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 […]
Guide to 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 […]
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 […]
Company Logo
Where can I change my company’s logo? Where will my company logo be used? Crop Logo Where can I change my company’s logo? If you need to make further changes to your company logo, go to, Settings ➝ Company logo. Where will my company logo be used? 1. At the […]
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 […]
