützt. […]

Assign staff to task

In zistemo you can assign staff members to tasks. To do so please make sure that the staff member is assigned to the project: Learn how to assign staff members to projects. Then add tasks to your project: Learn here how to add tasks to projects. If you added staff […]

Credit Memo for expenses

In case your vendor gives you some kind of discounts after you paid the expense you received zistemo helps you to handle credit memos on expenses. If your expense is not paid yet you should delete the expense and create a new one with the correct amount. First, you should […]