Administrator

Set Staff as an Administrator You may add an additional administrator to your account. That person can do the same as the account owner except performing the subscription changes. An administrator doesn’t see the Subscription and Reset Data pages, so he cannot buy a zistemo account, change subscription or reset […]

Accounts Aging

Accounts Aging is a report where you can see how much money your clients owe you. The data is grouped per clients and per time periods listed in 30–day aging “buckets”, so you can easily evaluate:  the health of your business; identify habitual late payers. Just go to Reporting  -> Client Reports -> Accounts Aging to get […]

Timesheet Details

Time format Links in Timesheet Details report: edit hours on Timesheet Report Time Rounding Featured in Time-Tracking Reports ‘Print values’ in Timesheet Details Report Filter by Active Projects Timesheet Details is a detailed report of your team’s timesheets and logged hours. At any point, you can easily narrow it down and group […]

Client Custom Fields

Add New Client Custom Field General With zistemo you can add more information about your clients by using Custom Fields. You’ll see this tab under Client Details on the edit client page. As you can see, Client Custom Fields could be different field types. These fields are also added to […]

zistemo Referral Program

Save money on your zistemo subscription by referring other people When can I start referring friends? Earn a 10% discount for each referral How do referrals work? What if one of my referred friends switches to a different paid plan? How long does each 10% discount last? What’s the maximum […]

Staff Members, Roles and Permissions

General Info for all the Roles How do I invite a staff member to the account and then assign him a needed role? Staff page – data explanation General Info for all the Roles Here are the links to the detailed explanations of the zistemo’s Roles and Permissions: Team Member role, […]

Item/Task Using

Product List using for invoices, estimates, projects Your product list is used for creating invoices, estimates and projects. On the invoice or estimate body you can choose tasks and items by clicking ‘Add New Line’. (Sales -> Invoices -> Create Invoice) …Then choose a product from the list. For projects […]

Task templates and items

What’s the difference between tasks and items? Create a New Task Create a New Task in Project Managing Tasks Deleting Tasks Task’s Log Create a New Item Item/Task description formatting What’s a task and what’s an item? A list of your products is available at ‘Sales’ ➝ ‘Products List’ ➝ […]

Manual Payments

How do I add a payment to an invoice? How do I edit a payment? Save default for payment method Delete manually-entered payments How do I add a payment to an invoice? As the account owner or admin or team leader, you can record a payment manually. To do this go […]

Tax Consultant

Who is a tax consultant? How do I invite a tax consultant? How do I delete a tax consultant? Data Access Who is a tax consultant? How do I invite a tax consultant? A tax consultant is a user role on zistemo which has limited access to your account. You […]

Project Billing Methods

Hourly task rate Hourly staff rate Hourly project rate Flat Project Amount Flat Amount for tasks Staff Day Rate Task Day Rate A Project billing method is a way in which your project costs will be calculated and invoiced to your clients. You can choose or change a project billing […]

Create a Project

When creating a project on zistemo you could either create a blank project or using a template. In this article we look into how to create a blank project. Read this if you want to know more about project templates ➜ To create a blank project you could either click […]