How to manage your Team in zistemo from zistemo on Vimeo.
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 […]
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 […]
Company Profile
1. Company Information 2. Address and Phone 3. Company Settings 3.1 Base Currency 3.2 Number Format 3.3. Time Zone 3.4 Date Format 3.5 Time Format/First Day of Week 3.6 Language 3.7 Company Registration Number/Tax ID 3.8 Account Number System 4. Business Bank Information 5. Email Delivery When you register your […]
Setting up zistemo Account
How do I register with zistemo? What is my ‘Business Link’? How do I register with zistemo? To create a new company, navigate to the Signup page https://app.zistemo.com/user/register ➝ Enter ‘Company Name’, ‘Email Address’ ➝ and click ‘Register’. On the next page, select your company location ➝ Choose a business […]
