To see the KPI dashboard your project must user “hours per task” as budget method. If so, you‘ll see the KPI tab on your project navigation. The preliminary KPI dashboard for projects s available for enterprise subscriptions only. To learn more about project monitoring visit our blog
Staff Hiring and Exit Date
You find the hiring and exit date on the staff edit page on the working hours tab. Hiring Date If the hiring date is in the current year, vacation entitlement will be calculated accordingly and the flex time balance starts at this date. If the hiring date is not in […]
E-Mail Delivery
On zistemo, you can use three different methods to send emails from zistemo, e.g. invoices, estimates, reminders, invitations etc.): 1. Send emails from users email address Preferred solution for companies who want to send emails from zistemo but from their email address. Domain authentication (whitelabel) recommended. 2. Send emails from […]
Browser Extension Torubleshooting
If the zistemo browser extension is not working correctly in Asana, Trello, or Jira, the steps below can help you identify the problem. Before you start: • The extension only works in the browser version of Asana, Trello, and Jira • It does not work in desktop apps or mobile […]
How to Change Your E-Mail Address
If your e-mail has been verified you can’t just change it. For security reasons you have to confirm your current and your new e-mail address. Follow the step below: Navigate to “My profile” by clicking on the dropdown at your avatar: 2. On your profile, click on “Change email”. If […]
Attendance Time Logs
On zistemo, all details to the attendance time are logged. Tracking all changes to attendance time ensures accuracy, accountability, and compliance. It helps prevent errors or fraud, provides reliable data for payroll and reporting, and maintains a clear history for audits or disputes. Go to Reports/Attendance Reports/Attendance Time Log to […]
HR Report
Access all relevant information about staff working hours and leave, simplifying your handover to payroll. To see it, navigate to reporting/attendance reports/HR report: In some countries, e.g. Switzerland, Germany, Italia, France or Spain employees get an extra pay for woking at night, on holidays or on the weekly day of […]
Timeline
As a project manager and substitute you can plan tasks for your projects as a visual timeline with a Gantt chart. Only tasks that have a start and due date are shown on the timeline. Those tasks can be easily added where you see “No due date…”. Also, you can […]
Attendance Time – Team Attendance
Attendance – Team Attendance Navigate to the Absence and Attendance menu point. On Team Attendance you can see an overview about your team’s attendance stats. By clicking you can enter to their attendance time list view. On the upper left side, under Attendance Monitor, you can choose one specific department […]
Attendance Time List View
When navigating to the absence and attendance time menu point you’ll get by default to your attendance time list. view. Widgets On the list view you see following data as widgets: Working time: On the left side Attendance time (clock-in till clock-out) minus breaks, and on the right side your […]
Recurring Invoice for Flat Project Amounts
You can split the flat amount from a project into recurring (automatic) invoices. On project settings/billing method select flat project amount as billing method. After, you can set total flat amount, recurring amount, frequency and quantity (number of invoices to be created). Example: total flat amount is $60,000; recurring amount […]
Progress Invoice
A progress invoice, or also known as stage payment, milestone invoice, or progress payment is a type of invoice that breaks down a project’s total cost into smaller, incremental payments, typically sent at predetermined intervals or milestones during the project’s lifecycle. 1. Create a progress payment First, you need to […]
What is a work email adress?
work email address is an email account used exclusively for professional or business communication. It typically includes your company’s domain name (e.g., yourname@company.com), distinguishing it from personal email addresses. Using a branded business email helps establish credibility, build trust, and present a more professional image. Since Zistemo is a B2B […]
Leitweg-ID & Buyer Reference
The Leitweg-ID is a German specific field that is need on invoices to public contract authorities. On the XML-data it’s buyer reference. To add a Leitweg-ID to your e-invoice/XML-invoice follow the steps below. Create a client custom field on settings/preferences with the name #Leitweg-ID. Make sure to name the field […]
Ordernumber On E-Invoice (XML)
If you want to add the ordernumber to your e-invoice/XML-invoice you can use project custom field or add the information directly on the invoice. Follow the steps below to add ordernumber from a project to your e-invoice. Ordernumber as Custom Field Create a project custom field on settings/preferences with […]
Import E-Invoice
From January 1, 2025, electronic invoicing will be mandatory for domestic B2B sales in Germany. Every company is obliged to be able to receive e-invoices. In zistemo, e-invoices can be imported and managed as output (incoming invoice). The supported file formats are ZUGFeRD FakturX XRechnung XML (according to EN16931) PDF […]
E-Rechnungen importieren (DE)
Ab dem 01.Januar 2025 gilt in Deutschland die E-Rechnungspflicht für innländische B2B-Umsätze. Jedes Unternehmen ist dazu verpflichtet E-Rechnungen empfangen zu können. In zistemo können E-Rechnungen als Ausgabe (Eingangsrechnung) importiert und verwaltet werden. Die unterstützen Datei-Formate sind: ZUGFeRD FacturX XRechnung XML (nach EN16931) PDF-Dokumente sind keine elektronischen Rechnungen und gelten ab […]
Project dashboard for team members
Project manager and project members see different information on a project’s dashboard. As a project member you’ll get information about number of your completed tasks number of you incomplete (open) tasks number of you overdue tasks amount of your total hours tracked to that project unread messages (mentions in comments) […]
Create Project with AI
On zistemo you can create a new project with artificial intelligence (AI). Just click on the plus sign next to the project menu point and click on “Create project via AI” Next, you need to specify your project. Enter the project name and the project description. The more precise you’ll […]
